Insurance companies rely on a financial services CRM solution like Pipedrive to build lean sales workflows and case resolution processes. This allows them to remove high commission rates, giving cash back to customers while remaining profitable. As a result, customers are provided with a fulfilling experience, boosting customer loyalty across your insurance business.
A strong CRM for insurance agents also allows you to build a custom sales pipeline to fit your needs. Cut out stages that create unnecessary friction and tasks, providing a more streamlined case resolution process that delights your customers and empowers reps to close more deals.
To help manage every contact across your insurance business, create custom fields to record important information such as policy type and premium amounts. Get a complete overview of every customer touch-point and interaction from one place—no more digging through email inboxes to find important information. With Pipedrive, you’re given the functionality to take your lead management and marketing automation to the next level.
It can be difficult to keep track of every case or deal when information is spread across silos. This creates operational headaches and provides customers with a sub-par experience.
With Pipedrive, you can keep on top of every contact, claim and touch-point across your organization. Monitor each stage of the sales process, how many deals are unresolved and how your teams are performing from a single dashboard.
Find out how you can manage leads and deals with Pipedrive
Providing a customer experience that solidifies loyalty is a critical goal for insurance firms. The longer it takes to respond to leads and process claims, the more likely another firm will swoop in and impress your customers.
Insurance CRM software allows you to respond to customers in record time. All your communications are stored in one place so reps know which customers are assigned to them and when they need to respond to meet SLAs and outperform the insurance industry average.
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Juggling several tools can be a pain. Not only does this create more steps when looking for information, but menial tasks like data input can be a huge time suck for you and your reps.
Make productivity a breeze, having your CRM do the heavy lifting with our powerful integrations. Automate document sending, SMS updates and Slack notifications to ensure every agent is kept in the loop.
Discover how Pipedrive keeps you on track
Before Pipedrive, German health insurance brand Leni, Leon & die Luchse relied on Gmail to manage all customer communications. They quickly realized this was causing them to lose leads and needed a better solution to help them grow.
Using Pipedrive, they started this journey by building a pipeline to fit their current sales process, allowing them to collect important lead data from the very first touch-point. After recognizing that their sales process had too many steps, they cut it down to size to make it more streamlined and manageable.
Now, Leni, Leon & die Luchse have a full overview on the status of every deal. The days of digging through Gmail and notes are finally over with a powerful lead management solution.
Read the case study
When you first log in to Pipedrive, you’ll see a visual representation of your sales pipeline. Here, you can customize deal stages and build new deal flows to manage opportunities across your entire organization.
Create different pipeline workflows for inbound enquiries based on their stage in the buying cycle. Get visibility on how likely a lead is to convert at its current stage, as well as inactive deals that need immediate attention.
Thanks to our powerful integrations, every touch-point a customer has with your brand will be collected, managed and stored in your CRM. You’ll have complete visibility on all enquiries as soon as a phone call is received or a form is submitted.
Automatically assign tasks and due dates against cases, ensuring you’re meeting your SLAs to keep customer satisfaction at an all time high. Diagnose and fix retention issues by managing your customer communications in Pipedrive.
How customers interact with your brand can make or break their experience. The longer it takes you to respond to an enquiry, the lower your chances of converting that lead into a happy customer.
Pipedrive’s LeadBooster add-on provides web forms that give your leads an easy way to get in touch with you. Forms can be embedded anywhere, and chatbots allow customers to find answers to common questions without having to wait for reps to get back to them.
In order to close leads, you need to follow-up with timely and relevant information. Trouble is, sending manual follow-up emails can be a further drain on your reps’ productivity. These tasks add up, creating another barrier to your reps doing what they do best: closing deals.
With workflow automation in your insurance CRM solutions, you can run these tasks on autopilot. Send personalized email marketing automatically and at scale, providing the right leads with the right message, at the right time. Streamline your reps’ sales activities and remove mundane work from their day.
As an insurance and sales leader, having your finger on the pulse of your company’s health is critical. Getting visibility on how reps are performing, how long it takes for cases to be resolved on average and which activities are being neglected is critical to optimize your insurance operation.
Using detailed reporting, you can get a complete overview of these areas of your business. Create customized dashboards to give every stakeholder the information that matters most to them. Collect deeper insights and identify new opportunities with compact, visual reports.