Why Do Insurance Agencies Need CRM Tools?
Selling insurance is challenging, especially in the age of the internet. Since your insurance broker margin is thin, you don't want to be paying thousands of dollars for a CRM tool that may or may not work for you. Your insurance CRM needs to be able to do everything - email, drip marketing, phone calls, scheduling, prospecting, lead qualification, quotes, invoices, helpdesk and product catalogue. You want your insurance CRM to be able to show your current sales and have projections for the near future.
The Bitrix24 CRM software can help insurance agents with client prospecting and lead generation. Agents can also access the CRM on their mobile devices. Bitrix24 can be used to provide collect leads, sales quotations, and maintain customers' data. Last but not least, it can be used to understand the market that is most responsive to your marketing efforts. As a result, agents' overall productivity is increased.