There’s a lot of competition in the insurance industry, as well as in most of the sale businesses services. In this same field, banks have joined the race in addition to the current insurance comparison platforms that expose which ones are winning the competition or decreasing the options for those ones getting behind.
The highest priority for insurers is to attract and retain customers. This objective is achieved through good commercial management, both at the global strategic level of the market and, above all, by studying the specific customers’ needs, and the relationship and solution of problems in a customized and effective way. Having a customer relationship manager (CRM) for this task is a safe and successful option.
A CRM 4 insurance is a solution that addresses the specific needs of brokers and insurers. When a customer wants to apply for an insurance policy, thanks to the CRM, we can record all the data and classify their needs to complete the sale according to what they are asking for; apart from following-up their policy, developing leads for new clients, and managing the sales of your company's brokers and insurers.
How important is a CRM system for insurance brokers and agents?
How important is a CRM system for insurance brokers and agents?
There is a lot of competition and it can be difficult to earn the customers’ trust in the insurance industry. Insurance brokers and agents must earn their customers’ trust and loyalty, whether they are leads or clients, by providing a preferred experience, communicating according to their customers' needs, and resolving complaints quickly. The importance of a CRM system for insurance companies is obvious, as it allows them to track opportunities, organize and evaluate the approach to leads and automate activities. In this way, the focus will be more on scheduling activities, contacting customers and negotiating deals.
The better the relationship with your customers, the faster your business will be known, and at the same time, your company and profits will expand.
Zoho CRM as a “safe” option
Zoho CRM as a “safe” option
Thanks to Zoho CRM, you can reach customers through multiple channels and build solid relationships. Take advantage of the ease of programming processes and workflows automation, helping your team to keep efficiency, speed, and high quality of service, in a way that your agents can attract more people. Organize all your leads and complaints, automate assignments to the right people, and manage several policies in a single CRM4 Insurance system. Enable your agents to close deals and build long-lasting relationships through powerful desktop and mobile features.
With Zoho CRM, you can count on an easy integration with third-party or legacy applications, apart from a suit of Zoho’s own apps, such as: Social, Campaigns, Meeting, Books, Analytics, etc. Get several artificial intelligence tools to manage sales and make decisions about your customers based on historical data, like ZIA and Analytics.
In Zeus4, we trust in Zoho CRM and know this kind of business, having experience selling development services for this type of systems. We are clear of the information architecture, and the keys for an insurance CRM, among which you can find:
- Optimize salespeople's activities, dividing objectives and daily tasks for their performance.
- Evaluate and organize new business opportunities.
- Know the ways to attract new leads.
- Know and gather customers information.
- Foresee business strategies.
- Manage attentive and in-context communication with customers.
- Design marketing campaigns.
- Insurance policies analysis.
- Insurer’s follow-up activities.
We have a CRM system presentable and already available to use; it just takes to migrate from Zoho organization, as long as it is a virgin one. This legacy interface is customizable.
After the implementation or migration of our customized system, we offer a development follow-up, giving you the support and the chance to improve your system, and add new tools or features, as you request.
