CRM SOLUTIONS
for the Insurance Industry
The insurance industry has experienced a lot of growth and transformation over recent years. Technology has come to play a centerpiece role in marketing and lead generation efforts, with a well-positioned website and social media interactions acting as the face of companies and their main source of customers
Custom Zoho CRM
WITH ALL THE CUSTOMER INFORMATION
EVERY AGENT NEEDS
EVERY AGENT NEEDS
Customization is key when maximizing a CRM’s potential, as every industry needs to store different kinds of data in order to provide the best possible service. For insurance agents, this means keeping track of clients’ information, policies and associated documents, as well as a detailed calendar management, with records of scheduled calls, due dates and other tasks.
With our custom Zoho CRM implementation for insurance agents, you’ll have all the required information available, an updated calendar with helpful reminders, and a detailed tracking of all your business opportunities. At the same time, you’ll be unlocking the gate into Zoho’s ecosystem, with over 40 applications that will boost your sales process while making your business and team management effortless.
Let us show you around!
Let us show you around!
CRM4 Insurance
Designed as an extension for your custom Zoho CRM, you’ll get to combine the power and possibilities of the Zoho environment with the specific policies’ management all insurance agents need. Our flexible solution helps you organize your every-day operations, improve your sales process and increase your productivity.
After the initial set-up is completed, you’ll be able to access all information directly from the CRM, load offers into the system for a fast quoting process, generate reports with vital business intelligence, and more.
It’s the perfect operations tool to fit your perfectly custom CRM.
It’s the perfect operations tool to fit your perfectly custom CRM.
Let us show you around!
Let us show you around!
Digital Marketing
MORE LEADS, MORE SALES
MORE LEADS, MORE SALES
Over 80% of people looking for information about products and services use Google as a search platform. Our team of marketing specialists is prepared to set, run and maintain Google Ads campaigns designed to increase your conversion rate. With our refined segmentation and market- it ads, your phones will ring over 10 times a week. Titles, descriptions, graphic content, keyword topics, budget & bid strategies, calls to action: we set it all to engage smarter by keeping you on top of the search results for your target audience.
Insurance agents also benefit from our branding and leads’ generation campaigns on social media. Whatever the platform, we take care of engaging the right audience, bring them to your sales team and improve the organic positioning of your website and profiles.
Let us show you around!
Let us show you around!
Didn’t find what you were
looking for?
Didn’t find what you were
looking for?
If you’re new to the CRM world and not sure which of our options to choose, let us know what your goal is and we’ll advise on the best available solution.
If you feel our industry specific solutions are not a good match for your business, we can always build a new one from scratch, specifically designed for you!
Didn’t find what you were looking for?
Didn’t find what you were looking for?
If you’re new to the CRM world and not sure which of our options to choose, let us know what your goal is and we’ll advise on the best available solution.
If you feel our industry specific solutions are not a good match for your business, we can always build a new one from scratch, specifically designed for you!