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
At the same time, the pandemic has raised new challenges
for the UNDERWRITING PROCESS
Keeping track with a constantly increasing
volume of information
Offering a customized service and detailed follow-up
to clients
Being able to accurately
analyze market trends
At the same time, pandemic
has raised new challenges for
the UNDERWRITING PROCESS
Keeping track with a
constantly increasing
volume of information
Offering a customized service
and detailed follow-up
to clients
Being able to accurately
analyze market trends
Meet the future of the INSURANCE
through our amazing solutions
Meet the future of the INSURANCE
through our amazing solutions
Custom Zoho CRM
Zeus4 Insurance
Digital Marketing
Meet the future of the INSURANCEthrough our amazing solutions
Custom Zoho CRM
Zeus4 Insurance
Digital Marketing
Custom Zoho CRM
WITH ALL THE CUSTOMER INFORMATION
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.
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.
Who benefits
the most from it?
Insurance agents
Insurance agents looking for a customized and flexible CRM to drive lead generation.
We know the drill; we’ve done it before; now let’s do it for you
Taking the next step
Taking the next step
Let us show you around!
We can also help you with
For specific features and
general information
For specific features and
general information
Taking the next step
Taking the next step
Let us show you around!
We can also help you with
We can also help you with
For specific features and
general information
For specific features and
general information
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.
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.
Who benefits
the most from it?
Insurance agents
Insurance agents looking to extend their Zoho CRM potential with specific operations features.
Help your business grow: this is the way.
Insurance agents looking to extend their Zoho CRM potential with specific operations features.
Help your business grow: this is the way.
Taking the next step
Taking the next step
Let us show you around!
We can also help you with
For specific features and
general information
For specific features and
general information
Taking the next step
Taking the next step
Let us show you around!
We can also help you with
We can also help you with
For specific features and
general information
For specific features and
general information
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.
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.
Who benefits
the most from it?
Insurance agents
Insurance agents looking to improve their lead generation through a specialized and detailed management of their digital marketing efforts.
You manage the sale; we bring the
customer to you
Insurance agents looking to improve their lead generation through a specialized and detailed management of their digital marketing efforts.
You manage the sale; we bring the
customer to you
Taking the next step
Taking the next step
Let us show you around!
For specific features and
general information
For specific features and
general information
Taking the next step
Taking the next step
Let us show you around!
For specific features and
general information
For specific features and
general information
Didn’t find what you were
looking for?
Didn’t find what you were
looking for?
Consulting
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.
CRM Automation
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!
Contact Us
If you have any questions, need further information, or just want to say ‘Hi!’, we’re always available. Reach out today!
Didn’t find what you were looking for?
Didn’t find what you were looking for?
Consulting
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.
CRM Automation
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!
Contact Us
If you have any questions, need further information, or just want to say ‘Hi!’, we’re always available. Reach out today!
