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.

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.

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.