Looking for the best CRM for an insurance agency or insurance brokers?
As an insurance agent, you have a lot to keep track of: policy applications, renewal dates, medicaid information, leads, current clients, group plans, and more. You're searching for a system that will take some of the load off your brain (and day-planner) and help you manage the day-to-day activities of your business. For your clients, you need a reliable, safe place to store their data so that you always have their policy information on hand. For your own sanity, you need a system to remind you of follow-ups with leads and track which policies are about to expire.
Solution: Insurance CRM from Zoho
Insurance plays a critical role in our lives, and a great customer experience can enhance the process.Zoho offers insurance CRM solutions that give reps, agents, and customers the right information, when and where they need it.
With Zoho CRM, reps can reach customers on any device and channel, whether by mobile, landline, email, or social. Intelligent task prioritization helps agents proactively address the most urgent cases first. Agents can also see rich customer profiles, including life event alerts that can be leveraged for additional sales.
Customers can submit claims right from their phone with photos and track claim progress. Zoho CRM insurance solutions allow policyholders to easily communicate with the right representative with more immediacy and accuracy than traditional channels.
Contact us to talk about Zoho CRM insurance solutions We’ll help you set up a strategy to start connecting with clients like never before.
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