With the right insurance CRM software, you can integrate insightful customer data with your insurance processes. This means you’ll be able to automate the renewal process, better manage customer relationships and analyze customer insights to provide policyholders with a better experience. You can also:
Use automation to instantly assign new claims to the right agent. Rapidly resolve new claims and increase customer satisfaction by improving your response rates.
Gain a complete aerial view of your insurance operations with granular reporting and insights. Collect the right data to make informed decisions about your processes and business growth.
Insurance brokers rely on financial services CRM solutions like Pipedrive to build efficient workflows and case resolution processes. Without them, managing customer relationships and policies can get tricky.
With the right platform, insurance agents can better manage the insurance sales process, provide a seamless and fulfilling service and boost customer loyalty.
It’s difficult to track every insurance case or deal – especially when information is siloed. Remove operational blockers and provide customers with a top-quality experience by using an insurance CRM.
Keep on top of every lead, claim and touchpoint across your organization. Monitor each stage of the sales process, the number of unresolved deals and renewal due dates in one single dashboard.
Find out how you can manage leads and deals with Pipedrive
Providing a customer experience that solidifies loyalty is crucial for insurance firms. The longer it takes to respond to leads and process claims, the more likely another firm is to swoop in and impress your customers.
Use insurance CRM software to respond to customers in record time. Store communications in one place so that reps know which customers they’re assigned to and when they need to respond. This will help you meet SLAs and outperform the insurance industry average.
Learn how Pipedrive keeps you connected
Juggling several tools can be a pain. Not only does it create more steps when you’re looking for information, but menial tasks like data input can take hours of precious time from you and your reps.
Boost productivity and make your CRM do the heavy lifting with our powerful integrations. Automate document sending, SMS updates and Slack notifications to make sure every agent stays in the loop.
Discover how Pipedrive keeps you on track
Take your lead management and sales automation to the next level with a custom sales pipeline. Streamline case resolution, visualize customer touchpoints and empower insurance reps to close more deals.
Create custom fields to record vital policyholder information. Track policy type, premium amounts, deductibles, policy exclusions and more. Use this information to inform your sales activity and offer customers a better experience.
Find out how to craft a custom sales pipeline with Pipedrive
Unlike large corporations, insurance brokers have the advantage of being able to build relationships with customers as part of the sales process.
With a CRM, brokers can track insurance sales as a key metric while building customer relationships. Provide excellent communication, resolve claims quickly and boost customer retention by offering a better user experience.
Take a look at some of the key features that make Pipedrive an ideal CRM for your insurance company.
Communicate with policyholders across various platforms. Integrate apps like Quickdialog to manage conversations from social media, email and messaging apps through one shared inbox.
Streamline the renewal process with automation. Create automatic reminders, schedule emails and provide policyholders with a seamless renewal experience.
Handle customer data for multiple policies from within Pipedrive’s CRM. Categorize policies based on duration, policy type and renewal date.
Resolve customer concerns in no time by assigning them to the right insurance handler. Use automation to speed up the process and allocate claims accordingly.
Keep everyone on the same page on the go by giving insurance agents access to Pipedrive’s powerful mobile app.
The right integrations will supercharge your insurance business and streamline productivity. Give your insurance reps the power to focus on the activities that propel your business forward.
Here are some integrations every insurance business can benefit from:
Streamline communication across your organization. Our Slack integration sends important event notifications to your reps so that they can act without delay.
The information provided in this article does not, and is not intended to, constitute legal advice; instead, all information provided in this article is for general informational purposes only. While the information is considered to be true and correct at the date of publication, changes in laws and legislation after the time of publication may impact the accuracy of the information. The information may change without notice and Pipedrive is not in any way liable for the accuracy of any information printed and stored or in any way interpreted and used by a user. You should not act or refrain from acting on the basis of any information included in this article without seeking legal or other professional advice.