The Bright Business Suite

Insurance is a top considereration with the Covid-19 times.

When human are at risk, they want a full protection from life and assets to cover all the future risks. Selling insurance is not like selling any other product or service. Buyers cannot look, feel or touch it. You are selling insurance policies to the concerns of potential buyers. In the end you, the insurance companies and agents are selling your beliefs, ideas and expertise.

The insurance business has been constantly developing and dozens of different types of insurance emerged such as: life insurance, education insurance, product insurance, property insurance, ...

Not all company or insurance agent can develop smoothly. Most insurance companies have their own problems such as having to enter excel and managing customer information: name, phone number, email, ... it takes time and it is easy to lose data. It brings the unability to manage the customer data, the history and update customer records correctly. Difficutt then to manage the employee's appointment schedule, sales meetings. It takes a long time to make reports, to gather data, and makes it difficult to evaluate business performance. There is no customer care reminder, insurance deadline reminder, it is difficult to control the premium payment period of many customers or will be missed or forgotten. The customer is also unable to check its own contract information. Difficulty in interacting between departments, enhancing connection and sharing in business activities as well as connecting with related departments.

Now, all can change with the full Insurance Cloud solution where are features are connected to each other. Insurance CRM with all digitial business processes are considered as the top solution for insurance companies.

The easiest way to understand insurance CRM is customer relationship management software for insurance companies designed to automate and simplify the entire insurance workflow. Start with lead generation and move on to adoption, rating the policy and issuing it, then administering, reporting, and recommending.

Insurance CRM is specially designed for insurance companies and agents. It enables you to work effectively to convert more leads into customers. During these times, automated data processes are critical to responding to countless inquiries and requests. So, this is the time when you need a CRM to stand out from everyone. Insurance CRM is essential to building long term relationships and increasing customer retention.

The role of CRM in the insurance industry is diverse. Insurance companies use CRM to interact with customers in a more personalized way. This has a positive impact on closing sales as well as on repeat sales. Customer relationship management is the most effective step in ensuring a superior customer experience across all touch points in the customer journey. Using CRM software in the company will help employees save maximum time. When searching, classifying customers, managing jobs, ... are all optimized so you will not spend too much time doing the job. From there, it saves time, uses the remaining time to complete newly assigned tasks, increases productivity.

Insurance CRM system provides insurance companies with essential features to increase contract sales, manage marketing campaigns to attract policyholders, simplify policy processing and strengthening customer relationships.

Insurance CRM solutions have many functions such as sales marketing management, customer management, insurance management, employee management, ... to help your company maintain high quality of customer service and access centralized database access. It makes it easy to manage marketing campaigns, policies, renewals, and compliance on a single platform. It is an organizational asset that can give insurance reps, brokers, clients and field agents all the real-time information they need, anytime, anywhere.

Benefits are achieved when using

As an insurance broker, it's hard to maintain a balance between the mission-critical of meeting prospects for sales purposes and, at the same time, document management. You cannot go from place to place to document prospects in the policy-making process. To make this easier, CRM for insurance brokers offers customers and potential customers the option to submit documents online. Besides, the broker can automate the inspection of such documents to pass it on to related parties as soon as possible. This saves a considerable amount of time.

Insurance CRM software is designed to make the sales and certification process as simple as possible. Starting with lead generation and standard sales, an online application connects directly to the quote engine, gives a rating, and then the policy, eliminating the need to re-enter any. any data. Assign leads to insurance agents based on factors such as contract type, location, and others.

Insurance is a data-driven industry that processes huge amounts of data. With big data, it's a big responsibility to keep it secure. In addition, today one of the core concerns of clients is how a company they choose to collaborate with and process their data, especially when dealing with insurance brokers. medium scale. So to mitigate this challenge, modern insurance broker CRM solutions have built-in data security measures. With effective CRM software, brokers ensure that there is virtually no risk of unauthorized access to data.

All departments in the organization can easily access the updated information on the system as quickly and accurately as possible. From there, the company's departments can quickly respond to customer needs.

Smartly identify and prioritize leads based on the contact information of the CRM dashboard. Increase sales by cross selling and selling more products based on customer requirements.

Ensure fast adjustment of complaints and timely renewal of policies to provide excellent service. Interact with customers on their preferred communication channel to foster long-term relationships and retain loyal customers.

At the same time, thanks to advanced data management, profile-creating CRM apps are visible to employees only. Through them, your employees can design a lifestyle portrait with regularly updated data.

Since all the information is kept in a secure database, it's easier than ever to report insurance sales, company growth and policy data. The system must have standard insurance reports such as risk analysis and portfolio, with the ability to create custom reports.

Manage individual and team sales to determine performance and set benchmarks. The tools will include phone call tracking and integration, instant reporting, lead tracking, commission calculations, and administrative capabilities.

Process customer information for multiple policies with custom page layouts. Keep contract owner's data in one centralized location so you can view and access it immediately.

Leads management is one of the most difficult tasks for brokers today as potential clients can browse the millions of insurance options on the internet. Insurance Brokers CRM has helped insurance brokers on this front by tracking leads through different sources and displaying data on a single system. Furthermore, CRM Software enables you to track leads throughout the sales cycle according to their status.

The software helps you to capture customer information, know the status of the customer at the level of product interest, whether there are any difficulties at any stage or not, capture the customers. potential products from which to give the appropriate solution. Customer information is stored intelligently, helping to manage, search and classify information of each customer as specific and detailed. Ensure fast adjustment of complaints and timely renewal of policies to provide excellent service.

Use a beautiful email campaign and merge tags to personalize every email with name, policy number, city, and more. of the customer automatically. Provide a personalized experience that makes customers feel that they have some personal value to the company, and that the company has taken the time to understand their needs and requirements.

This broad level of personalization can play a key role in driving effective sales. A good insurance CRM program will allow you to do more, let you know your best partner and allow you to leverage that information appropriately.

Interact with customers on their preferred communication channel to foster long-term relationships and retain loyal customers. When people gain control of their insurance plans, they tend to become more loyal. The best CRM apps for life insurance agents create open profiles for customers so they can easily manage your offers.

Insurance companies can leverage CRM for insurance sales data to build better sales prediction models to make customers feel important. They can better understand what customers are asking for or may ask for in the future by analyzing their behavior, history, and profile information. Brand loyalty and business relationships can be fostered using all available advantages.

In the midst of a highly competitive market in the insurance sector, you need a way to stay on top of your journey. When you are on the road to growth, you need to capture and nurture every potential customer. And the key to that is effective communication. Today, a CRM solution for a service company is not only a trend but also a necessity because CRM helps to build stronger customer relationships that help sell more and faster.

Insurance CRM software revolutionized the industry by designing automation for all complex tasks. Insurance companies are the same beneficiaries. Hence, CRM software allows brokers to do what they do best, ie, build relationships and deliver personalized and insightful product information.

Insurance CRM makes your company stand out from the crowd.