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One of the most valuable tools available to help you improve your client service, boost agency efficiency, increase sales, and enhance communications with prospects and customers is a Customer Relationship Management (CRM) system or platform.

How Insurance Marketing Automation Improves the Insurance Client Journey

Below are three ways CRM can help you:

• Improved customer service and efficiency: Because a CRM system centralizes your prospects’ and clients’ information, it enables you, your staff, and agency colleagues to respond in real time to inquiries and requests. You can automate tasks, which free you up to focus on more important things, including new sales. CRM also allows you to track customer interactions over time, ensuring consistent and personalized customer experiences for all.

• ​Enhanced business insights and analysis: Since CRM systems offer you detailed analytics and reporting capabilities, you are able to track key performance indicators and identify trends across your full block of business. This information can help you make more informed decisions about your future marketing, outreach, and retention efforts.
• Better communication and collaboration: CRM can help you boost your credibility with prospects, so you can turn more of them into customers. Using its target marketing functionalities, CRM can help you generate new leads and automate your follow-up. With email automation, you can send personalized communications to nurture retention and establish a stronger client connection. You can show customers that you truly understand their needs. Clients who receive tailored communications typically feel more supported and valued by their brokers.

 
Plus, you can further enhance client loyalty by preparing for and anticipating their questions, working to solve their problems, and providing proactive support. If your customers feel appreciated, they are less likely to go elsewhere seeking assistance.
 
CRM can help you develop a sound database, find best-practice workflows for your agency, and help facilitate seamless communication – with your customers and across your team.
 
For guidance on evaluating different CRM platforms, read our prior post, 5 Signs You Might Need a CRM System, or visit these review sites: Capterra, PCMag, and G2. Each is updated annually.
 
To learn more about the extensive product and service portfolio available through Word & Brown and our carrier partners, contact your W&B representative. If you are not already working with us, complete our online registration form or call 800.869.6989 to get started.