CRM within Agency Management Software

Introduction

More than 95% of companies require a CRM to manage their business and client data. Independent insurance agents are looking for a CRM within a comprehensive Agency Management System that:

• Builds a meaningful pipeline and tracks it in a single system with single entry

• Has Acord Forms

• Integrates Full Seamless Accounting

• Has IVANS Downloads

• Better manages companies by providing insights into why “Company A” responded to a quote while “Company B” did not

• Increases understanding of lead sources

• Produces new business by improving productivity

1. Identifying the right system

Independent agencies are unique in how they sell and manage business. Your CRM system should reflect how you do business. The right fit will allow you to integrate all your applicants, insureds, and declinations, market new business, invoice, and work with the carriers you are appointed with.

2. Communication

With any modern insurance agency management system you want to look for system capabilities to email, text, send customer data to constant contact and diary calls and conversations with your clients. Documentation of a sophisticated CRM is key to reducing E&O exposure.

3. Financials

Do you currently pay extra money for Quick Books or manually track your Profit and Loss and Balance Sheet? If so, you need an agency management software that will do the work for you. Simply input your accounting items or import from your bank and our system will automatically segment and aggregate the data for you so you can see at the push of a button end of month and end of year totals.

4. Access

Do you always have to go into the office to be able to work? If so, you need a system that is on the cloud that you can access anywhere, anytime. On vacation but need to see what the staff has been doing? It’s easy to log in and check their tasks or look up a client. Access is role based, secure and encrypted.