You need new customers to stay in business. It’s a truth all agency owners know, and one that plagues many. Identifying and closing leads seems like a never-ending struggle.

Often, these same struggling owners aren’t investing in insurance prospecting software. Therein lies ones of their issues. Insurance and sales technology has exploded over the last decade, and anyone that hasn’t adopted these technologies will be left behind.

What are these essential insurance prospecting tools? We’ve outlined a few must-haves below.

Check out our best prospecting blogs in our post on “6 Key Blogs for Insurance Prospecting”

Marketing Automation

Effective marketing is integral to sales, and marketing automation is critical in modern marketing. With marketing automation, you can set up campaigns to target different audience segments, schedule messaging to deliver at critical points in the buyer’s journey, and gain volumes of valuable data. You can use this data to personalize outreach, yielding higher response and conversion rates.

Customer Relationship Management Tool (CRM)

If you’re in sales, you need a customer relationship management tool (CRM). CRMs are designed with sales in mind, created to track and nurture leads. Marketing automation and CRM tools need to be connected, sharing data, and working together to qualify and convert leads. CRMs are your centralized place for all prospecting activity, showing you where you stand with each individual prospect and overall. This full picture can tell you what methods are working, which need improvement, and what you can expect from leads in similar segments.

Read more on the nuances of prospecting as an independent agency here

Mobile Management System Access

We’ve all got our smartphones in our pocket, and successful agents need their agency management system there, too. Sales happen on-the-go, so you need to be able to get the info necessary to close a deal no matter where you are when you need it. Mobile management system access allows you to look up contact info and view and take notes on interactions among other pertinent actions.

Integrated Text and Email

The more information you have on interactions with each contact, the better. When texting and email messaging are integrated with your management system, you increase that data gathering. Integrated texting and email guarantee every message you send links to that contact without any extra work on your end.

Get tips on how to find prospecting opportunities in unexpected places

Proposal Creator

This one may seem disconnected from prospecting, but a proposal creator, in fact, hits right at your prospecting goal: making the sale. With a proposal creator, you can quickly create multiple options for a potential client and move through the underwriting process faster. When it comes to making your pitch, time is of the essence, so the quicker you can get a proposal into a prospect’s hands, the better.

A Partner in Your Corner

Our goal at SIS is to equip our Partner Platform agencies with the tools they need to bring in more business. That’s why we’ve integrated all these prospecting elements into our robust Partner Platform agency management tool.

Each of these capabilities came right from our Partner agencies, through interactions with our community at our National User Conference, Regional Learnings, and User Groups as part of our Partner Agents community.

Find out more about this vibrant community at partneragents.com. And, see how Partner Platform can help your agency grow by requesting a demo today.

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