More than 90% of companies with more than 11 employees use a CRM to manage their business better. This includes insurance agencies – yet a targeted CRM for insurance agents can be hard to find and can be even harder to implement.
Independent insurance agents using the Partner Platform agency management system are looking for a CRM that fits their agency-specific needs. They’re looking for a CRM that:
Builds a meaningful pipeline and tracks it in a single system
Uses shared information to deliver meaningful coaching to producers
Better manages companies by providing insights into why “Company A” responded to a quote while “Company B” did not
Increases understanding of lead sources and win percentage
…all within the unique constructs of independent insurance agency operations. When confronted with this challenge, we suggest agencies take the following steps to bring the right CRM into their agency.