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Insurance Sales: 4 Reasons You Need a Leading-Edge CRM Solution
Blog / Sales Management / Jan 30, 2014 / Posted by Nikolaus Kimla / 4040

Insurance Sales: 4 Reasons You Need a Leading-Edge CRM Solution

Insurance sales can be a difficult and complex undertaking.

In addition to the basic skill of selling and closing sales, there are many different types of product lines—and therefore deals—to track. At the same time, different customers have differing requirements, and you must keep careful track of those also.

While traditional CRM applications may not have been of much help to insurance brokers and agents in the past, there are new leading-edge CRM software designed to actually empower and benefit both sales management and agents within the insurance industry. Here’s how a CRM solution can help you:

Track In-Progress Opportunities1. Easily Track In-Progress Deals

Today’s leading-edge CRM solution gives you the capacity to easily track in-progress opportunities—visually.

Instead of having to keep copious notes, or being forced to rely upon spreadsheets or other similar solutions, a single sales cycle—or all of them—can easily be seen right before your eyes. The right CRM can be easily conformed to your insurance sales process, allowing you to see the actual progress deals have made, and instantly let you know what you need to do next.

Sales management within the insurance industry can also be challenging—especially if you don’t know where each of your agents stand. With today’s CRM solution you can get an instant snapshot of one agent, a territory, or the state of the sales pipeline for an entire brokerage or agency.

Share Best Practices with Sales Agents2. Share Best Practices

Bringing new agents online, as well as improving skill levels of existing agents can be challenging.

It is also, of course, challenging to be an agent; hence you’d like to be advised of what the more experienced agents are doing to close more deals.

With a leading-edge CRM solution, sharing of best practices is a snap. Best practices can even be placed in the precise stage of the sales pipeline to which they apply. In this way an entire insurance sales force can remain totally up-to-date on sales techniques and constantly improving their skill.

Rapid Analysis and Reporting in Insurance Sales3. Rapid Analysis and Reporting

If you are an agent, you will periodically like to know who your best customers are, and which are your most profitable product lines. The right CRM solution allows you to view your profit centers visually, and keep you on track to maximize your sales.

As applied to sales management, this same functionality allows you to analyze a whole territory, agency or brokerage for profit centers—as well as focus in on individual agents.

Such a CRM solution also allows you to turn such analyses into reports, rapidly and easily. No one likes to spend extensive periods of time on reports, and with proper CRM you no longer have to.

Stay Mobile4. Stay Mobile

Insurance sales agents are often out of the office, visiting prospects and clients or on the road.

At any moment, information about a client or the various product lines they own or are interested in needs to be available to an agent, no matter where that agent is. Like everyone else, insurance agents are utilizing many different devices and computing platforms. In order to be useful, a CRM solution should be completely accessible from any and all of them.

From the cloud, a leading-edge CRM solution should have the capacity to be accessed from an iPhone, an android phone, an iPod or any other device an agent is using. Information should be retrievable “on the fly” and even right in client meetings if required.

Insurance sales carry with it a substantial degree of complexity and difficulty. It is made considerably easier with a leading-edge CRM solution easily adaptable to your requirements.

Discover the best CRM solution for insurance sales here.

About Author

CEO and partner of and the uptime ITechnologies, which I founded in 1994 and has since played a significant role in the development of the IT-environment. pipeliner is the most innovative sales CRM management solution on the market. Pipeliner was designed by sales professionals for sales professionals and helps close the gap between the requirements of C-level executives for transparency and the day-to-day operational needs of field and inside sales. I am also the founder and Initiator of the independent economic platform GO-AHEAD!, which orientates itself on the principles of a free marketplace in terms of liberal and social responsibility. Connecting people, the trust of business leadership in terms of values such as freedom, self-responsibility, and entrepreneurial spirit, and strengthening their awareness in order to create a dynamic boost within the economy triggered through spontaneity, all stand for the initial ideas surrounding GO-AHEAD! I studied in Los Angeles and Vienna and received my Masters's Degree in 1994. I am married and have 3 children My Specialties are in: Sales Management, Sales CRM Software, CRM Cloud Solutions, SAAS, Business Strategy, Software Development, "Pipeline Management", Social responsibility, outbound sales, b2b sales, inside sales, sales strategy, lead generation, sales process, entrepreneurship, coaching, mentoring, speaker, opportunity management, lead management, Austrian School of Economics

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