Why Agencies Should Consider CRM

May 22, 2023

Technology Trends


CRM technology, or customer relationship management technology, can alleviate the overwhelming task of managing diverse relationships. Insurance employees frequently face a significant volume of daily interactions, particularly when it comes to attracting potential new customers.

Things to Think About When Looking at a CRM

Learn more about why this technology is excellent for streamlining insurance processes.

This Technology Allows Easy Access and Storage of Information

It can feel frustrating when someone needs help organizing the number of insureds they have files on. Portal Pro allows employees to easily access customer information, record payments and view policies. The CRM collects these details in one easy place. Instead of trying to manage information across multiple platforms and send files to employees, this CRM software can keep track of customer information and centralize it for them.

It Helps With Competing Against Similar Companies

When trying to grow and juggle more customers, the last issue people want is being overwhelmed and letting another insurance agency win over their potential customers. Staying competitive in a fast-paced market includes using new technology and staying up-to-date with other key players in their industry. By learning how to use a CRM, employees can plan for the future and focus on satisfying their customers while growing.

It Gives People Tools to Manage Data and Responses

According to Forbes, having the ability to coordinate large amounts of raw data can help employees and bosses when they are trying to get a holistic view of their company.  Businesses contemplating CRM implementation should consider the efficiency gained from tracking customer communication channels. Whether it involves emails, social media messages, or website inquiries, utilizing a program to collect and organize this data can save valuable time and energy. CRM technology enables insurers to reclaim time spent on administrative tasks like manually inputting customers’ personal information.

This Technology Focuses on Customers

If businesses use a CRM, customers can easily log on to a portal and keep track of their policies. Not only can they check their payment history, but they can also access essential documents from their home. It saves agency employees the time they might have used to share documents in person.

CRM portals also help agents deal with referrals. Not only can employees send policy documents online, but they can also do it in real-time so that customers get up-to-date information as soon as possible.

It Can Give People an Edge in the Market

When insurers want a customizable and scalable experience, a CRM provides their employees with quick and accessible information. Not only can adopting this technology allow people to organize their customer data, but it can also give them an edge when trying to outperform similar companies in the market.

About VRC Insurance Systems

Say goodbye to outdated systems and begin looking at a solution that will provide what you need to increase productivity, decrease costs in the long run, deliver frictionless transactions, and remain competitive in today’s environment. For more information about VRC’s Verity software and to book a demo, click here or contact us at 541-209-0700.

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