CRM for Insurance Sector

Insurance is one of those sectors, which hold a lot of sensitive information about their customers. For sectors, like Insurance, data is a vital asset, which can pull out the value and earn them a competitive advantage over others. Better and secure data handling can help insurance sector to inscribe several success stories with minimal efforts. Regular premium payment or policy renewal reminders are important for customer retention. Meanwhile, converting new leads is essential to growth. Let’s see how FinCRM can multitask for you.

Insurance CRM | FinCRM

How FinCRM is best in the interests of Insurance sector?

Our suggestion for advanced and secure data handling is the implementation of FinCRM. This single CRM software can turn the story of your business upside down. From collecting leads for your business to generating comprehensive sales reports, our CRM software can work wonders for your insurance business. We understand the need of storing customer data for very long, sometimes till their death. So, we assure that you will never regret integrating FinCRM in your insurance business. Want to know why? Let’s explain this to you in brief.

Offline Leads Management | FinCRM

Let FinCRM Manage Your Offline Leads

No one ever wants to leave anything behind for lead generation. We acknowledge that you must also be focusing on offline leads along with your online leads. Managing those offline leads is no hassle when you have FinCRM in your system. Add manually or import bulk leads in our CRM software without any restriction on the number of records. When your limit is the sky, then why to keep the number of leads in bounds in your CRM software?

Aggregate More Leads, Close More Deals

There must be times when you are tired of aggregating leads from various channels and want to skip this step. FinCRM provides you that chance of not aggregating leads manually. Our CRM software is your masterstroke in lead aggregation for your insurance business. Your work here is to just integrate our CRM software with required online channels and let it work automatically at your place.

Automatic Leads Aggregation | FinCRM
SMS & Email Reminders | FinCRM

Be in Communication with Prospects Consistently

Our human brain already deals with a lot of things in a day and sometimes forgets a few important things, like payment dates. This is your golden chance for enhancing your relationship with your customers by reminding them about payments with FinCRM. Our CRM software lets you send reminder SMS/email alerts to your customers on time. Execution of such strategies can add a twist of fate to your business and build a respectable persona in your customers’ minds.

Never Be Late on Meetings with CRM

Amidst a lot of important work in the office, a meeting can anytime slip from your mind. A small meeting can turn into a profitable deal in insurance sector. To help you be on dot for every meeting, we have incorporated Calendar in FinCRM with a meeting reminder. Set a reminder for meeting beforehand and let CRM software nudge you before time about your meeting. Not wasting anyone’s time in waiting for you can make them happy and offer holistic experience.

Meeting Reminder with CRM | FinCRM
Sales with Graphical Reports | FinCRM

Evaluate Graphical Reports to Understand Your Sales

When you are working with all the blood and sweats to acquire & retain customers, you must also know how long you already have come. This is possible with graphical reports of FinCRM. You can assess and regulate leads and opportunities at various stages, the most beneficial sources, and productivity of your team by easily understanding graphical reports through our CRM software. There are also many filters readily available to help you evaluate sales to the depth.

Carry Out Marketing Campaigns from CRM

When you are doing everything from CRM software, then why leave CRM for marketing campaigns? To lessen your software juggling, we have incorporated a marketing campaign management system in FinCRM for your ease. Directly send marketing emails/SMS to the list of customers through our CRM software and see your productivity graph going up and up.

Marketing Campaigns | FinCRM
Task Allotment | FinCRM

Save Your Energy and Time from Manual Task Management

Task allotment and tracking is a menial task, but eat up a lot of your time and energy. More the number of employees, the more time you kill in allotting and tracking tasks. To effectuate this imperative but time-consuming process faster, we have brought FinCRM on your table. Kanban view of our CRM software is a bonus to track every task’s progress. Implementation of CRM software in insurance sector ensures saving a lot of time from such menial tasks.

Safeguard Financial Data for Longer

Every organization operating in insurance sector is dealing with sending quotes and invoices to prospects every day. FinCRM is a very small change in quoting and invoicing that can turn into bigger profits. You can instantly send quotes to your prospects from FinCRM. Moreover, you can keep a record of every payment in our CRM software without worrying about losing that.

Secure Data with FinCRM | FinCRM
Insurance related Knowledge | FinCRM

Keep All the Knowledge in CRM

A customer imagines the picture of an insurance agent as an expert. Hence, it becomes very important for every agent to know everything about insurance sector. FinCRM can be very handy in sharing and searching for knowledge related to your industry. While talking to a prospect, you cannot keep them on hold and dig many silos at a time for information. Our CRM software has all the knowledgeable content in it uploaded by your seniors beforehand.

Earn Extra Benefits with Extra Office Manager in CRM

It is always great to receive something extra with anything. We are also offering you an office manager in FinCRM to manage daily task sheets of your employees. We ensure that you are never going to switch software after deploying our CRM software. Your team members can attach their work files while filling the daily sheet, which can lessen your burden of manually maintaining a spreadsheet.

Daily Activities Sheet | FinCRM
Offline Leads Management | FinCRM

Let FinCRM Manage Your Offline Leads

No one ever wants to leave anything behind for lead generation. We acknowledge that you must also be focusing on offline leads along with your online leads. Managing those offline leads is no hassle when you have FinCRM in your system. Add manually or import bulk leads in our CRM software without any restriction on the number of records. When your limit is the sky, then why to keep the number of leads in bounds in your CRM software?

Automatic Leads Aggregation | FinCRM

Aggregate More Leads, Close More Deals

There must be times when you are tired of aggregating leads from various channels and want to skip this step. FinCRM provides you that chance of not finding leads manually. Our CRM software is your masterstroke in lead generation for your insurance business. Your work here is to just integrate our CRM software with required online channels and let it work automatically at your place.

SMS & Email Reminders | FinCRM

Be in Communication with Prospects Consistently

Our human brain already deals with a lot of things in a day and sometimes forgets a few important things, like payment dates. This is your golden chance for enhancing your relationship with your customers by reminding them about payments with FinCRM. Our CRM software lets you send reminder SMS/email alerts to your customers on time. Execution of such strategies can add a twist of fate to your business and build a respectable persona in your customers’ minds.

Meeting Reminder with CRM | FinCRM

Never Be Late on Meetings with CRM

Amidst a lot of important work in the office, a meeting can anytime slip from your mind. A small meeting can turn into a profitable deal in insurance sector. To help you be on dot for every meeting, we have incorporated Calendar in FinCRM with a meeting reminder. Set a reminder for meeting beforehand and let CRM software nudge you before time about your meeting. Not wasting anyone’s time in waiting for you can make them happy and offer holistic experience.

Sales with Graphical Reports | FinCRM

Evaluate Graphical Reports to Understand Your Sales

When you are working with all the blood and sweats to acquire & retain customers, you must also know how long you already have come. This is possible with graphical reports of FinCRM. You can assess and regulate leads and opportunities at various stages, the most beneficial sources, and productivity of your team by easily understanding graphical reports through our CRM software. There are also many filters readily available to help you evaluate sales to the depth.

Marketing Campaigns | FinCRM

Carry Out Marketing Campaigns from CRM

When you are doing everything from CRM software, then why leave CRM for marketing campaigns? To lessen your software juggling, we have incorporated a marketing campaign management system in FinCRM for your ease. Directly send marketing emails/SMS to the list of customers through our CRM software and see your productivity graph going up and up.

Task Allotment | FinCRM

Save Your Energy and Time from Manual Task Management

Task allotment and tracking is a menial task, but eat up a lot of your time and energy. More the number of employees, the more time you kill in allotting and tracking tasks. To effectuate this imperative but time-consuming process faster, we have brought FinCRM on your table. Kanban view of our CRM software is a bonus to track every task’s progress. Implementation of CRM software in insurance sector ensures saving a lot of time from such menial tasks.

Secure Data with FinCRM | FinCRM

Safeguard Financial Data for Longer

Every organization operating in insurance sector is dealing with sending quotes and invoices to prospects every day. FinCRM is a very small change in quoting and invoicing that can turn into bigger profits. You can instantly send quotes to your prospects from FinCRM. Moreover, you can keep a record of every payment in our CRM software without worrying about losing that.

Insurance related Knowledge | FinCRM

Keep All the Knowledge in CRM

A customer imagines the picture of an insurance agent as an expert. Hence, it becomes very important for every agent to know everything about insurance sector. FinCRM can be very handy in sharing and searching for knowledge related to your industry. While talking to a prospect, you cannot keep them on hold and dig many silos at a time for information. Our CRM software has all the knowledgeable content in it uploaded by your seniors beforehand.

Daily Activities Sheet | FinCRM

Earn Extra Benefits with Extra Office Manager in CRM

It is always great to receive something extra with anything. We are also offering you an office manager in FinCRM to manage daily task sheets of your employees. We ensure that you are never going to switch software after deploying our CRM software. Your team members can attach their work files while filling the daily sheet, which can lessen your burden of manually maintaining a spreadsheet.