Archive for February 20th, 2013

How a CRM can help your insurance agency

Insurance web design

A key part of an insurance agent’s business relies on being organized. They need an insurance agency CRM, which is a database to help them keep track of their clients, and potential clients.
There are many insurance CRM systems available for the agent to use. Some insurance agency CRM require a lot of customization to make them applicable to an insurance agency. the properly designed insurance web site design of the insurance agency CRM you choose should be one that is capable of quality insurance web design.
Look for an insurance agency CRM that offers easy to use software and web design tools. Information is the key to any sale. If you’re calling a lead that you talked to a year ago, you should have notes about that call. You should know about pre existing conditions, dependents, long term goals, and anything else a client may divulge. Customer service can be a whole lot easier if you can instantly look up a client’s contact records and see a full report of everything you’ve ever known about them.
Your insurance agency CRM should be specifically designed for insurance agents. The software you use needs to be powerful enough to handle enterprise level needs with less is more tools.
The insurance agency CRM should include the basic demographics, category fields and custom fields., allowing the insurance agent to easily add client notes, lists, birthdays, and anniversaries. The Insurance agency CRM will help with unique plans and auto responders that will keep the agent on task with policy renewals, and policy non renewals. The CRM will allow the insurance agent to access the database from home, work or on the road via secure networks.
The Insurance Agent who needs to get organized, should be actively pursuing the insurance agency CRM that will allow them to get up and running quickly.
See this reference for more:

Home Insurance Blues

Low cost home owner insurance

I just purchased my first home. It is an exciting time. I can paint the walls any color I want, I can hammer nails all over the place without worry, and in 30 short years I will have a place entirely my own. Before signing the dotted line I made spreadsheets of all the costs owning a home would include. I padded the estimates and even added allowances for vacations, clothing, and the like. And then I researched home insurance cost. I had some surprises.

I had never before considered the cost of home insurance. I had not needed to ever consider home insurance cost. I did some shopping around and eventually did find some low cost home insurance. I had no idea what my home insurance cost would be. On the one hand, I might never need it. On the other hand, I might need it to replace absolutely everything I own. It was important. But would it be affordable?

I set out looking for low cost home owner insurance. And I found it. I was thankful to find that I could afford the home owners insurance costs. It might not be a fun way to spend money but it is essential and I sleep better at night knowing it is there. I found that the average home insurance cost varies for which area of town people live in and in what city. That made sense. Although I had never really considered it. Home insurance cost also varied on size of the house and home insurance costs also varied depending on the age of the house. That also made sense. But I was surprised with all of these variations that I was still able to find low home insurance costs. Thank goodness. I really wanted that house. And now I have it.