We know that agents are always looking for ways to increase the number of insurance agency sales they make each year. Therefore, you need a CRM system that can help you do this without overwhelming your staff. That is why we designed our InsuredMine CRM specifically with the needs of insurance agents in mind.
We provide an AIDA (Awareness – Interest – Desire – Action) funnel, which allows you to manage your sales pipeline and close more insurance agency sales through the dashboard. You can also create multiple pipelines and customize steps, so you never have more than one step open at a time. Track all your activity such as emails, meetings and quotes with InsuredMine's card-based design to ensure you maximize your revenue potential.
In this post, we explain how to get started building an insurance agency sales process using InsuredMine's sales features, including:
- Sales Pipeline- How to increase your sales pipeline management and increase your insurance agency sales.
- Opportunities- how to reveal cross-selling and resale opportunities to new and existing customers.
- Goal Management – set and track your personal sales goals as well as your sales goals for your agents daily, weekly and monthly.
- Task Management – Record and track your daily tasks, set tasks for your agents and receive notifications when the agent's tasks are complete.
- Benefits of account 360 – everything you need to improve your insurance company's sales including all important customer and future information and the core of your insurance company, all in one central and easily accessible place.
Sales Pipeline Management
Using a card-based CRM that categorizes activities such as email, meetings, quotes and tracking your agent's activity is the best way to increase your insurance agency's sales.
Creating pipelines is a great way to manage new leads and get them down the pipeline, which increases your insurance agency sales. Each lead that enters your system will go through a simple funnel process, starting with awareness (lead information) and ending with action (revenue). Along the way, you can add notes about where they are at each stage of the cycle using InsuredMine's card-based workflow.
The insurance agency's sales pipeline begins with awareness (lead information) and ends with action (revenue), but includes middle steps for interest (get them to call back) and Desire (close the deal). You can customize each step by adding notes about where they are in your process. And if things change, you can easily move the card to another stage.
Create as many pipelines as you need, with customizable steps. Increase revenue from your insurance agency sales by closing more deals while reducing agent burnout.
Opportunities for cross-selling and sales
To increase your insurance agency sales, you need an insurance CRM that reveals opportunities for cross-selling and sales. With InsuredMine, you can increase your revenue with a CRM insurance policy designed specifically for the industry. Turn your book into a cross-selling and sales tool. Get the most out of your current accounts by looking for cross-selling and sales opportunities that can increase your revenue by 25% to 30%.
InsuredMine is perfect for you if you have difficulty finding insurance companies' sales opportunities in your book through cross-selling and resale. With InsuredMine, you can track the total number of opportunities in your book and see which products are most popular with your potential customers!
You can use the goal management feature of InsuredMine to focus on how many goals each of your agents have achieved. What's even better is that the goal management feature allows you to set goals individually for all team members (agents and staff).
InsuredMine's goal management feature keeps you productive and up to date. Identify the number of goals each agent has completed, as well as who is responsible for completing them. The interface allows you to create a list of tasks that must be performed afterwards with an assigned due date and a progress indicator that shows you how close you are to reaching your goals.
We know that insurance agents always want to increase their insurance agency's sales. That's why InsuredMine's robust goal management features allow your agency to set a monthly revenue goal and a monthly productivity goal that tracks your daily, weekly and monthly progress in one place. You can also create individual goals for your team members, so that they are aware of the number you expect them to meet and how their performance factors affect your overall insurance agency's sales.
InsuredMine's task management feature allows you to prioritize your day and achieve your goals. With InsuredMine CRM, you can record your activity and track your progress for all your initiatives, from making plans to keeping track of a project.
Your staff will be more productive when they know what to accomplish and who is responsible for non-priority activities. Your entire team can see what needs to be done and who is responsible for important projects.
Each of your accounts is accessible through the InsuredMine 360 account, which quickly provides you with a wealth of information about each account.
InsuredMine gives you easy access to all important information about each of your customers inside your InsuredMine instrument panel. It offers policy overviews, customer insurance information, personal information, e-mail and mobile interactions and e-mail analysis all in real time. You can also keep track of how your insurance company's sales number progresses when you're on the go by tracking your agents' business with the InsuredMines Deal Progress feature.
Use InsuredMine's smart search function in Account 360 to find personal and contact information such as Name, City, address, email and phone number for both your customers and your future prospects. You can use this information to increase your insurance agency sales.
Ready to improve your insurance agency sales?
To be successful in the insurance world, you need to constantly increase your insurance agency's sales. InsuredMine is the perfect CRM insurance platform to help you do just that. Try InsuredMine for free today.