The Best CRM for insurance industry ​agents helps you make more sales in less time, with less effort.  

There are a lot of different CRM options and they all have the same basic functionality, they enable you to dial faster and easier, which enables you to talk to 2-3 times as many people per day with less effort, enabling you to make 2-3 more sales per week, usually in less time, definitely with less effort.  This is why the use of CRM software for insurance companies is very common, particularly among top performers.

While there are many dialers used by salespeople in many industries, they all cost about the same, $100-$150 per month for an agent, they will all dial the phone for you, and keep track of the results and that alone will double or triple your sales, so the only question really is, is it worth $100-$150  a month to double your sales?  One dialer in particular is optimized specifically for insurance sales.

Our dialer is designed specifically to increase insurance sales.  It's customized for insurance agents to save them time and energy, so they can focus on selling insurance instead of focusing on dialing the phone.

Whether you are using the CRM for health insurance, life insurance or auto insurance, the top CRM for insurance industry  agents will give you The ability to increase your insurance sales immediately.  No learning how to program or figure out how to work the dialer into your existing processes.   Plus:

• Increased Productivity: Without a dialer, making 100 calls a day is a lot, with a dialer, making 100 calls in an hour is possible.  This significantly increases an insurance agent's daily call volume, enabling them to engage in a higher number of conversations with potential clients. The more people you talk to a day, the more opportunities there are for selling insurance policies.  What would your sales be like if you talked to three times as many people each day?
• Time Savings: By automating the process of dialing, a dialer eliminates the time-consuming elements of manual dialing, such as dealing with incorrect numbers, voicemails, and unanswered calls. This allows insurance agents to allocate their time and energy exclusively to live conversations, maximizing their effectiveness.  It's just a click of a button to send a text or leave a voicemail message.  
• Less Effort:  When you manually dial the phone, you have to temporarily memorize the number, which takes a  bit of mental effort.  It's just easier to use the top  CRM for insurance sales, so you aren't as tired after doing the same amount of work, which enables you to double or even triple your sales with the same or less effort.
• Automated Lead Management: Leveraging advanced lead management features, dialers efficiently organize and prioritize leads. They closely track interactions, and handle the scheduling of follow-up calls. As a result, every lead is effectively managed, reducing the likelihood of potential clients slipping through the cracks.
• ​Personalization: Despite the automated nature of dialing, dialers can be seamlessly configured to incorporate personalization. This means that agents can infuse each call with personalized elements, such as using the recipient's name, location, or addressing specific insurance needs. This personalized touch can help you not "sound like a telemarketer" significantly enhancing the quality of your calls.
• Callback Management: With automated callback scheduling, insurance agents can optimize the timing of their follow-up interactions. This ensures that they reconnect with leads at times that are most suitable for the potential clients, thereby increasing the chances of reaching individuals who were previously busy or unavailable.
• Easy importation of your leads into the Dialer/CRM Systems: You just upload the excel file of leads into the the CRM.  The dialers seamlessly integrate with Customer Relationship Management (CRM) systems, enabling insurance agents to be more productive. This integration streamlines record-keeping, facilitates updating client records, and ensures that interactions are managed cohesively.
• Scalability: Insurance CRM/Dialers are designed to accommodate the growth of insurance agencies. They can be effortlessly scaled to handle a larger number of agents and leads without imposing a burdensome administrative workload. This scalability is a key asset for agencies experiencing expansion.
• Reduced Manual Errors: The automation provided by dialers significantly minimizes errors that can arise from manual dialing. Such errors may include misdials, dialing the wrong numbers, or inadvertently omitting digits. With a dialer, these risks are greatly reduced.
• Avoid getting your personal cell phone blocked because you get accused of making spam calls.  With a dialer/CRM you just get a new phone number, when your personal cell phone gets flagged for spam, it's a much bigger pain.

Use the dialer that is the top CRM for insurance industry agents, the CRM that is optimized to maximize your insurance sales.  Fill out the form below to get a free demo ​and see how easy it is to double or triple your insurance sales!