CRM Best Practices Every Insurance Agency Should Know

Nicholas Ayers

Nicholas Ayers

Better Agency Co-founder

Insurance CRM software, or Customer Relationship Management software, is an incredibly valuable piece of technology. It’s a fast-growing tool that helps insurance companies pave the way for solid relationships and interactions between themselves and their customers. However, like any tool, CRM must be used the right way to have its users’ best effect. 

Here, we’ll take a look at the top five CRM best practices that insurance agencies should consider for their CRM systems. But before investigating which practices are best for insurance CRM, let’s first look at the benefits and potential struggles of working with the software.

Know what your agency needs

CRM software comes in many different shapes and sizes. Some offer loads of lavish features, while others a humble handful. But before you can choose the best CRM for your business, you need to be aware of your business’s specific CRM needs. After all, how can you choose the best option for yourself if you don’t know what you need?

Some CRM software programs offer clients very little help with daily tasks. These programs won’t save companies any time with data-logging and can. Instead, they can make the task all the more time-consuming by requiring more data boxes to be filled to save records or slow down the system’s operating speed with every file saved.

Others lack entirely any opportunity for growth. Some CRM systems are built for the “here and now” only. They’ll work great for companies happily settled where they are, not looking to expand, but for those companies who are, these systems will only work for a short time before they have to be traded for something that has more mobility. 

Still, others require too much training for them to be feasibly used. 

In order to avoid the pain of ending up with a CRM software that isn’t going to work for you, take some time at the beginning of your search to seriously consider what you really need. Don’t fall for all the bells and whistles, and don’t settle for less than you need.

Choosing the best CRM for your business.

Choosing the right CRM software for your business can feel like a never-ending uphill battle. Many companies claim to offer options that fit every business, but that simply isn’t true. No one CRM provider can offer every feature that your company needs at a price that reasonably fits your budget. 

In order to find the best option for yourself, you’ll need to put in some work — do your research. Take the necessary steps to figure out who offers what you need, and take your time doing it. Once you’ve found programs you think would work, go a step further and figure out not only the capabilities and advantages of choosing that CRM but also discovers its weaknesses and disadvantages. In the end, you should be left with CRM software that will be compatible with your agency’s needs.

Provide proper training for your workforce.

Once you’ve chosen the best CRM software for your company, you need to make sure that it will be used to its best advantage. All the employees who will be interacting with the software on a daily basis need to make sure they understand the importance of the software and how much it can make their lives easier. 

If employees don’t understand why the software has been added or how to use it, CRM will likely become a wasted expense. Educating employees on maximizing the technology is the first step agencies and companies must take to engage a successful, time-and-stress-saving CRM software.

Reallocate time & energy by automating tasks.

With your new software in place and your employees trained on how to take advantage of it, the next step you need to take is automating any repetitive tasks. By automating tasks that are repeated often, you can save yourself a lot of hassle. When tasks are automated, the chances of any errors occurring drops drastically–very few mathematical, spelling, or scheduling mistakes will be made when software programs like CRM handle them.

Additionally, by automating repetitive tasks, workers can free up a huge amount of their time during the day.

  • No more retyping the same email or copy-and-pasting messages across multiple recipients
  • No more hours of hand-cramp-inducing manual data entry work
  • No more time wasted searching for the name of that one contact you met four years ago whose information just has to be somewhere.

Make data-driven decisions based on the CRM’s analytics.

Once you’ve chosen the best CRM software for your company, you need to make sure that it will be used to its best advantage. All the employees who will be interacting with the software on a daily basis need to make sure they understand the importance of the software and how much it can make their lives easier. 

If employees don’t understand why the software has been added or how to use it, CRM will likely become a wasted expense. Educating employees on maximizing the technology is the first step agencies and companies must take to engage a successful, time-and-stress-saving CRM software.

Invest in a CRM that grows with you.

CRM is a vital cornerstone upon which the success of a business can be built. But CRM doesn’t just help you maintain your business. It can promote growth and expansion as well. CRM can help businesses create more sustainable relationships with the right customers, reduce sales and work costs, increase employee productivity by taking over menial tasks, and increase how much information customers retain about your company’s products and services. 

By investing in a CRM software program that you can customize to your exact needs, you ensure that the system can grow with you in the future, pushing your company beyond what you otherwise may have achieved.

Choosing the Best CRM Software for Insurance Agents

Finding the right CRM software for your company can take time, and figuring out how to properly use it may take longer. But in the end, spending a bit more effort to make sure you end up with the right system is worth all the trouble you may go through to find it. After all, the numerous benefits to using CRM will far outway the cost of a few hours’ research in the beginning–you’re sure to more than makeup for any time lost with the hours of data entry and automatic processes that CRM will save you.

Better Agency: The #1 Insurance CRM

If you are an insurance agent looking to grow your agency and streamline your processes with automation, then you need to use an Insurance CRM.

Better Agency was built by insurance agents and it’s the top choice for agents looking to grow their business. With Better Agency you can take advantage of all the top features included: automation campaigns that are built into the platform. This includes all of the emails and text messages, as well as reporting and task management.

Schedule a Discovery Call with Better Agency now

Manage and Automate Your Agency With Just One System!

A simple to use “done for you” system that allows you to grow sales and save time. 

Trusted by hundreds of P/C agents in all 50 states