This is a busy season for homeowners insurance agents because of a still-hot housing market. PwC reports that one in three consumers will walk away from a brand they love after a bad experience. A good set of tools for managing customer relationships and automating marketing tasks is crucial for independent agents. Using customer relationship management software can help agents strengthen their relationships with current and prospective clients.
Engaging in meaningful interactions
Independent agents must earn the trust of customers, especially when the protection of their most valuable assets is often intangible and future-focused. It is easier for agents to establish and maintain trust with their clients with a CRM solution by easily accessing and using key customer data, such as their purchase history and family members, from a centralized platform, making their clients feel valued—and confident they are receiving personalized insurance recommendations tailored to their specific needs.
Agents can also use a CRM to build a pipeline of leads; new customers that will propel their growth in addition to converting prospects and nurturing existing relationships. With committed client relationships and growing brand loyalty that drives referral business, agents can achieve steady, predictable revenue.
Relationship building with customers
Using technology solutions such as CRM platforms can also help agents stay on top of client communications. Many homeowners only communicate with their agents when they’re purchasing a policy or filing a claim, but that shouldn’t be the case. Marketers can save time by using marketing automation capabilities in some CRM platforms.
Client communications based on the client’s unique needs can be delivered on a regular basis through marketing automation, and client interactions can be tracked. With CRM software, independent agents can build stronger client relationships and create more meaningful interactions, establishing trust and generating more business.
Enhance the sales experience for agents and customers
Many new technologies like Inshura are streamlining insurance processes, eliminate many of the cumbersome tasks that plague the agents and brokers everday.Inshuraspeeds time to sale, improves the client experience, and improves customer retention. With built-in montoring of customer renewal status and automated communications, managing sales is much easier, allowing for more time to focus on agency growth.
Adopt technology that impresses prospects and clients.
Customer experience is a big part of marketing. You get one chance for a first impression. Software likeInshuramakes it easy to provide quick turn-around times on quotes, facilitates enrollment in minutes, and gives you great looking proposals to present to your insurance clients. If that’s not enough, ask Inshura about the free custom branded portal you can use to manage new and current insurance clients.
Inshura is a FREE online ACA insurance tool, perfect for agents and agencies! Agents can boost their ACA and other enrollments using this easy-to-use solution for quoting, enrolling, automating renewals, and managing clients!
And inshura is CMS EDE PHASE III certified, so it automatically exchanges data directly from the Marketplace.
Building excitement about industry-changing technology is the key to growth. As a professional communicator, Paul turns complex, technical projects into compelling customer stories that build excitement and grow sales. And Paul’s Marketing and PR campaigns convince people to re-think & improve their business.
From Omnichannel outreach to Technical SEO, TV Advertising to Social Media, Paul connects Inshura’s message to thousands of people selectively targeted to bring about the best ROI, ensuring 3x to 5x company annual growth.
With an incredible depth of knowledge about an insurance agency’s day-to-day operations, the experience Linette gained while managing her agency is vital to our understanding of an agent’s daily needs.
Bringing more than a decade of experience to Inshura, Linette was recognized as one of the highest Medicare-producing brokerages, with special honors for Compliance and Customer Service before joining our team.
Linette’s real-world insights and ability to connect with customers are invaluable to both our development and marketing teams.
With more than twenty-five years of experience in commercial litigation, commercial transactions, and regulatory compliance, Susan, our Chief Legal Officer, oversees Inshura’s legal and compliance responsibilities.
Susan has represented many businesses in diverse but relevant fields including information technology, healthcare, insurance, and professional services. The breadth and depth of her legal knowledge and experience enables her to help Inshura stay on top in the fast-paced and growing online insurance market.
Before joining Inshura, Matthew built a very successful insurance business. The experience and insights he gained along the way translate to an ability to communicate with other insurance professionals and bring them into the Inshura family.
Under Matthew’s stewardship, Inshura has grown year-over-year, with inshura experiencing a 5x growth in health insurance sales.
Turning ideas into products is what Ashwini does best. We turn to her to take a vision and mold those ideas into viable products.
With a unique ability to work closely with multiple departments, like engineering, sales, marketing, and customer service departments, Ashwini deftly consolidates input from every department and then guides the development of successful, feature-rich, and easy-to-use solutions.
Passionate about product quality, with a customer-focused perspective, Manal leads the departmental teams to design the very best solutions.
His experience with the medical and technology industries translates into an ability to interpret and define new processes and automation strategies that bring Inshura its’ unique and efficient functionality.
With a Computer Engineering degree and later an MBA from the Wharton School of Business, Manal’s experience and leadership is proven by our rapid growth.
With a keen insight into technology, development, and business operations, Ravi is growing Inshura into a next-generation company focused on technology and the customer.
As a strategic innovator, Ravi was central to the success of multiple projects at Verisign, Portal/Oracle, and ACT TV. With decades of leadership experience in the high-tech, fintech, and logistics industries, he is expanding the scope of inshura to include AI, ML, and other new technologies.
Starting with just two people, Girish took just a few short years to build a $135 million technology company.
Mr. Panicker received his degree in Computer Science, then earned a Master of Science in Computer Science from Drexel University in Philadelphia. In 2003, Girish transformed his software skills and passion for building custom software into his own business.
Inshura is his latest innovation. An insurance quoting and enrollment platform that solves daily challenges experienced by thousands of insurance agents.