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Discover New Ways to Optimize Every P&C Insurance Lead

Property & Casualty insurance is fairly unique in the insurance world, as customers are not locked into their purchase for any regulated period of time. This means that P&C insurance customers are driven by entirely different reasons than those purchasing health insurance, life insurance or other insurance products. Loyalty to their providers is one of the largest driving factors for individuals seeking to purchase property & casualty insurance. Because of this, additional emphasis must be put into the way that your agency handles customer service and how you communicate with your customers.

Five Benefits of Optimizing Your Agency with a CRM

While the concept of a CRM isn’t anything new, many businesses are just now discovering the benefits of implementing a unified system to help manage the relationships between their customers and their brand. The benefits of implementing a CRM into your agency are vast. And implementing a CRM custom-tailored for your industry offers up even more functionality than an industry-agnostic CRM, like lead distribution and policy management, and will lead to impressive results and other improvements to your business you may never have thought possible.

Lead Distribution without the Sunk Cost

Lead generation and distribution is an essential component to an Agency's success. Carriers, FMOs, and GAs are on a relentless pursuit for new leads and significant dollars are used to outbid the competition. Congratulations you have outbid the other guy! How are you going to effectively distribute these leads and manage the life of the lead so your well spent dollars do not go down the drain?
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