Resources for Insurance Professionals | P&C Insurance Lead Management

The Importance of a CRM for Growing Your Book of Business

CRM, also known as customer relationship management software has become one of the most utilized tools that expanding businesses implement in their day-to-day operations. This software can easily help your company to track its communications with your clients and continue to nurture those valued relationships going into the future.

Why You Should Be Buying Insurance Leads

When it comes to selling P&C insurance, having quality leads can make all the difference in the world. When you thoroughly understand your target market and have time to invest in lead generation tactics, you can grow your business significantly. However, many P&C insurance agencies don't have time to invest in lead generation. This is where buying quality leads comes into play. This should be one of your best insurance marketing tools for growing your client base.

4 Ways to Optimize Your Insurance Lead Funnel

If you’re familiar with the workflows and processes involved in agile delivery, you’re also no doubt familiar with bottlenecks and the setbacks and delays they can incur. Finding those bottlenecks and unclogging them are critical to operational efficiency and overall business growth for your insurance agency to thrive.

5 Ways an Insurance AMS Can Help Rev Up Your Sales Ops

Whether you are just starting or have been running an established insurance agency for years, one thing is sure: You need more insurance clients. We all know how difficult it is to grow a business in the insurance market. If you're looking to get your company's insurance agency on the map, an automated solution via an insurance AMS (Agency Management System) could be just what you need.

Insurance Lead Management 101: Best Practices for Insurance Agencies

3 Features to Look for in an Agency & Policy Management Solution

Agency and policy management solutions are becoming a popular tool for insurance organizations to on-board, taking a lot of the guesswork out of running their business. These toolsets should provide a comprehensive feature set to help insurance companies enhance processes and optimize efficiency across the board. For those businesses looking to increase productivity and eliminate unnecessary work through process automation, there are many tools out there that can help.

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.

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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