The insurance business is often hectic and complex, even on the best of days. If you’re business is selling insurance, then you need the tools to make your job more efficient. These tools take much of the tedium out of the workload and let you focus on the person-to-person contacts and work that make your sales thrive.
CRM
Customer relationship manager (CRM) software is commonplace. The question is, how well are you using it?
At its most basic, the CRM helps you to keep track of the information you have about a client. However, if you go beyond the basics, it can help you group, prospect and target market your clients on any number of criteria. It also allows you track personal details about your clients and their interests that help build those one-on-one relationships.
Email Marketing
Using email to communicate with clients, potential clients, and colleagues is how business runs today. Most service based businesses, such as insurance, find email to be a vital way to not only communicate with existing clients, but to build new clientele as well. Through email marketing, your business can keep in touch with those potential clients who may not yet be ready for your product, but who may be someday. Email marketing is an inexpensive way to keep that communication alive without spending a lot of time and personal effort doing so.
If your CRM does not include email marketing. You may also wish to use a separate tool for this or may be able to find a suite of tools that tie CRM and email marketing together easily. Remember that email marketing is separate from normal email communications, reminders to clients, or one-on-one emails to conduct business. Email marketing is about contacting many people at once, often in a more generic way than a personal email would. Email newsletters, short emails explaining a new product of interest, or general updates (seasonal announcements, internal announcements such as personnel changes, etc.) are forms of email marketing.