It’s essential to have a customer relationship management (CRM) system as an insurance agency. A good CRM system can streamline sales and marketing efforts, improve customer service, and increase productivity and efficiency. With so many options, it can be difficult finding the right one for you.
As an independent insurance professional, I understand the importance of a good CRM system. A good and reliable CRM system helps track and manage customer data, streamline sales and marketing efforts, improve customer service, and increase efficiency and productivity.
However, with so many CRM options on the market, it can be difficult finding the best system for you.
In this article, we’ll discuss what to look for in a CRM system, the top and other popular CRM systems, and how to choose the best CRM system for you. Let’s get started!
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The Best CRMS For Insurance Agencies
Customer relationship management (CRM) is critical to keeping track of leads, clients, and policies. A good CRM system can help insurance agencies streamline their sales process, improve communication with clients, and increase productivity.
With so many CRM options available, it can be overwhelming to determine which one is the best fit for your agency.
To help you make an informed decision, we’ve compiled a list of the top CRMs for insurance agencies. These systems have been chosen for their robust features, ease of use, and integration capabilities. Whether you’re a small start-up or a large enterprise, one of these CRMs will meet your needs.
| Insurance CRM | Description |
|---|---|
| AgencyBloc | A CRM platform designed specifically for insurance agencies. It offers features such as contact management, policy management, and automated workflow. |
| Applied TAM | A CRM platform for insurance agencies that offers features such as policy and client management, automated workflow, and reporting. |
| Applied Epic | A CRM platform for insurance agencies that offers features such as policy and client management, automated workflow, and reporting. It also integrates with Applied Rating for rating and underwriting capabilities. |
| Salesforce | A widely-used CRM platform that offers a range of features, including contact and account management, automated workflow, and reporting. It can be customized to fit the needs of insurance agencies. |
| Zoho CRM | A web-based CRM platform that offers features such as contact and account management, automated workflow, and reporting. It can be customized to fit the needs of insurance agencies. |
| EZLynx | A CRM platform for insurance agencies that offers features such as customer management, policy management, automated workflow, and reporting. It also includes integrations for rating, document management and agency websites. |
AgencyBloc CRM
AgencyBloc is a customer relationship management (CRM) software designed specifically for insurance agents. It offers a variety of features to help agents manage their client relationships, including contact management, policy tracking, and automated communication tools.
Pricing: $75.00/month for one user
The software also includes a built-in marketing automation system to help agents generate leads and promote their services. Their website offers many case studies on how their CRM has benefited insurance agencies.
Unique Features: AgencyBloc offers integrations with popular insurance-specific tools such as Applied Systems, Vertafore, and HawkSoft, which allows agents to automate processes and streamline their workflow.
Important Note: Their solutions are tailored for health insurance, group benefits, senior market insurance, and life insurance agencies. AgencyBloc is a comprehensive CRM solution that can help insurance agents improve their productivity and grow their business.
Applied Systems (TAM and EPIC)
Applied Systems is a leading provider of CRM software for the insurance industry, with two popular systems, Applied TAM and Applied Epic. These solutions are designed to help insurance agencies streamline their sales process, improve communication with clients, and increase productivity.
TAM Pricing: Contact vendor
EPIC Pricing: Contact vendor
With Applied TAM and Applied Epic, insurance agencies have access to a wide range of features, such as lead management, policy management, client communication, and reporting capabilities.
Unique Features: Both systems are highly configurable and can be tailored to meet the specific needs of your agency. They offer seamless integration with other industry-specific systems, such as accounting software, making it easy to manage all aspects of your business in one place.
My Opinion: I’ve used both Applied Systems CRMs and found them clunky and outdated. I ultimately stopped using them for my P&C and Life and Health insurance agency.
Salesforce Insurance CRM
Salesforce is one of the most popular CRM systems on the market, and it’s also a great option for insurance agencies. Salesforce’s Insurance CRM solution is designed to help insurance companies manage their customer relationships, sales, and operations in one place.
Pricing: $75/month for one user (with a free trial)
Unique Features: The Insurance CRM is built on the Salesforce platform, which means it’s highly customizable and can be tailored to the specific needs of your agency. It has a wide range of features that can help you manage leads, policies, client communication, and reporting. The system also offers robust analytics, which can help you gain insights into your business and make data-driven decisions.
Salesforce Insurance CRM integrates seamlessly with other industry-specific systems, such as accounting software, making it easy to manage all aspects of your business in one place. The system also offers mobile access, so you can manage your business from anywhere at any time.
My Opinion: Salesforce is a very robust solution and usually reserved for larger agencies with the need for potential to expand in the future. State Farm uses Salesforce for their agents across the country for this very reason.
Overall, Salesforce Insurance CRM is a powerful, flexible and robust CRM that can help insurance agencies streamline their sales process, improve communication with clients, and increase productivity. With Salesforce Insurance CRM, insurance agencies can centralize their customer data, automate their sales process, and gain insights into their business to make better data-driven decisions.
Zoho Insurance CRM
Zoho Insurance CRM is a customer relationship management (CRM) software designed specifically for the insurance industry. It is a part of Zoho’s CRM suite and offers a range of features to help insurance agencies manage their customer relationships, sales, and operations in one place.
Pricing: $23/month for one user (professional CRM)
The Zoho Insurance CRM allows users to manage leads, policies, client communication, and reporting. It also offers robust analytics, which can help insurance agencies gain insights into their business and make data-driven decisions.
Unique Features: One of the key features of Zoho Insurance CRM is its ability to automate many of the repetitive and time-consuming tasks that insurance agencies typically face. This allows the insurance agencies to focus more on growing their business. The system also offers mobile access, so you can manage your business from anywhere at any time.
Zoho Insurance CRM also offers a wide range of customization options, allowing insurance agencies to tailor the system to their specific needs. Additionally, Zoho Insurance CRM integrates seamlessly with other systems, such as accounting software, making it easy to manage all aspects of your business in one place.
My Opinion: I used Zoho a few years back and wasn’t impressed by their interface. At that time, it felt extremely “clunky” and not very intuitive.
EZLYNX Insurance CRM
I have a preference toward EZLynx as it is the CRM I use at my agency. EZLYNX Insurance CRM is a customer relationship management (CRM) software specifically designed for insurance agencies. It offers a range of features to help insurance agencies manage their customer relationships, sales, and operations in one place.
Pricing: $150 for 2 users (cluster/aggregator discount)
The EZLYNX Insurance CRM allows users to manage leads, policies, client communication, and reporting. It also offers robust analytics, which can help insurance agencies gain insights into their business and make data-driven decisions.
Unique Features: One of the key features of EZLYNX Insurance CRM is its ability to integrate with other systems, such as accounting software and insurance rating software, to manage all aspects of the business in one place. This feature eliminates the need for insurance agencies to switch between multiple systems, saving time and increasing efficiency.
EZLYNX Insurance CRM also offers a wide range of customization options, allowing insurance agencies to tailor the system to their specific needs. Additionally, it offers mobile access, so you can manage your business from anywhere at any time.
My Opinion: Ezlynx provides a solid solution for agencies. They have automations such as automatic policy downloads which is useful for P&C agencies as well as sequential marketing email capabilities. I use this when onboarding new clients with a 30-day email plan where they receive a sequence of 10 emails over the course of 30 days that tells them about my agency and our other offerings.
What To Look For In An Insurance Agency CRM System?
As an insurance professional, I understand how CRM systems can drastically improve your business. However, it is important that you understand what you are looking for in a CRM system to maximize its benefits for your business.
When choosing a CRM system for your insurance agency, there are several factors to consider to ensure that you find the best fit for your business:
- Features And Capabilities: Determine the specific features and capabilities that you need in a CRM system, such as lead and opportunity management, customer segmentation, and automation tools. Look for a system that offers a robust set of features that align with your business needs.
- Integration With Other Systems: Consider whether the CRM system integrates with other tools and systems that your agency uses, such as your email marketing platform or accounting software. Integration can help streamline your workflows and increase efficiency.
- Ease Of Use: Look for a CRM system that is user-friendly and easy to learn, as this will help ensure that your team is able to quickly adopt the system and start using it effectively. Consider the level of training and support offered by the vendor, as well as the availability of resources such as user guides and tutorials.
How To Choose The Best CRM System For Your Insurance Agency?
It is important to choose the right CRM system for you. As an insurance professional, I have gathered tips over the years to help you decide if a CRM system is right for you.
To choose the best CRM system for your insurance agency, consider the following steps:
- Consider Your Specific Needs And Budget: Determine the specific features and capabilities that you need in a CRM system, as well as your budget for purchasing and implementing the system. Look for a system that offers the features you need at a price that fits within your budget.
- Get Demos And Trial Versions Of Multiple Systems: It is a good idea to get demos and trial versions of multiple CRM systems to see how they work and whether they meet your needs. This will allow you to compare the different systems and determine which one is the best fit for your agency.
- Consider The Support And Training Offered By The Vendor: Look for a CRM system that comes with good support and training options, as this will help ensure that you and your team are able to effectively use the system. Consider the level of training and support offered by the vendor, as well as the availability of resources such as user guides and tutorials.
Why Is An Insurance CRM Important?
An Insurance CRM is a powerful tool that helps insurance agencies to streamline their sales process, improve communication with clients, and increase productivity. With the ability to centralize customer data, automate sales process, improve communication and gain insights, it is an essential tool for any insurance agency looking to grow and thrive in their business.
One of the best things about using a CRM is that it saves agency owners and CSRs time everyday. Something as simple as downloading car insurance policies from the different agencies can take hours without a CRM.
Of course, there’s the E&O aspect of CRMs, allowing you to track every interaction with customers via note taking.
An Insurance CRM Is Important For Several Reasons:
- Centralized Customer Data: An insurance CRM allows insurance agencies to store all of their customer data in one place, making it easy to access and manage. This helps to improve communication with clients, increase sales and customer satisfaction.
- Streamlined Sales Process: With an insurance CRM, insurance agencies can automate many of the repetitive and time-consuming tasks that come with managing customer relationships. This allows the insurance agencies to focus more on growing their business and closing sales.
- Improved Communication: An insurance CRM allows insurance agencies to communicate with their customers more effectively. With a CRM, insurance agencies can send targeted communications to their clients, such as policy renewals, and keep track of client interactions.
- Better Reporting And Analytics: An insurance CRM provides insights and analytics that can help insurance agencies make data-driven decisions. It allows them to track key performance indicators and identify areas of improvement.
- Mobile Access: An insurance CRM allows insurance agencies to manage their business from anywhere at any time, helping them to stay connected to their customers and make decisions on the go.
Frequently Asked Questions
What Is CRM In Insurance?
CRM in insurance refers to the use of customer relationship management software to manage customer interactions, sales, and operations for insurance companies. It helps insurance companies to streamline their sales process, improve communication with clients, and increase productivity.
Is CRM A Designation In Insurance?
CRM is not a designation in insurance. It is a software used to manage customer interactions, sales, and operations for insurance companies.
Why Use A CRM For Your Insurance Agency?
A CRM for insurance agencies allows them to centralize customer data, automate their sales process, and gain insights into their business to make better data-driven decisions.
What Is The Best CRM For Insurance Agents?
Some popular options include Salesforce Insurance CRM, Zoho Insurance CRM, and EZLYNX Insurance CRM, all of which offer robust features, easy integration capabilities and customizations options.
Conclusion
As an independent insurance professional, I understand the importance of a good and reliable CRM system for insurance agencies. There are a lot of options on the market, some designed specifically for insurance agencies, and some that aren’t. Be sure to follow the tips outlined in this article to help you choose the best CRM system for your agency.
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