SalezShark CRM for Life Insurance Agents

Irrespective of any industry the competition to drive sales and marketing effectively is rising day by day. Even in the life insurance industry competition is no less. Like other industries started using technology like CRM (Customer Relationship Management) software to boost their sales and marketing process; similarly, life insurance agencies, agents, and brokers also started using life insurance CRM like SalezShark CRM to get an edge over the growing competition. SalezShark CRM for life insurance agents is one of the CRMs that is liked by most life insurance agencies, agents, and brokers to build a bond of trust with their leads and existing clients. It is a great tool for them to provide their clients with a great experience, contextual communication, and resolving clients’ claims in no time. It helps life insurance agents to identify ideal prospects, track them, and automate daily sales and marketing tasks that allow them to focus more on addressing leads’ and existing clients’ needs and expectations.

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What is SalezShark CRM for Life Insurance?

SalezShark CRM for insurance agents is devised to automate various sales and marketing activities related to life insurance process that are generally done by any insurance brokers, agencies, and service providers on a day-to-day basis. Highly intuitive and functional SalezShark CRM for life insurance agents acts as an end-to-end solution to insurance agencies in driving multiple sales and marketing activities like managing prospects and contact communication history, streamlining and automating daily workflows, and managing clients’ claims, and multiple policies, all under a unified platform. It helps life insurance agents to establish seamless communication with the leads and existing clients via multiple sources and automate day-to-day workflows to amplify life insurance business productivity. Besides this, it also proves to be a great help in turning leads into deals in less time and helps in building strong relationships with clients.

SalezShark CRM for life insurance agents makes the job of life insurance agents easy in delivering a high customer service quality and enables them to access a centralized database all under one unified platform. This cloud-based CRM helps life insurance agents to stay in touch with their clients and work remotely. They can access any information related to work anytime from anywhere just by signing into the SalezShark CRM interface via the internet. The SalezShark CRM App can be opened on any smartphone that helps life insurance agents during their visits to the field to meet clients and they can stay in constant touch with their work and other clients through smartphones. Hence this CRM helps life insurance agents in more than one way which includes driving marketing campaigns, managing life insurance policies, renewals, and compliance. All these tasks can be done in a few clicks just by logging into the SalezShark CRM’s unified platform.

How SalezShark CRM for Life Insurance works?

SalezShark life insurance CRM software helps you and your team of life insurance agents in more than one way. It automates your complete process of life insurance lead management that majorly involves lead capturing (interested buyers of life insurance), scoring them (based on their choices of insurance or how soon they are planning to buy life insurance), distributing leads, nurturing leads, and then finally converting them into paying customers. Starting with lead generation, identifying the interested buyers of life insurance policies is a difficult task. However, SalezShark makes it simple by offering you its integrated database of b2b contacts where you can look for opportunities and companies that are looking forward to getting their employees insured. Besides this, SalezShark also enables you to create multiple email campaigns in a few clicks by automating the email campaigns. You can leverage the SalezShark email template library and choose desired email template from the wide range of highly customizable email templates. By using the drag and drop functionality in a few clicks you can prepare emails and can schedule their delivery based on any event, date, geography, and so on. Hence right from lead generation to lead nurturing all get automated and last but not least is the lead conversion stage that gets automated too. To convert leads effectively you can arrange them in a visual sales funnel that allows you to work on all leads together and stay in constant touch with all leads so they can be turned quickly into paying customers.

Strengthen your relationships with prospects

As we discussed above SalezShark simplifies and amplifies lead generation, but not just that it also helps you in capturing leads from multiple sources by automating your lead capturing process, so you can quickly start building relationships with prospects. Manually capturing leads from multiple sources like social media platforms (Twitter, Facebook, LinkedIn), landing pages, emails, and so on is a tedious process, as you need to log on to every platform individually to capture leads. However, by deploying SalezShark CRM this can be done in a few clicks. You simply need to log on to the unified platform of SalezShark CRM and can access all the leads captured from multiple sources and arranged together in the system based on their origin source. So now it becomes easy for you to understand where your leads coming from and how you can convert them into paying customers. You get an idea of what sort of life insurance they would be interested in buying and based on that you can pitch the right life insurance policies. This means lead nurturing gets better. The AI (Artificial Intelligence)-based SalezShark CRM offers you intelligent insights on prospects' buying behavior, needs, expectations, browsing history details, and also the history of interactions prospects made with your business through the website or any social media platform. These smart insights make your and your team of life insurance agents’ job easy in understanding the needs of life insurance policy buyers and based on that you can recommend life insurance policies.

Once you understand the needs of life insurance policy buyers you need to share informative content with them and the best way to do it is through emails. Manually sending emails to leads is a time-consuming and tedious task. However, by deploying SalezShark CRM you can automate this entire email process by creating automated workflows of emails including follow-up emails and so on. In a few clicks by leveraging the SalezShark email template library you can choose desired email template from the wide range of highly customizable email templates. By using the drag and drop functionality in a few clicks you can prepare emails and can schedule their delivery based on any event, date, geography, and so on. Besides this, you can also add the power of personalization to your every email, especially at the time of creating mass email campaigns. In such campaigns, you can address every email recipient with his/her first name which enhances personalized communication and strengthen your relationship with leads. Hence, the process of lead nurturing gets better and helps you in converting the leads into paying customers quickly.

Amplify lead conversion with SalezShark life insurance CRM software

One of the most crucial stages that decide the revenue generation of your life insurance agency is the lead conversion stage. This is the stage where you need to push your efforts to some extra miles to get all the attention of life insurance policy buyers. It is highly required you be in constant touch with your leads at this stage because this is the time when your prospects not only see your offerings but also your competitors' offerings. This is the stage where life insurance policy buyers compare policies and offerings. So you can’t afford to miss any communication or any query made by a lead as it can be lethal for your business if the query goes unanswered. In order to avoid such a situation, you can take the advantage of the best CRM for life insurance agents i.e. SalezShark CRM which offers you an option to create a visual sales funnel. In this visual sales funnel you arrange all your leads based on their probability of buying a life insurance policy from you. As the life insurance policy buyers show more interest in buying, you can move them to the bottom of the sales funnel. By leveraging the drag and drop functionality leads can be moved easily into the sales funnel. Besides this, SalezShark visual sales funnel also makes your job easy in prioritizing leads and you can pay attention first to those leads that are at the bottom of the funnel and can be easily turned into paying customers, and then the rest of the leads. Hence by leveraging the feature of creating a visual sales funnel, you can work on all leads together and amplify lead conversions.

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Benefits of SalezShark life insurance CRM software

SalezShark CRM for life insurance agents keep the database of all your customers safe and centralized under its unified platform that can be easily accessed by you or by the people you authorize. In a few clicks, you can go through various information about prospects related to claims, policies, and interactions made in past. It allows you to keep a record and streamline life insurance policyholders’ data in a cloud that enhances the security, instant accessibility, and traceability of data. By deploying SalezShark insurance CRM life insurance agents can easily automate day-to-day insurance-related workflows that majorly involve lead assignment to life insurance agents based on various fields, setting reminders to customers whenever a policy renewal is due, or setting reminders to wish them on their important days such as birthday, anniversary, festivals, and so on. SalezShark CRM simplifies your reporting process as it offers you some advanced analytics that helps you in understanding the latest trends, forecasts sales, and so on.

It offers you auto-generated detailed reports that make your job easy in analyzing your business performance. You can also present the same reports to senior officials and make your presentations more accurate and effective. SalezShark CRM for insurance agents also helps life insurance agents in enhancing customer engagement by ensuring that you engage prospects through their preferred platforms like email, phone calls, chat, and social media channels. SalezShark CRM enables you to establish uniformity and standard across your life insurance agency. It helps you to standardize the life insurance sales and marketing process by enabling you to create SLAs, and checklists and automate daily sales and marketing tasks to ensure that consistency is maintained while serving prospects and existing clients.