A successful insurance agent must have a system to keep track of their clients and their information. A reliable CRM (Customer Relationship Management) can help you manage your clients, quotes, policies, and other data. And by managing this all in one central place, you can also integrate your VoIP system to track calls, customer notes, and more.
These days, sales teams in the insurance industry need to connect, jump on leads quickly, and make data-driven decisions using easy-to-access data sources throughout the sales process. As a result, many CRM systems available today are software as a service (SaaS) solutions.
If you don’t already use an insurance CRM, you can learn more about the best options for insurance agents and how to pick the right one:
- Applied Epic
- NexJ CRM
- VRC insurance Systems
- iPipeline CRM
- Better Agency
With so many options, it’s important to find one that meets your needs and integrates seamlessly into your agency’s workflow, streamlining how your agency interacts and utilizes client data.
If you don’t already use a CRM, you can learn more about the best options for insurance agents and how to pick the right one.
Why Insurance Agents Need CRM with VoIP
Utilizing the right CRM for your organization is the first step in organizing data and keeping track of important client information. The second step is ensuring your CRM integrates directly with your VoIP software. VoIP calling software allows you to easily make and receive calls to clients and track all aspects of your interactions. It’s also essential that your VoIP provider offers a recording feature so you’re compliant with the CMS Final Rule 2023. The software gets installed on your computer and can be used through a web browser or directly through an app on your phone, tablet, or computer.
Every day, insurance agents juggle numerous tasks, so finding tools that simplify processes and automate workloads are necessary. If you don’t streamline these processes and manage your time well, your workload can get overwhelming. But a seamlessly integrated CRM and VoIP solution can help with that.
Insurance CRM software helps agents and insurance brokers organize everything from leads and insureds to call notes, tasks, and more. Your CRM will help you improve your task management, follow-up emails, and marketing efforts all in one simple place.
Insurance CRM VOIP Integration
A few options exist when choosing a CRM and insurance VoIP software for your insurance business. Many insurance agency management software offers CRM solutions and can connect to VoIP solutions. You can also look at insurance CRM solutions that include specialized insurance management tools that fit your business’s needs.
Whatever features you’re looking for, you can learn more about the best CRM solutions for insurance agents to streamline sales processes and create the best customer experience possible below.
AgencyBloc is an agency management system that helps life and health insurance agencies secure and grow their business with an industry-specific CRM, commission processing, and integrated business and sales automation.
AgencyBlog allows you to communicate easily between your CRM and management system to improve your workflow and boost your team’s productivity. You no longer have to work with frustrating siloed data. Instead, harness the potential of AgencyBloc integrations in your agency.
- Call auto-logging and recording
- Alerts with details on who is calling and direct links to the caller’s record in AgencyBloc
- Click-to-call feature for every phone number in the AgencyBloc database
- Ability to add detailed call notes
- Ability to select if logged call activities are marked as “Complete” or “In Progress.”
- Can have every phone interaction auto-logged as a note in the appropriate record inside of AgencyBloc
HubSpot’s CRM platform has all the tools and integrations you need for your agency’s marketing, sales, content management, and customer service. Hubspot’s platform offers many powerful stand-alone tools and the ability to integrate many areas of business together at once.
- Rich insights into your customers and services
- Deep dives into your clients’ history with the in-app HubSpot integration
- Data on tracked phone conversations, call notes, call recordings, customer journeys, and more
- Better customer communication
- Centralized cloud storage and workspace
- Flexibility and easy to access information from anywhere
Pipedrive is known as the first CRM designed by salespeople for salespeople. With sales at the front of this software, you can easily build pipelines and create custom customer journeys within the software. From one extension to one thousand, Intulse VOIP phone solutions for insurance brokers, firms, and agencies in the USA provide you with a flexible, feature-rich VoIP service that can grow and change with your company – now and into the future.
- Unlimited extensions
- Conference calling
- Dial by name
- Voicemail to email notifications
- Easy-to-use dashboard that can be used from anywhere
Salesforce is a company that makes cloud-based software designed to help businesses find more prospects, close more deals, and wow customers with amazing service. Intulse Salesforce integration functions precisely like all our other Intulse integrations, but due to the complexity of the Salesforce platform, extra steps are required to integrate Salesforce within your business.
- Handle calls without leaving Salesforce
- 2-way real-time sync
- Recordings are stored directly in Salesforce
- See Salesforce caller details before picking up the call
- Performance reporting
- Call logging
- Schedule meetings
Zoho CRM empowers a global network of over 250,000 businesses in 180 countries to convert more leads, engage with customers, and grow their revenue. Bring the ease and integration of Zoho with Intulse VoIP to your team. While phone and CRM integrations can be challenging to scale, Zoho CRM is an easy-to-use software that provides the features you want and need.
Zoho CRM features:
- Virtual phone for making calls
- Call any client from the Zoho desk with ease on the Intulse dashboard
- Record and monitor phone calls right from your computer
- Transfer Click on your current call and choose its new destination
- Texting and Faxing
- Virtual conference rooms and video conference call management is simple to set up
- Seamless workflow integration
Choose the Right Insurance CRM & VoIP Integration
Choosing the right CRM system depends on several factors and is different from agency to agency. Regardless of what CRM you choose, it’s essential to find one that harnesses the power of your phone system for insurance.
Ready to get started with the perfect CRM VoIP solutions for your agency? Contact the team at Intulse today to get started or ask us other questions.