Put simply, the best CRM software has the ability to deliver a 360 degree view of your clients and contacts. For this reason a CRM should have sophisticated Contact Management at its core functionality.
Efficient Contact Management allows your brokers to have a complete picture of your clients, giving them the ability to go beyond clients’ expectations and develop strong and trusted relationships. The Contact Management component of a CRM can also bring focus and clarity to your organisation, while improving workplace efficiency and productivity. Overall your clients will be happier, ultimately leading to business growth.
Here are the top 6 attributes that make up a well-formed Contact Management function for insurance professionals: Continue reading →