Why a CRM is an insurance broker’s bestfriend

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There’s no denying that the insurance industry is a highly competitive market. With more outsider businesses, such as banks and supermarkets, offering insurance products, the competitiveness of the insurance market is only looking to increase. How are SME insurance businesses, such as brokers, able to compete with the giants?

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How to achieve a comprehensive audit trail for your insurance business, without the effort.

If you’re looking for a way to produce a comprehensive audit trail on individual clients with little effort, then CRM software could be the answer you’re looking for. CRM (Customer Relationship Management) software can effortlessly provide a detailed audit trail simply because of its design and functionality. Essentially a CRM records as much relevant customer information possible, among other functions.

Most CRMs allow interactions, activities and documents to automatically be saved to a client’s account as the user enters the information into the system. Not only does a CRM act as a core database of customer information which can help your team drive sales, but it delivers a complete client history. This is particularly beneficial when dealing with compliance and claims, reducing your business risk. Continue reading