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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The information age: deciphering data and reporting capabilities of a CRM.

The information age is truly upon us. While it can sometimes feel like information overload, having the tools to collect client data and extract meaningful, intelligent information can be what gives your business the edge over other insurance professionals.

Most CRMs on the market have a wide range of data-capturing tools and enormous reporting capabilities. However, deciphering whether they report on information that is important to your business can be challenging. Continue reading