CRM for next generation of insurance agents

Insurance agents needs a way to maintain its competitive edge in the fiercely competitive insurance business. When agents are trying to grow, they need to seize and develop each prospect. Effective communication is the key to achieving that, which agents can only do if they have access to the best CRM tool that can streamline the way they manage their work process. Every day, insurance brokers and agents deal with a variety of clients and jobs. They have a lot on the plate, from calling prospects to completing agreements and setting up appointments. Therefore, an agent could overlook crucial duties in the absence of a streamlined task management process. It's necessary to choose an insurance CRM that is intuitive and adds value to the business. Points of discussion: 1. What in the insurance context is CRM and how best are CRM tools beneficial for insurers and agents? 2. Insurance agents deal with a variety of challenges while working with clients in this cutthroat industry. An insurance agent must deal with a number of concerns on a daily basis, including intense competition, fragmented data problems, ineffective processes, difficult lead generation, and more. How do you see a CRM management solving these challenges for the agents? 3. From the revenue side, how do you see a CRM system helping insurance to improve on its ROI? Speaker Bio: Raution Jaiswal, is the Co-founder and CEO of Insuredmine, a fast-growing software company based in Plano, Texas. Raution worked in management roles at large financial institutions before moving to Dallas in 2015 to become a Director of M&A for CBRE, a leading commercial real estate services company. He discovered a problem experienced by small insurance agencies and worked to evaluate the opportunity before leaving CBRE to start InsuredMine in 2018.