A sales-focused CRM can help improve business performance for insurance brokers. It helps with prospecting, data quality, renewal rates, measuring effectiveness and many more.
Creating an effective sales funnel needn’t be difficult. With a little prior planning and research, you can begin building an effective and repeatable sales funnel in no time. The road to success, however, doesn’t have a straightforward or easy answer. Not because it’s overly complicated, but because there are a lot of variables to consider throughout the process, so what works well for one company or industry may not apply to you & yours.
As the insurance industry has evolved, so too have the challenges facing insurance brokers. From keeping up with technological advances to maintaining financial stability, through to managing changes in regulations and Brexit – today’s insurance broker faces a myriad of challenges.