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Automation is an element of CRM (customer relationship management) that streamlines sales process tasks using AI and digital tools to eliminate time-consuming, repetitive work of agents. Client management, task allocation, employee assessment, lead management, client inquiries can all be handled through automation.
If your team is just burdened with routine administrative tasks, where does it get the time to engage more leads and attain more clients? Equip your agency with automated sales solutions and reach your goals faster.
Task automation initiates the retrieval of a comprehensive client and marketplace data. It facilitates framing decision-making objectives and guiding sales activities where they are most effective.
Categorize and direct agent tasks based on their current activity and performance. Save time and resources by not having to manually follow up on each agent individually.
Activities schedule, tasks pending, things to be done, policies earnings and campaigns scheduled of every agent or team member can be reviewed in a single screen. It not only gives an insight into the output, but also measures the workload of each agent.
Cross-selling and upselling are selling other policies or bundling additional policies for the existing customer. As per the book Marketing Matrics, there is a 60%-70% probability of cross-selling in comparison to selling to a new customer. Automation helps reduce CAC (Customer Acquisition Cost) by segmenting customer database on the basis of client requirements supporting agents to accomplish cross-sales accurately.
“Absolutely The Best AMS Available on The Market Today! Affordable Pricing. Customer Support is Outstanding. Constantly Rolling Out New and Exciting Features to the Software Seamlessly. In 6 Months of Using the Software, we have not had any system slow downs or down time.”
-ALEJANDRO M.,President, Quoteasy
“InsuredMine: Great Decision, Awesome Service. By implementing a system like InsuredMine, you not only get a system that helps you see your business more in depth but, you get to really see where your strengths, weaknesses and potential are as well as use that information and take a proactive approach to them.”
-TAYLOR W., IT Manager, Sean Fincher Ins.
“It combines phone, text and email connections in one application. Extremely useful functionality, including customer facing portal as well as agency facing portal. I especially like the ability to mine those coverages a client enters in their portal which I didn't write.”
-STANLEY DEAN , Selling Insurance since 1963
“Incredible service and product. It has an incredible response rate and ease of use. It has been nothing but 1st class service and a great experience.”
-SANTO MILITELLO , CFO, Via Rapida Services
