A key part of an Insurance Agent’s business relies on being organized. They need
an Insurance CRM, ie. a client database to help them keep track of their clients,
and potential clients.
There are many systems available for the agent to use, for instance, Act! or Outlook.
However these systems need lots of customizing to make them applicable to the Insurance
Agent. Plus these choices use the archaic concept that software should reside on
a single computer. This notion is inflexible for the Insurance Agent, and catastrophic
when that computer crashes and with it goes your valuable customer data.
There is a better Insurance CRM solution. It’s called AllClients.
AllClients is an easy to use solution that has just what the Insurance Agent needs.
The client record includes the basic demographics, category fields and custom fields.
Easily add client notes, to-dos, birthdays, and anniversaries. AllClients will help
with our unique to-do plans and autoresponders that will keep the agent on top of
all the tasks associated with policy renewals, and more importantly policy NON-renewals.
AllClients is a web-based Insurance CRM. That means the Insurance Agent can access
their database from the office, from home or from the road. Their data is secure
because it is being securely stored on the internet, and constantly backed up.
The Insurance Agent who needs to get organized, and is looking for the Insurance
CRM that will allow them to get up and running quickly, should give AllClients a
good long look.