insurance

How Does the Insurance Industry Utilize CRM?

In the last few years, the insurance sector has seen a rise in competition, and the organizations are leaving no stone unturned to stay ahead of the curve. Customer Relationship Management (CRM) is an essential tool amongst the never-ending list…

crm 1

What are the Advantages of Insurance CRM?

How important is customer relationship management can be understood by a single stat – As per American Express, 33 percent of Americans say that they will consider switching clients after merely a single instance of poor service. We all have…

What is Insurance Agency Management System?

In general terms, the agency management system or AMS is a Software-as-a-Service (SaaS) offering that helps organizations to run their businesses effectively. When it comes to the insurance sector, their job is no different; a well-designed AMS is a location…

crm steps

Insurance CRM: Importance, Features and Process

With more and more players entering the market, it has become a hard grind for the insurance companies to exist and make profits. Competition has increased, profits have declined, and there is a constant struggle to gain more and more…

crm 2

Top 10 Customer Engagement Strategies For Your Business

Customer Engagement is a strategy to provide services to the customers, which far exceeds the value provided by the products that the brand deals with. It is a combination of two words, customer and engagement. Let us start by understanding…

customer service portal

Top 10 Benefits of Having a Customer Self Service Portal

In the present digital age, 40 percent of consumers prefer self-service over their human counterpart. Everyone is trying to harp on how important it is to be self-sufficient. Instead of assigning hundreds of personnel to cater to their users, brands…

customer service important

Top 20 Customer Service Tips for Client Satisfaction

Managers and CEOs do not run a business. Customers do.  Customer service, therefore, is an unbudgeable part of every successful marketing strategy. A business is essentially a partnership between the owners and the consumers.  It is hence crucial that a…

routine task management

Benefits of Investing in an Employee Management System in 2020

Employees are the backbone of an establishment, only if you properly use your resources. It’s not always easy maintaining so much data and paperwork for so many employees.  Besides, manual processes generally end up with an error or two that…

crm helpdesk

How a Helpdesk Software Can Boost Your Business

CRM helpdesk programming is a basic tool that enables your business to expand its client standard for dependability by giving top class administration to them. Organizations that have utilized a CRM helpdesk software have announced an extremely high increment in…