Insurance CRM Software

Know Your Prospects and Policy Holders Better

Whether you’re working on converting a prospect into a new client or on providing the best possible service to an existing one, information is the key. CRMDialer allows you to better manage all of the information on both your current policyholders and in-progress leads by automatically logging each and every interaction to the relevant accounts.

By automatically keeping track of the details of every email, phone call, and meeting, you and your team can provide the kind of personalized service necessary to show consumers that you’re not just another faceless corporation looking to treat them as a number on a page.

Keep A Closer Eye On Compliance

The regulations surrounding insurance agencies are dense, and ensuring every aspect of an organization is compliant is crucial to success. CRMDialer’s communication logging and call-recording mean that compliance and quality checks can be easily performed to ensure that agents and support personnel aren’t accidentally stepping outside the lines. Automatically keeping a record of all policyholder interactions also provides a safety net, ensuring that should questions ever arise, a copy of any disputed interaction can be easily produced to verify compliance.

Improve Productivity Through Centralization

Manual data handling invites a number of problems, not the least of which is entry errors or accidental deletions that can end up being very costly. CRMDialer helps to reduce or eliminate those risks by automating as much client data handling as possible. Information can be automatically imported to policyholder accounts using the API, all communication records are automatically logged, and full data centralization means employees no longer have to move data from one platform to another when dealing with forms, emails, or any other text-based systems.

That centralization also means that employees no longer have to waste valuable time jumping around between platforms and accounts when performing routine tasks like making calls, sending emails, and managing documents. CRMDialer brings everything into a single piece of software, resulting in less time spent on housekeeping or fixing unnecessary errors, and more time spent landing new clients and helping policyholders.

Insurance Sales CRM

• Store unlimited lead records within the CRM, to ensure that you have all of your historical and new data available, without paying a penny more.
• Customize fields and tabs to reflect your process, and important information that you need to know
• Upload your branding and imaging to make the system feel like a home for your team

Insurance Sales Dialer

• Reach out to all of your clients using our state of the art power dialer
• Queue up a list of your prospects and automatically dial through all of them
• Use voicemail drops to ensure the highest call back rate possible
• Utilize local presence to boost your connect rate with prospects

Insurance Sales Emailing

• Send out both traditional and HTML pre-filled email templates directly from the system
• Use triggers to automate your email outreach process
• A/B test various templates at once to make sure that you are using the most powerful emails possible
• Ensure that you are constantly and automatically letting your customers and prospects know about your most recent offerings

Insurance Sales SMS

• Use the most powerful tool of the 21st century to communicate with your prospects and customers
• Send one time or templated SMS directly from the system and have information pre-fill from the leads page
• Send automated meeting reminders through text to your prospects, with the ability for them to reschedule right in the message