Keep the next client conversation in view
A contact list tells you who a client is. A sales workflow also needs to show what happens next. Connect prospects, quotation activity and follow-up responsibilities so an account owner can continue the conversation without reconstructing it from separate lists.
Move from an opportunity to a policy relationship
Insurance sales continues after a quotation is accepted. Connecting CRM with policy administration and renewals helps the team carry client context into servicing. Review how your agency hands a placed opportunity to operations during the demonstration.
Evaluate CRM with your agency or brokerage team
Bring one new-business opportunity, one existing client with several policies and a sample pipeline report. Walk through who owns each step, the information required and how a colleague takes over when the original account owner is unavailable.
Questions for your insurance team
Our team can discuss Insurance Cloud around your operating requirements. Identify the branches, products and reporting responsibilities you want included; confirm any insurer or payment integration separately from the CRM workflow.
Questions, answered
Is this CRM designed for insurance intermediaries?
Yes. Insurance Cloud connects prospect and client management with insurance quotation, policy and renewal workflows for agencies and brokerages.
Can CRM replace our separate follow-up spreadsheets?
Insurance Cloud supports pipeline visibility and follow-ups. Review the fields, ownership rules and records in your current spreadsheets to agree the configuration and migration scope.