Insurance

Insurance sector strongly complies with the data privacy laws as it stores some of the very crucial information of customers. The sector has plenty of data to handle, maintain, and organize as a result of myriad insurance offerings, such as health, medical, automobile, accident protection, etc. Data management in insurance sector is daunting due to its complex nature and multitude of policy types. The sector has been long-standing in need of a pertinent data management solution to store & analyze sales data, client information, payment history, policy type, etc.

industry1

Why choose FinCRM for
Insurance Industry?

The solution to the entire data management and security problem is implementation of FinCRM in your operations. This insurance CRM solution not only stores prospect data but also maintain data security. Insurance companies have data of customers for several years and sometimes till their death and this data is later used in legacy claims, billings, and policy systems. FinCRM is truly a great solution for lead collection, management, follow-ups, premium payment reminders, retaining prospects, and on-boarding new customers.

industry1

Gather leads automatically

Accessing various channels and collecting data from them is a monotonous task and can severely impact productivity. FinCRM is a substantial solution to eliminate this droning task as it can automatically collect leads from several channels and bring them all to your dashboard in a consolidated manner. The time saved in lead generation can be invested in some other productive task and enhance operational efficiency.

Redirect SMS & Email Reminders

Not every customer can recall the date of premium payment, which has compelled insurance companies to send SMS & email reminders. This requirement has intensified a lot and to satiate this, FinCRM comes at your desk to ease this repetitive task. You can select specific customers and required date & time to send personalized payment email & SMS reminder. Customers, these days, long for tailored experience and this best-in-class CRM for insurance sector holds the power to improve your customer-service approach at the highest industry standards.

industry1
industry1

Attend Meetings on Time

Deals in insurance sector involves regular meeting with various prospects to convert them into a customer. Prospects are more likely to be fascinated if you start meeting punctually and not waste their time to result in irksome customer experience. Time & tide wait for none so we have integrated FinCRM with Calendar feature to remind you about every meeting on the dot. You will just have to set a reminder in the calendar at required time and you are ready to be on time. Pursuing such small strategies can offer a holistic experience to every customer, which in effect will accelerate sales pipeline and productivity.

Get graphical Report for Better Decision Making

With the accessibility of several marketing channels, selection of a few most result-oriented channels has become a challenging task. Sales and marketing team must be familiar with the most cost-effective and efficient channel to target the right audience. Keeping this need in mind, we have developed FinCRM with exceptional Reports feature. Keeping track of team-wise performance and sales pipeline can become hassle-free with the deployment of this industry-best CRM in insurance sector. You can monitor the growth report in graphical form for better understanding and apposite decision making.

industry1
industry1

Elevate Productivity Several Notches Up

Monitoring team performance is imperative to perceive the picture of business growth in the future. Conventional methods to keep track of each team member have failed at some point, which has encouraged us to bring FinCRM on your table. You can efficiently allot tasks to respective users and keep an eye on every user’s progress on the task using this CRM for insurance companies. Monitoring team productivity can allow you to meet set goals and fix areas needing improvement for better operational efficiency.

Safeguard Financial Data for Long

Insurance sector deals with monetary matter on daily basis and it is prudent to put every payment on record. Financial module of FinCRM lightens your burden of noting down every payment and safeguarding that invoice for life long. You can enter all the billing details within CRM software and keep them saved & secured for as long as you want. It also allows you to prepare quotations and save payment history to alleviate the tiresome task of financial record keeping.

industry1
industry1

Onboard salesperson with Knowledge Base

Insurance companies come up with various new offers and discounts to sustain in the high magnitude of competition. Salespersons mostly interact with prospects and introduce them to the latest offers being provided by the insurance company. In these conditions, FinCRM can be very handy owing to its Knowledge Base feature. Salespersons will not have to dig into other’s silos for information as everything will be available at their dashboard. You can upload vital information and discount offers on Knowledge base using this CRM in insurance sector to describe it to all the team members and quickly move on to other productive work.

Offering CRM cum Office Organizer

It is always great to receive something extra with anything. We have all the way explained to you that FinCRM is worthwhile as it eases your manual work in many ways. Another reason that increases value of this CRM for insurance companies is that we have incorporated an office organizer with the software. You can keep a record of every user’s daily worksheet and forget about losing or leaking any of that data. This CRM software allows users to attach their worksheet so that you can anytime and anywhere check work progress and foresee growth opportunities.

industry1
industry1

Gather leads automatically

Accessing various channels and collecting data from them is a monotonous task and can severely impact productivity. FinCRM is a substantial solution to eliminate this droning task as it can automatically collect leads from several channels and bring them all to your dashboard in a consolidated manner. The time saved in lead generation can be invested in some other productive task and enhance operational efficiency.

industry1

Redirect SMS & Email Reminders

Not every customer can recall the date of premium payment, which has compelled insurance companies to send SMS & email reminders. This requirement has intensified a lot and to satiate this, FinCRM comes at your desk to ease this repetitive task. You can select specific customers and required date & time to send personalized payment email & SMS reminder. Customers, these days, long for tailored experience and this best-in-class CRM for insurance sector holds the power to improve your customer-service approach at the highest industry standards.

industry1

Attend Meetings on Time

Deals in insurance sector involves regular meeting with various prospects to convert them into a customer. Prospects are more likely to be fascinated if you start meeting punctually and not waste their time to result in irksome customer experience. Time & tide wait for none so we have integrated FinCRM with Calendar feature to remind you about every meeting on the dot. You will just have to set a reminder in the calendar at required time and you are ready to be on time. Pursuing such small strategies can offer a holistic experience to every customer, which in effect will accelerate sales pipeline and productivity.

industry1

Get graphical Report for Better Decision Making

With the accessibility of several marketing channels, selection of a few most result-oriented channels has become a challenging task. Sales and marketing team must be familiar with the most cost-effective and efficient channel to target the right audience. Keeping this need in mind, we have developed FinCRM with exceptional Reports feature. Keeping track of team-wise performance and sales pipeline can become hassle-free with the deployment of this industry-best CRM in insurance sector. You can monitor the growth report in graphical form for better understanding and apposite decision making.

industry1

Elevate Productivity Several Notches Up

Monitoring team performance is imperative to perceive the picture of business growth in the future. Conventional methods to keep track of each team member have failed at some point, which has encouraged us to bring FinCRM on your table. You can efficiently allot tasks to respective users and keep an eye on every user’s progress on the task using this CRM for insurance companies. Monitoring team productivity can allow you to meet set goals and fix areas needing improvement for better operational efficiency.

industry1

Safeguard Financial Data for Long

Insurance sector deals with monetary matter on daily basis and it is prudent to put every payment on record. Financial module of FinCRM lightens your burden of noting down every payment and safeguarding that invoice for life long. You can enter all the billing details within CRM software and keep them saved & secured for as long as you want. It also allows you to prepare quotations and save payment history to alleviate the tiresome task of financial record keeping.

industry1

Onboard salesperson with Knowledge Base

Insurance companies come up with various new offers and discounts to sustain in the high magnitude of competition. Salespersons mostly interact with prospects and introduce them to the latest offers being provided by the insurance company. In these conditions, FinCRM can be very handy owing to its Knowledge Base feature. Salespersons will not have to dig into other’s silos for information as everything will be available at their dashboard. You can upload vital information and discount offers on Knowledge base using this CRM in insurance sector to describe it to all the team members and quickly move on to other productive work.

industry1

Offering CRM cum Office Organizer

It is always great to receive something extra with anything. We have all the way explained to you that FinCRM is worthwhile as it eases your manual work in many ways. Another reason that increases value of this CRM for insurance companies is that we have incorporated an office organizer with the software. You can keep a record of every user’s daily worksheet and forget about losing or leaking any of that data. This CRM software allows users to attach their worksheet so that you can anytime and anywhere check work progress and foresee growth opportunities.