Customer Relationship Management (CRM) is vital for businesses, and it’s especially important for insurance professionals. The right CRM program can have a positive impact on your time management and your bottom line. That’s because it can take you away from routine tasks, allowing you to focus on what’s really important: sales. So how can you improve your CRM capabilities?
We’ve combined the benefits of an online insurance quoting system with valuable CRM tools. When you put Quotit technology to work in your office, you’ll spend more time with clients and less time doing routine follow-up.
Our CRM program helps you build stronger relationships with both current clients and new prospects. You can use Quotit CRM to keep track of all of your customers’ information, including:
- Age and birth date
- Family status
- Names of family members
- Health conditions
- Policy IDs and renewal info
- Date of most-recent outreach
We can help you stay on top of your client follow-up with Quotit Calendar’s reminder system that shows you exactly what needs to happen and when – daily, weekly, and monthly. You can even flag important dates for special events and activities.
Market. Quote. Enroll. Manage. Quotit gives you the tools to do it all.