Close more by using the Quotiva Broker CRM
We’ve seen it in lots of broker offices. Leads arrive in various formats and end up not being logged, called and inevitably closed as efficiently as they could be.
The Quotiva Broker CRM UK, included in every Quotiva system by default, addresses the problem making it very hard to drop the ball.
Just as well, because being one of the few brokers that provides online quotes in your niche can have an interesting effect on the number of leads you’re faced with…
In fact, our research points to around 50% of people look for insurance outside of regular office hours (that is, they’re making enquiries between 6pm and 8am).
We know CRM is one of those buzzwords that creates shivers, sounding very expensive and taking months to setup. It’s a favourite thing that consultants like to insist on implementation - for good reason we might add - but all too often a CRM software solution gets more complicated than it needs to be.
Quotiva handles a lot of leads for a lot of brokers, so its CRM has got pretty good at being just enough to get the job done properly, and not so much that it adds layer upon layer to your front line staff’s activities.
All leads go on to all desktops
The problem: In many offices, lead management proceses create ringfences around leads. Emails sent to Joe remain in Joe’s inbox, out of sight of Fred and reach of John.
The solution: Quotiva’s centralised Broker CRM. All your leads go into the same central, web accessible database. Everyone (with correct permissions) can get to them and work on them. So if Joe’s out, John can pick up where he left off.
Instant notification
If you can follow up a lead twice as fast as your competitor, AND quote across all rates in a few seconds - guess who stands a better chance of winning?
Some systems put leads into big old databases that seem to make follow up some kind of problem, requiring custom coding or a daily download.
But that isn’t fast enough.
Why not call a prospect back the second he presses ’submit’ on your website? Conversion increases in direct relation to speed of follow up in many cases.
So, the Quotiva-way is to give all your operators real time access to leads as they arrive, the second your suspect becomes a prospect, you’ll know about it.
Organise activity
When you get a lead, you get everything about that lead along with it. In the browser window you see all the prospect’s risk information and contact details, a complete breakdown of each of your insurer’s rates worked through for you in detail, and a complete history log of notes written by you and your team. It’s easy to quickly see what status a lead holds and to filter signal from noise.
Lead distribution
Salespeople are a competitive bunch, so Quotiva allows you to allocate leads on a round-robin basis amongst frontline staff. Including someone on the roster is as easy as ticking a checkbox. Of course, all leads can still be worked on by everyone, but the initial allocation can be done automatically - you can even have the system tell the end user that John is handling his enquiry and can be reached on 0845 1232552.
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