Insurance Broker CRM
There is little point creating more leads for yourself if you can’t follow up. So, Quotiva comes with its own standalone CRM system ready to help your sales team work through the database quickly.
The CRM has loads of features to play with if you want them, most of which developed at the request of users so there’s no fluff. Here’s a few:
Instant access insurance agency sales tracking software
Leads go straight into the Broker CRM. You aren’t required to run a report, import a file or any other IT-ness, the second the prospect pushes the button then that lead is in your database - quoted, profiled and ready to call.
Full prospect data
You’ve saved on keying an entry (your prospect entered their own data) and you have every piece of information you could need. Full postcode address lookup has gone on in the background to save the prospect time and give you accurate address information. You have each element of their risk laid out in front of you clearly on a single screen and can extend information as you wish adding notes, pipeline status, even doing Acorn Profiling to find out loads of socio-demographic information about the postcode this person lives / works in. This is CRM for SME at its most efficient.
Live quotes
In addition to the client’s previous quote, insurer and system generated quote, you also see on the same page all of your current carriers and what they would quote for this risk with the rates as at today - each one broken down line by line with reasons for declension or referral included.
Requote
Sometimes clients type the wrong information into a web form - no matter, you can send the lead to the Quick Calculator and requote it on the spot.
Search, filter, organise
Quotiva installations end up with tens of thousands of new business leads, so being able to search and organise efficiently with your crm software system is important. Quotiva includes all the tools you need to manage your agency leads.
Allocate to account executives
Leads can be automatically or manually allocated to members of your team. That way sales staff can sort and filter on their own pipeline and M.I. can be easily generated showing who is achieving, departmental scoreboards etc. No need for specialist financial insurance accounting software.
Pipeline customisation
Each engine can be customised (by you) to colour code leads with all kinds of different statuses - you might want to mark leads as essential for follow up in orange, timewasters in grey or whatever suits your system.
CRM software UK
Quotiva is specifically for UK insurance brokers - postcodes, not zipcodes..
SMS
In the race to get back to clients, it’s often useful to be able to send them an SMS text message to their phone - you can do that with a single click from the lead detail page with any custom message or template that you choose. You can even set the “from” field to be whatever you want - a number to reply to or an alphanumeric version of your company name.
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