Real-estate
August 22, 2022
CRM for insurance
Get the tools your insurance and financial advisory agencies need to deliver more personalized customer service, automate workflows and processes to stay efficient, and empower policyholders to make better decisions.
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Don't Guess, Analyze.
With insurance CRM you can get real-time analytics to make data-driven strategic decisions and anticipate business opportunities. Utilize visual charts to track existing policyholders based on different segments.
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DASHBOARD
Forget Manual, Automate!
Automatically remind customers when their renewal is due or create automated tasks for insurance agents to contact leads ahead of insurance expiration dates to make policy renewal.
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DASHBOARD
Customer Control
Organize your many clients into different categories. By segmenting your customer base, you are able to personalize your marketing efforts and sell the right policies to the right people at the right time.
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Clever Sales Management
Manage all policyholder and prospect information in one place to pursue new business opportunities while providing quality customer service. Having a complete view of the customer journey can help insurance agencies to identify potential issues and retain customers.
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Frequently Asked Questions
What is a CRM for insurance agencies?
Why does your agency need a CRM for insurance?
What are the best features of an effective insurance CRM?
What are the benefits of CRM for insurance?
How To Choose the Right Insurance CRM for Your Company?
FIREBERRY APP
Mobile solution - The office on the go...
The app enables you to monitor your insured assets and clients, and schedule appointments, all from the convenience of your mobile device. With the ability to access and manage important insurance details from anywhere, Fireberry makes it easy for insurance professionals to stay on top of their business affairs and provide the best possible service to their clients.
