Today, who doesn’t want to build long-lasting customer relationships? In a field like insurance, customer relationship management matters as much as the products you sell and not having effective CRM is a great way to lose customers to competitors. In a survey conducted by our team, we found that more than 90% of insurance intermediaries stated that ‘Service to the customer’ is the most important factor in retaining business. Using orthodox forms of data storage like spreadsheets can be unnecessarily labour-intensive and highly time-consuming. It can also often lead to inefficiency, security breaches, and lags in data retrieval, which is the core cause of poor CRM. In this case, you may want to consider upgrading to a more advanced system that delivers solutions aimed at customer retention.

LeadCRM is a CRM software for insurance agents and brokers. It is a comprehensive insurance brokerage management system curated keeping in mind the requirements of individuals and SMEs. The software was perfected by experts after surveying and analysing the requirements of various insurance intermediaries and has been one of the leading insurance administration software solutions for 5 years.