The paramount concern of insurance agents is a reliable strategy, which predictably generates leads that convert. As an insurance agent, you have already realized that leads come in different flavors and types. Generating leads is the air that insurance agents breathe.
The insurance industry has been undergoing a digital transformation of late. Independent insurance agents, nowadays, have access to state-of-the-art insurance CRM software, which was only available to large organizations, until recently.
Insurance is a trillion-dollar industry. An ecosystem of various businesses ensures that customers enjoy a multitude of products and services. Entry-level is not high, but this does not translate to being in insurance is 'easy' or 'simple'.
Being in the Insurance industry is all about serving more customers, more efficiently than your competitors can, in the same amount of time. Hence, the importance of using a CRM, as soon as you get your hands on your first leads.
The Excel days for managing contacts, are gone forever for many agents in the field. The proliferation of simple-to-use, yet, feature-loaded insurance CRM systems has afforded insurance agents enterprise-level management capabilities.