Additionally, the integration automates the transfer of data from your website, email, marketing automation software, billing solution, and other tools to the insurance CRM. Your employees will therefore avoid wasting valuable time by eliminating the need to manually migrate data.
Data security
Insurance businesses involve handling sensitive data (client financial information, details about their assets, etc.). The CRM software you implement must allow you to guarantee the confidentiality and security of rich people data information. To be sure, find answers to the following questions:
Who is hosting the solution and what security measures have been put in place?
How is data encrypted?
What measures are taken in the event of a data leak?
Does the provider undertake to return the data when the contract ends?
By choosing an insurance CRM with an optimal level of security, you will comply with the GDPR (General Data Protection Regulation) and avoid heavy penalties.
Will the data be stored directly in the CRM?
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