Data analysis and decision making

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Process automation
Process automation is one of the key benefits of an insurance CRM . It can handle repetitive and time-consuming tasks like lead generation, contact management, activity tracking, and email sending. This frees up your employees' time to focus on other tasks.

Automation also reduces human error, especially in data entry. This will office 365 data potentially significant financial losses. Automation also helps reduce your costs, as you'll have fewer resources to complete the tasks your business requires.


A CRM for insurance agents and brokers is equipped with data analysis and reporting features. These will provide you with KPIs such as conversion rate, customer acquisition cost, revenue generated per salesperson, and more. These key performance indicators will allow you to accurately track your sales performance, detect trends, and measure gaps between actual results and your forecast.