Insurance CRM

Insurance is a challenging industry for salespeople due to a number of factors, including a lack of consumer understanding of the purpose and value of a good insurance policy. That makes it important to enable your sales agents by helping them to not only call more leads but to improve the quality of those calls to better inform prospects and to use the data generated by each sales call to help improve the next one. That makes a power dialer an ideal piece of insurance software, and the following represent three of the most important features and functions a good dialer should include in order to provide you and your team with the biggest leg-up possible. 


1) Ease of Use

First and foremost, a dialer is a tool designed to make your job easier. If you struggle with configuration or use, the entire purpose of having one is completely defeated. That makes it important that any dialer you choose needs to be as user-friendly as possible. It’s also important to remember that a dialer is meant to increase efficiency, so every minute you spend fumbling is time you’re not calling. CRMDialer’s built-in power dialer can be launched with a single click. It offers an attractive and highly intuitive graphical interface, and access to all customer information and all other areas of the CRM is never more than a couple of clicks away. The dialer can be initially configured in a matter of minutes rather than hours, ensuring that you’ll never spend time struggling with a tool instead of selling amazing policies. 


2) Assistance in Preparation for Sales Calls

A dialer’s primary purpose is to help you minimize repetitive calling tasks so you can call more prospects and close more deals. But part of closing deals in any sales environment, including the telephone, is preparation. Unlike an in-person sales meeting, there isn’t really time to do pre-sale homework in telephone sales, because the volume is an important driver of success. That makes it crucial for your dialer to take as active a role as possible in helping you start each sales call from an informed position. CRMDialer’s power dialer is fully integrated with a complete CRM suite, meaning that every time a contact is made with a prospect, key information is automatically stored, and call notes can be added with extreme ease, even while the call is ongoing. As a result, any time an agent makes an outbound call to a customer with whom any interaction has happened in the past, the agent will have full access to any information previously gleaned right from within the dialer. That makes each call for more individualized and ensures agents never waste their own time and, more importantly, the time of the customer. 


3) The Ability to Listen Back

Sales are all about interpersonal relationships, even over the phone with a brand-new prospect. How you interact with leads has an immediate impact on everything from how trustworthy they perceive you as, to how your relationship progresses, and beyond. But telephone sales are unique in that they happen over a voice-only medium. That means you and the prospect are both stripped of most of the non-verbal information that would normally be exchanged during an in-person sales call. As a result, it’s very important that you carefully craft your telephone sales persona to ensure that you’re communicating both as effectively as possible, and in a way that won’t result in the prospect mischaracterizing your intentions. Having a good recording and listen-back tool built-in to your dialer is absolutely invaluable for identifying weak points in your communications style and for honing your telephone sales persona. CRMDialer’s power dialer provides that recording and listen-back feature to both agents and managers looking to review call quality, and it also offers a live listen-in feature so that training can be conducted in real-time while agents are on calls. 


For more information on how CRMDialer can help your insurance brokerage serve your prospects and customers better, sell more policies, and boost profitability, start your free trial today