We reach the sixth installment of the series Why should your brokerage have a CRM. We focus on highlighting how an optimized commercial funnel and .The indispensable help of CRM in this sense allows us to increase conversion ratios . As has already been mentioned in different The Commercial Funnel […]
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When the different departments of a brokerage work together efficiently. Customers experience faster and more accurate service. For example, if a customer contacts the claims department, relevant information is immediately shared . With other departments and Reducing Errors and Duplications For example. A customer might receive multiple emails or phone […]
We reach the eighth installment of And we explain one of the fundamental pillars. When implementing a CRM in a brokerage, having access to relevant information, to all of it by all members of the company. It is neither more nor less than the concept of global vision. If we […]
What they value and expect from an insurance brokerage. It is not an easy type of analysis, But there are many brokerages that have personal relationships with their clients as the basis of their business. That is the opportunity to know more about yourself and, Why not the competition. Identification […]
With digitalization and the arrival of the Internet, the insurance brokerage sector has undergone a significant transformation. The last great revolution under the generic and attractive concept of “artificial intelligence” threatens to turn everything upside down. Knowing everything related to Competitor Analysis is a must, and we will tell you […]
