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Is a CRM the key to increasing sales and enhancing service?

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Today’s advisors are often asked to do more with less.

Could a CRM help increase effectiveness and efficiency?

Commission compression, client expectations of broader and deeper service levels, and an ever more complex industry have all put pressure on benefit advisors. In many practices, this has had a significant effect on profitability.

On this episode of ShiftShapers, we explore the wide world of Customer Relationship Management systems. With a little bit of work, the right CRM can help your practice stay focused while delivering better service.

Ryan Pinney, president of Insureio, joins us on this episode to talk about how new CRMs targeted specifically at insurance agents, advisors, and other professionals are changing the practice management landscape. A great CRM can save you from spending the bulk of your time managing client data rather than engaging with clients themselves.

Ryan talks about how some of the most successful agents have been adopting new technologies for the past decade, giving them a leg up. We discuss how the average age of agents in the insurance industry affects our willingness to integrate new technologies into our practices, and what to look for in a CRM if you’re new to the tech.

CRMs can help you maximize your sales time, keep up with clients, and prospect more effectively. Ryan describes several different CRMs and the rules-based software you can use to streamline your entire selling process. We also touch on why you must get a CRM that is explicitly secure enough for HIPAA guidelines. 

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