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Convert Leads into Prospects

By providing a way to track an end-to-end client experience, CRM enables Insurance agencies with the necessary tools to maintain consistent revenue growth. Modern CRM solutions such as Sugar address every touchpoint in your clients journey from discovery to purchase. Sugar empowers your entire sales organization with increased data quality, enhanced sales productivity, and more predictable revenue pipelines.

With Sugar, your organization will convert leads and prospects into clients and sell more to existing clients. Using a platform such as Sugar, you're centralizing all your sales, marketing, and customer service functions together.

Sugar is ideal for insurance-specific activities and workflows to:

  • Manage your agency’s interactions with current and future clients.
  • Hold client and policy information to utilize in marketing and efforts.
  • Synchronize with task management and email marketing tools.
  • Track referrals and your top referrers.
  • Why Sugar for Insurance Agencies

  • Automatically distribute leads to your team based on your criteria
  • Automate communication to your leads at all points of the sales cycle to deliver the right message at the right time
  • Manage Cross-Selling Campaigns to your current Book of business to grow policies per client and increase retention
  • Record the history of all interactions with your leads and clients
  • Automatic Task management makes sure leads and clients get the proper follow-up
  • Easily manage multiple Marketing Campaigns to both leads and current clients
  • Manage Referrals and keep track of your top referrers
  • Get notifications of upcoming renewals while automated communications are triggered to clients
  • What is Sugar?

    Customer relationship management software has been used by organizations of all types and sizes for more than 20 years. However, few have managed to tap into the true potential of CRM. At its simplest, Sugar is a CRM platform that allows organizations to manage business relationships and the data and information associated with them. With Sugar, you can store client and prospect contact information, accounts, leads and sales opportunities in one central location, ideally in the cloud so the information is accessible in a secure location and in real time.

    Sugar has multiple deployment options, meaning you have alternatives when it comes to CRM deployment for your organization. You can have SugarCRM host and mange your application in the cloud or you can create a public cloud through a hosting service. With the increasing need for privacy, Sugar’s hosting flexibility allows you to put your CRM behind a firewall, ensuring the safety of your vulnerable information. As your business expands, you can change your deployment to meet your business requirements, your geographic presence, and your budget. Since Sugar always gives you control over your data, you'll never be forced to keep your data in a single cloud location.

    And with Sugar's Mobile Application, you can keep in touch with your clients from any location, make calls and view your log activity within the app.

    Modern CRM Means an Integrated CRM

    When you integrate software, you’re bringing software and people together. You see fewer errors, greater productivity, faster access to data, streamlined operations and happy people. FayeBSG software integrations bring together the power of a customer relationship management platform with Accounting, ERP, Cloud Storage, Marketing Automation, and a variety of other types of software.

    In addition to creating some of the most popular Sugar integrations in the industry, FayeBSG also provides software consulting, project management, training, custom reporting, data migration and installation. If you have business software already in place and you’d like to integrate them with a CRM, we can help with that.

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    Share The CRM Benefits for Insurance Agencies with your team.

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    The CRM Benefits for Insurance Agencies

    Sell More

    -Better data to the reps
    -More timely data to reps
    -Mobile puts data where reps are
    -Increase deal size

    Happier Customers

    -Full visibility of data between customer service reps and sales reps
    -Better more timely data for customer service reps
    -Self service options for customers

    Lower Admin Costs

    -Host Sugar in the cloud
    -Reduced hardware needs
    -Reduced IT spend

    Delighted Team

    -Mobile access makes customer data available at your fingertips
    -Keep your team as productive on the road as they are in the office
    -Stay connected to your prospects and accounts whenever it matters most
    -Streamline the sales process for in-house and field sales team

    Set up your consultation today!
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