A New Age for Insurance CRM
Data collection is easy, but serving it up as useful information in the insurance industry is what’s hard. Sugar is here to make the hard things easier. Through seamless integrations with the applications most important to marketing, sales, and service teams, Sugar surfaces data as useful information when it’s needed most. Insurance companies are built on the foundation of creating, managing, and fostering customer relationships. Brokers, agents, and management alike need to have access to a highly-adaptable solution for their teams operating in fast pace markets. Insurance CRM software is the key to connecting your agents to their client lists and properties.
Exit Spreadsheet City
Give users one place to access information. Static spreadsheets cannot keep up with the growing need of your teams.
Stay in the Know
Track transactions at every stage when your accounting software is integrated seamlessly with your CRM platform.
Speed Up
Use automated processes to shorten sales cycles, simplify reporting, and measure performance so reps can get back to focusing on what’s important—selling.
Work Wherever
Take your office with you, with sales and marketing tools your reps can use to reach customers on any device from anywhere.
Keep Customers By Keeping Them Happy
Streamline customer service with quick access to consolidated customer data and service tools, model calculations, prior contracts to outstanding payments, and customer claims. Today’s buyer journey is vastly different from ten years ago. You need modern insurance CRM software to track and identify your customer’s pain points, understand their preferences, and maximize the experience for your target customer.
Rely on AI
Data is the driving force behind the emergence of CX as a competitive differentiator. As Sugar collects customer information, it also leverages artificial intelligence (AI) to continuously make accurate predictions about customer journeys.
Stop Switching Tools
Easily integrate your insurance CRM with your internal accounting systems, contract and damage overviews, and customized software for agencies so you can spend time serving customers from one tool, not looking for data, answers, and passwords.
Never Repeat
No one should have to do work that a platform can do for them. Automate lengthy sales processes by including initial consultation, follow-up, offers, and modification processes, and providing digital support with an automated reminder system.
Sugar Resources
CRM and Sales Impact Report
2024 CRM Buyer’s Guide
5 Steps to Fueling Growth for Service and CX
