Hmm...maybe I Should Be Using a CRM?

[insurance1822]

So there's a guy on the forums talking about his new CRM that's coming out & it got me thinking. How many of you guys actually utilize a CRM/Lead management software?

Everything I do is referral & I pretty much close almost every one. BUT that being said (now that I really think about it) every once in awhile I'll find some free time & review my notes and realized I missed one. Maybe a CRM can help? Do you guys really think they are worth it? I understand if you're bombarding internet leads and/or telemarketing leads where you really need to follow up like a mad man, but for referral business?

What can a CRM really do that I can't do just by setting reminders in my calendar? I guess automated drip emails..but other then that?

 

[nyc2phi]

Use mine mostly for scanning docs and saving policy info. All my carriers policies upload automatically as well which makes it easy to use. When someone calls I just pull up their household in IMS and I have notes, policy info, and other useful info about them

 

[todd02]

So there's a guy on the forums talking about his new CRM that's coming out & it got me thinking. How many of you guys actually utilize a CRM/Lead management software?

Everything I do is referral & I pretty much close almost every one. BUT that being said (now that I really think about it) every once in awhile I'll find some free time & review my notes and realized I missed one. Maybe a CRM can help? Do you guys really think they are worth it? I understand if you're bombarding internet leads and/or telemarketing leads where you really need to follow up like a mad man, but for referral business?

What can a CRM really do that I can't do just by setting reminders in my calendar? I guess automated drip emails..but other then that?

Well a "good" crm will track referral sources, text quotes, drip text & email, (can set up for bday/holiday texts) target marketing, even referral marketing, biggest of all it manages/tracks employees performance and success. There's a reason my closing ratio is twice that of the larger farmers agents. I bet you could easily close 5-10% more of your pipelined leads you don't close.....turd

 

[Heather]

Has anyone heard of a CRM where you just buy it, install it and be done with it?

My file cabinet works fine for me, once in a while I would like to be able to type a name in the computer and have the customers account come right up. I just can't see paying $50 a month or more for the next 30 years for a CRM when I am too poor and too cheap.