Bigin insurance CRM
Convert more prospects into policyholders. The go-to CRM for insurance agents.
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What is an insurance CRM?
An insurance CRM software is designed to help insurance agents manage client relationships, smooth out sales processes, and ultimately, sell more policies. What's great about it is how it brings all your customer data into one place. Not only that, but it also keeps tabs on your interactions and takes care of repetitive tasks like nurturing leads and policy renewal reminders. That's not all! It gives agents a bird's-eye view of their entire sales pipeline—from that first curious inquiry to a loyal, long-term customer. In essence, an insurance CRM helps insurance agents work smarter, seal more deals, and keep policyholders happier.
Why does an insurance firm need a CRM?
Insurance agencies juggle many clients, policies, and leads daily. A CRM for insurance agents becomes super handy in these situations. It brings all aspects of the business into one cohesive system. With a CRM, agents can effortlessly track every client interaction, automate follow-ups, and identify sales opportunities at a glance. It simplifies policy renewal management and claims tracking, enhancing client satisfaction and boosting business growth. Bigin stands out in this space, offering a streamlined CRM for insurance brokers. It simplifies complex processes, allowing agents to manage multiple pipelines and track vital business operations. Read on to find out what Bigin can do for you!
Why is Bigin's insurance template perfect for agents?
Bigin understands how insurance firms work. We learned you like to have all the different processes available in one window. This means you can have different pipelines for different offerings so you can monitor any business operation you want.
Track your Inquiries
The Inquiries module is your primary sales pipeline. Because it is a pipeline, you can easily distinguish prospective clients in stages they belong in, and assess how far they are to purchase a policy. This also gives you the unique advantage of knowing how to tend to each prospect to push them further towards conversion!Clients
Keep up with all your contacts from interested prospects to lifelong customers. The clients module maintains all your contacts, where you can add prospects as they come and monitor their conversion to customers in the Inquiries module.Get Companies!
We made more room for companies that might be interested in buying from you! You can also store office addresses of individual clients to find them easily.A list of all your Policies
Easily keep a list of all the policies and services you sell to your customers. You can also link policies to customers and to their inquiries on the pipeline.Make a move with Activities
Set up tasks, events, or make calls with your prospects and customers. You can even host and schedule video calls and meetings, all just from Bigin.Crunch numbers with Dashboards
Bigin comes with dashboards that accurately report your performance with charts and tables so you always stay on top of your proceedings. Moreover, you can also create your own dashboards with a variety of chart styles at your disposal.The perfect pipeline to bring home all your prospects
Bigin's pipeline is raved about in the small business world. So we decided to double down on our prime feature to provide a pipeline that covers all the prominent stages of a purchasing an insurance policy. In the inquiries module, you'll find the pipeline starting from New Inquiry, passing through several stages, and culminating in a sold policy!
Here are the stages of a typical insurance deal in a pipeline:
Carefully customized Fields to store everything
from details to findings!
One size never fits all, only compromises do. After studying insurance firms and how they function, we understood what goes into making a successful policy sale.
So we made changes to how you add information to Bigin that stays completely in context to you, your customer and your deal.
What's more?
Make calls and send emails directly from Bigin
Need to make phone calls? Check. Need to send emails? Double check. Not just limited to calls, you can also host video calls and presentations without leaving the app. Also for emails, Bigin supports all popular email services with IMAP and POP functions.
Let Bigin deal with your day-to-day routine, set up workflows
Here is how you can save even more time: You can set up workflows in Bigin to automatically do a bunch of daily tasks like adding a new contact to your client list, sending welcome emails to new customers, and so much more.
Create multiple pipelines for all your operations
Bigin also covers other business operations besides sales. You can create multiple pipelines for different operations like customer support, so you can monitor and visualize them all at once. And yes, you can customize stages and fields in all your other pipelines too!
Connect to all your favorite apps
Bigin seamlessly integrates with many top apps out there. From Google Workspace to Office 365, we have them all. You can also connect to a thousand more apps through Zapier, Zoho Flow, or with our magical developer APIs.
Sell from anywhere with the Bigin app
The Bigin app for iOS and Android is hands down the best CRM app ever made. Track your inquiries, call your contacts, and make moves even on the go. With the Bigin app, you can take your business literally anywhere.
Got a friend looking for a CRM?
Bigin comes tailored for a ton of other businesses! Take a look!
All this for only $7 a month per user.
Stop pinching yourself, it's real!
Bigin is priced advantageously for small businesses to give them the right applications to grow and flourish. This will never change. At just $7 per month per user, Bigin provides all that you need and more, which makes it the best small business CRM in the world. Nothing else comes close.
See all pricingDon't take our word for it,
hear from people just like you.
As an insurance agent, I needed a CRM tailored to the size of my company. Most popular CRMs have features that I simply would not utilize. Bigin fits the bill perfectly. It is a basic CRM that does everything I need. I can apply filters to my customer database to allow me to email certain groups of my choosing. Additionally, I can tag customers to break them into different groups and use the combination of the two to drill down more.
George Dixon, Owner/President, GEDI Enterprises, LLC
I want to sincerely thank the entire Bigin Team for developing this excellent platform for SMBs, who are quite keen on getting rid of Excel datasheets. My primary requirement was exactly the same,and Bigin has offered so much more. This has increased the overall productivity of my sales team, and I have already recommended Bigin to friends in different sectors.
Dhruvesh Lakhani, Founder & Director, Investacc Insurance Brokers Pvt. Ltd.
Our start-up Invest in Latam has been growing in the past few years and we were in need of a powerful yet simple CRM to start being more professional. We found the perfect fit with Bigin. It's easy to use and integrates with the latest tech needed to create a successful business. We are very happy with our investment!
Rebeca Gonzalez, CEO & Co-Founder, Invest in Latam
We are an MSME company and get a lot of enquiries from different online platforms. It was very cumbersome to manage all these leads and as a small company we were not able to afford a CRM. However, I tried Bigin and it worked well for me. Now all my sales leads are organized and regular follow-ups are done by just a click. Complete value for money.
Amit Shah, Chartered Engineer Master Technician Solar PV (IIT Bombay), Solgen Greentech LLP
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