CRMs have gone a long way since the turn of the century in terms of defining and optimizing business processes. They’ve grown in popularity in recent years and the number of industries that employ them has risen as well. 

Insurance agents can use a CRM system to manage marketing campaigns, increase policy sales, strengthen customer relationships, and streamline application processing. For insurance businesses, finding the best CRM is a challenging endeavor. 

However, there are other options like seeking professional help, such as Better Agency, which is designed for independent agents who want to spend more time focusing on their agency and less time figuring out automation tools. Keep reading to learn about the most important key features to look for when choosing a top Insurance CRM. 

1. Top Insurance CRM Enhances Customer Relationship 

The essential concepts of insurance sales remain the same, regardless of how the processes change. However, you can increase sales, retention, and referrals by improving the customer experience from prospect to customer. 

CRMs are already being used by several prominent insurance companies to enhance sales. However, CRMs can also be utilized to enhance customer service. The software can be used for a variety of tasks, including: 

  • To strengthen customer relationships 
  • To enhance customer service 
  • To speed up response times 
  • To customize messages 
  • To improve the customer experience at all points of interaction 

A CRM allows the customer to keep track of all of their interactions with a brand in one place. This reduces the need for manual data entry, allowing support staff to give better service to customers. The support insurance staff members will know the customer’s name they’re talking to from the moment they call.  

They’ll also be aware of the customer’s most recent transactions and will be able to retrieve detailed information about them. Lastly, with the use of AI and automation in insurance CRM, many customer service platforms can identify and respond to customer concerns through analytical data.  

2. Top Insurance CRM Handles Lead Traffic 

To be successful, each business must first identify the sources of its current and future clients. In today’s digital world, there are varieties of lead sources. This can take the form of social media, phone calls, internet inquiries, and recommendations. As a result, you’ll need an effective lead-management strategy to succeed. 

A top insurance CRM’s key role, in this case, should be to seamlessly integrate with all of these channels. Each inquiry should be recorded without any leakage. Moreover, when it comes to collecting leads, the most critical aspect is to ensure that your software can handle all of the traffic that it receives. 

Capturing all the data that an agency collects is also one of the most important components of a CRM. This is necessary to ensure that the system is capable of handling all the data collected by an agency. This includes, but is not limited to, email marketing, social media, and search marketing. 

3. Top Insurance CRM Creates Great Automated Campaigns 

One of the most common challenges faced by insurance agencies is the lack of knowledge on how to create automated campaigns. However, using top CRM for insurance agencies includes all of the done-for-you campaigns. This will save you a considerable amount of time and headaches. 

Also, keep in mind that every basic CRM on the market is designed to help you manage and save contacts. It should also provide you with a level of reporting that’s relevant to the insurance buying cycle. A great insurance CRM will help insurance agents grow their businesses by providing sales automation tools and campaigns. 

4. Top Insurance CRM Includes Text Messaging  

It’s a given fact that email will be included in your email automation campaigns. Still, your insurance CRM should also have SMS texting. If your system requires you to use another texting platform to function, it’s unlikely that it’s not an actual insurance CRM. 

It would help if you didn’t have to deal with any third-party software to integrate SMS and MMS into your insurance automation campaigns. Insurance agents who use text messaging in their sales automation will outperform those who don’t.  

5. Top Insurance CRM Protects Against Errors And Ommission Claims 

Agents should be able to keep conversation history and documents in their CRM. It’s a crucial element that protects agents against error and omission of EO claims. To prevent any similar situations that could put an agent in a bind, every SMS and email should be periodically tracked. 

With top insurance CRM, you can save important notes and documents. This will enable agents to quickly reference any applications, signed waivers, or policy documents. To avoid an EO loss, your insurance CRM should store these papers and keep them secure against deletion or alteration. They should include a date and time stamp for the talks and the material delivered and received.


The pace of technological advancement is accelerating at an unprecedented rate. Insurance brokers are finding it increasingly difficult to keep up with the trends. Suppose you want to keep your agency running smoothly and growing. In that case, you’ll need to use a reputable insurance CRM developed by top insurance companies to apply the proper systems and procedures.