#1 Insurance CRM
Why is TaraCRM important for insurance agents ?
TaraCRM is a solution that addresses the specific needs of insurance agents. It helps in organising all your contacts, automates task assignments, and manages multiple types of policies in a single system. It helps you close deals faster and build a persistent relationship with your contacts.
Important features of TaraCRM, the #1 Insurance CRM can be checked below.
Important Features
Apart from having a user-friendly interface TaraCRM offers the following important features
Easy task management
TaraCRM for insurance agents organize and categorize your work. Repeating tasks are asigned automatically in TaraCRM. On policy renewal or expiry tasks are assigned to the policy managers automatically. You can also add comments to tasks, get notified when comment is added
Lead management
Data is a crucial resource to drive business. Keeping this in mind TaraCRM for insurance agents has been designed in such a manner that it captures data easily and swiftly. TaraCRM helps in filtering your leads data and transfer the potential business opportunities to your sales team.
Track customer's fund
Funds collected from your customers need proper management. It is really hard to keep a track of collections and its usages, especially when the volume is high. TaraCRM makes this task very easy. Insurance agents can get all details of collection and its usages just on a button click.
Easy communication
We understand that Phone and face to face customer interaction have become obsolete. Customers prefer to communicate through web and mobile applications. TaraCRM gives the organization the flexibility to contact the customer through these touch points.
Multiple policies
TaraCRM made it easy to handle customer data for multiple policies in one plateform. This helps insurance agents to keep policyholders organized, and gives a complete view of all the different policies of a customer.
Renewal Automation
Renewal automation helps you and your customers renew the policies on time. TaraCRM workflow send reminders to customers as well as to insurance agents whenever a renewal is due. TaraCRM also reminds you on maturity of a policy, enabling you to pitch a new sale.
Manage commissions
Managing commission is just as important as other features in any insurance CRM. At the end of the day, one of the main goals of an insurance agent and agency is to ensure that they receive their commissions and retain their clients. TaraCRM helps insurance agents track the commission component and helps them achieve their goal.
Employees management
TaraCRM not only captures employee data but also keeps track of how important an employee is to the agency. TaraCRM rates the employee on the basis of tasks completed by them. As TaraCRM is a right-based system, you can give different access rights to different employees.
What Customers Say
Inderpal Singh Bindra
Owner - Financial Heights
Initially we had some different CRM but didn’t really use it. It was highly complicated as it allowed for so much customization that we ended up doing nothing. When we explored TaraCRM, we found the interface clean, simple and extremely user friendly.
Nitin Jain
Owner - Net Gain
Highly Relaxed ! Now we do not lose track of any of our deals and driving them to closure is much easier now. It helped in not only task monitoring but it also helped in tracking employee performance. TaraCRM really easy to learn & use.