A customer relationship management (CRM) system is a software application that helps businesses manage and track their interactions with customers. It can be used to manage a variety of customer-related activities, such as sales, marketing, and customer service. For insurance brokers, a CRM can be a valuable tool for managing relationships with clients, tracking leads, and closing deals.
There are many different CRM systems on the market, so it is important to choose one that is specifically designed for the needs of insurance brokers. Some of the key features to look for in a CRM for insurance brokers include: