Best Insurance Agency Management SoftWare
In this tough economy and competitive insurance market, providing a good customer service isn’t enough anymore. Consumers today are better informed than ever, and with todays technology it gives them 24-hour access to information. So it’s easier than ever for them to shop around to get that specifically taylored insurance .
If you want to turn your prospects into customers and your customers into loyal fans, you’ll have to do more than get their attention – you need to become unforgettable.
Below are ways to transform your agency into an unforgettable, top-of-mind insurance solution for your prospects and clients.
1. Being visible: With today’s insurance software, you have more opportunities than ever to be visible – your website, email marketing, social media, content marketing, and smartphone apps. Find the mix that works for you, and keep yourself and your message in front of prospects and customers as often as possible. Also, when visiting a client, why not introduce yourself to the businesses next door? It’s an easy way to get more “visibility mileage” out of every client call.
2. Being interested: Become a master in the lost arts of listening. Be attentive and take the time to understand what your prospects and clients wants and needs are, and what they consider is true “value.” If you want people to be genuinely interested in doing business with you, be genuinely interested in them and take it to a next level.
3. Being different: Since most insurance products and services are essentially the same, you need to be different, unusual, or unorthodox in your ways to stand out from the normal crowd. If you look and sound like average Joe, you’ll be seen as nothing more than a commodity, with price as the only differentiator. Remember, branding isn’t about market share – it’s about mindshare. Branding yourself, not just your business.
4. Being patient: Making a sale isn’t about price. It’s about providing the right solution for your client’s needs. Never be in a hurry, and don’t be pushy. Take your time to build relationships and get to know what your clients’ needs are intimately.
5. Being inquisitive: Instead of doing the average sales pitch, ask questions that engage your prospects’ brains and get them to detail their wants and needs, and what insurance coverage means to their overall quality of life. Provocative questions get potential clients to visualize a better life style for themselves, with you playing an irreplaceable supporting hero role.
6. Being consistent: Stories of “above and beyond” customer service are always encouraging, but one of the most powerful differentiators in today’s insurance marketplace is consistency. Your prospects and customers should always receive the same level of great service no matter who they deal with in your company.
7. Being convenient: It’s amazing how many companies make it complicated to do business with them. Review every aspect of how you interact with prospects and customers. Have you audited your insurance software form letters to ensure that correspondence and forms clear and easily understood? Is your website easy to navigate? Do you make your customers navigate endless phone menus and wait on hold? Make every aspect of doing business with you as simple and convenient as possible.
8. Being valued: It’s easy to say “call if you need us.” But to be unforgettable, you need to be a valued go-to resource. Be a genuine problem solver, a knowledgeable consultant, and a trusted insurance advisor for your clients. Be indispensable and the sales will follow.
With this powerful insurance software, achieving “unforgettable” status is easier than ever and most insurance agencies think . With nearly almost endless customization options, you can collect, organize, and use data more efficiently; constantly create a more dynamic web presence and marketing campaigns; and stay connected with prospects and customers in ways never before possible.
Request an Free insurance software demo today. Cloud Agent Mangement Software can outfit your agency with a customized and affordable insurance software solution to help you achieve “unforgettable” status.
To Request your free 15 Min demo please click here
More About Cloud Agency Management SoftWare
ABOUT US
Cloud Agency Management Software was created to fill a gap between expensive web-enabled CRM and on-site agency management systems. A generic web-based system that usually does not fit the model of an insurance agencies can be very expensive to customize. Very few "out of the box" solutions like Cloud Agency Management Software contain such scalability and flexibility to adapt.
Why choose Cloud Agency Management SoftWare
Cloud Agency Management Software was created for the purpose of assisting insurance agencies in becoming more efficient during hard economic times. Cloud is seeking to fill a void that has long existed within small insurance agencies that have lacked any type of management software. Cloud Agency Management Software's main goal is to assist these smaller insurance agencies with being more efficient, while keeping affordability in mind. Created with over 50 years of combined insurance experience, Cloud was tailored-made to answer the needs of insurance agents and agencies.
Our Team
Our team of highly trained customer service representative is available 24/7 to answer and assist you with any type of issues. Whether a minute issue or a complex one, our technical support team can assist you through a variety of avenues, which include, direct calling, emailing and web chatting and remote access. Unlike other technical support teams that are limited to 9-5 hours, our team is available 24/7. Customers are the lifelines of any business and being able to manage their files is extremely important in staying competitive and efficient, even at 3 A.M.
855-595-CLOUD / 855-595-2568
855-777-CLOUD / 855-777-2568
713-936-2970 / Stuart
281-746-3032 / James
info@cloudams.com
James@cloudams.com (skype - cloud james)
Stuart@cloudams.com (skype - cloud stuart)
PRICING
CLOUD CLASSIC$39
Per month & per location- 100 % Cloud Base System
- Unlimited Database
- Unlimited Agents
- subdomains
- Dashboard
- Clock-in/Clock-out
- Quotes/Prospects Management
- Payments
- Invoicing
- Receipts
- Direct Links to Insurance Company
- Notes & Reminders
- Import Contacts
- Export Contacts
- Export Reports
- Bank Reconciliation
- Batch Scanning
- Email Alerts
- Advanced Reporting
- Mail Labels
- Bulletins
- Miscellaneous Forms Upload
- Unlimited Uploads Documents
- Unlimited Uploads of Photos
- Commission Reports
- Check Printing
- ($5/ 500 SMS)SMS Alerts
- ACORD Forms
- Company (Carrier)
Downloads - Payment Software
- Comparative Rater
Integration
SIGN UP
CLOUD ELITE$79
Per month & per location- 100 % Cloud Base System
- Unlimited Database
- Unlimited Agents
- subdomains
- Dashboard
- Clock-in/Clock-out
- Quotes/Prospects Management
- Payments
- Invoicing
- Receipts
- Direct Links to Insurance Company
- Notes & Reminders
- Import Contacts
- Export Contacts
- Export Reports
- Bank Reconciliation
- Batch Scanning
- Email Alerts
- Advanced Reporting
- Mail Labels
- Bulletins
- Miscellaneous Forms Upload
- Unlimited Uploads Documents
- Unlimited Uploads of Photos
- Commission Reports
- Check Printing
- SMS Alerts
- ACORD Forms
- Company (Carrier)
Downloads - ($30/month)Payment Software
- Comparative Rater
Integration
SIGN UP
CLOUD ELITE PROFESSIONAL$99
Per month & per location- 100 % Cloud Base System
- Unlimited Database
- Unlimited Agents
- subdomains
- Dashboard
- Clock-in/Clock-out
- Quotes/Prospects Management
- Payments
- Invoicing
- Receipts
- Direct Links to Insurance Company
- Notes & Reminders
- Import Contacts
- Export Contacts
- Export Reports
- Bank Reconciliation
- Batch Scanning
- Email Alerts
- Advanced Reporting
- Mail Labels
- Bulletins
- Miscellaneous Forms Upload
- Unlimited Uploads Documents
- Unlimited Uploads of Photos
- Commission Reports
- Check Printing
- SMS Alerts
- ACORD Forms
- Company (Carrier)
Downloads - Payment Software
- (WIP)
Comparative Rater
Integration
SIGN UP
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