It is also possible to expand services and improve customer satisfaction

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If this resource allocation is not done well and the following situation occurs, sales may stagnate as they will not be able to follow up with existing customers as well as develop new customers. I'm busy responding to insurance renewal inquiries Customer information is not shared and cannot be used for after-sales follow-up Not knowing when to approach customers who have lost out and not taking any action To solve the above problems, consider introducing a CRM system.


By introducing a CRM system, you will be able to follow ukraine telegram database up with each customer in a way that suits them, allowing you to build long-term relationships. In this article, we will explain why insurance agencies need a CRM system, the specific issues that can be resolved, and points to consider when introducing the tool. What is CRM anyway? Learn about CRM usage examples from familiar companies What is CRM anyway? Learn about CRM usage examples from familiar companies We introduce five case studies in which measures were implemented by focusing on the CRM basics of "collecting," "managing," "knowing the customer," and "communicating.


" Download the document <Table of Contents> Current issues facing the insurance industry Customer lifestyles and needs are diversifying, requiring individualized support The rate of increase in the number of new subscribers is slowing It is becoming more difficult to conduct face-to-face sales Why CRM systems are effective in solving problems in the insurance industry Manage customer information and take appropriate approaches according to the situation Improve business efficiency .