Saphyte: CRM Software for Insurance Agents

Saphyte Team

4 min read

Updated: October 4th, 2020

With the world plunged into uncertainty, the demand for insurance packages continue to rise on the market. And this is for a good reason. Insurance allows individuals to be protected financially whenever an unexpected (or expected) situation arises. 

It’s a form of risk management and because risk has increased lately, the demand for health insurance services increases as well. But there’s the rub, with a surge in clients, insurance companies and agents find it hard to manage their data and information. Managing customer information is extremely necessary for this industry as each customer can have different needs and may avail of different services. 

Data such as the deadline for payments, beneficiaries, benefits availed, and more may be difficult to track over time. With this overload of information, insurance companies and agencies may find it difficult to increase their customers by looking for more leads and prospects, which may lead to stagnation of growth.

The solution to this is simple: using a CRM software for insurance agents. Some CRM software systems are developed with the needs of insurance brokers and customers in mind – making managing contact information easy and problem-free.

What does a CRM software do?

Customer Relationship Management (CRM) is an approach to managing potential and existing customer relationships with the goal of improving customer retention and boosting sales. CRM software then ensures that all the data and information regarding a customer are at the business’s disposal for personalized interaction. This helps increase customer satisfaction.

The tools and features of a typical CRM include options to make phone calls to potential and potential customers using a centralized platform, scheduled email functions, lead scoring, and features to manage customers’ contact information. These are features that will help an insurance agency develop better customer relationships for it to grow.

CRM tools like marketing automation also help companies cut costs as it reduces the need to hire more employees for tasks like communicating with clients and checking for their responses. CRMs also help you manage your marketing campaigns, ensuring they work as intended. Overall, CRMs help increase productivity and profit for growing companies.

Features of a CRM software for insurance companies 

CRM features that are useful for insurance companies:

• Email marketing – this tool may be considered useful for insurance companies to improve their sales by engaging potential customers and sending them personalized content. The email may contain promotional messages that will trigger a purchase behavior among its readers, resulting in the growth of sales. 
• Sales Pipeline – this feature lets insurance companies track every sales opportunity at every stage of the sales pipeline. Insurance agents under those companies must be able to have real time monitoring of what’s going on in their sales pipeline as this will allow them to focus and prioritize what’s important, helping them successfully close deals, make sales, and grow their clientele. Keep everyone in your company in the loop with Saphyte’s Sales Pipeline feature.
• Team and Workspace – Whether you have a team of insurance agents working in a single office or in a remote environment, the system allows you to have better and smoother workflows. You can also grant different levels of authority or restrictions in accessing your business by assigning them predefined roles in the system. Team efficiency is then guaranteed no matter where your agents work.
• Leads Scoring – Compared to traditional methods, CRM’s automated lead scoring helps you identify which leads have the most potential to progress into a closed sale. This tool helps you save a lot of time and resources by knowing who to prioritize and allocate your time to.

Introducing Saphyte

The good news is that Saphyte has all these features, among others. Saphyte is a system built to streamline all of your business activities and integrate them into one powerful platform. It has all the right tools to help you manage customer data and in closing more deals. The system also helps in improving business efficiency and productivity. Put simply, Saphyte is built to make sales, marketing, and customer interaction easier.

The system is made to help startups and growing businesses alike. It is also built to be scalable and flexible so you can customize the system according to your processes as it easily adapts to your business.

Saphyte also has undergone fine-tuning and testing for many years before it became ready to be deployed in the world. So you can be assured that your business is safe with Saphyte. Everything that you need in your business is in Saphyte’s all-in-one CRM system.

Other features of Saphyte

Aside from the ones mentioned above, Saphyte has other features that users can explore. Its features are divided into four major categories: Team and Workspace, Sales Management, Marketing Management, and Lead and Client Management.

• Team and Workspace – Saphyte lets you organize your teams’ roles by providing you pre-defined roles in the system. You can also assign your employees to their designated roles and departments. This will give authority or restriction to what your team can access in your business. This way, you will be free from worrying about the sensitive and important data in your business.

It is extremely important for teams to be on the same page, especially when coordinating online. The goal of Saphyte is to help companies save time by automating their sales and marketing tasks and ensure smooth communication among teams using the software’s design and functionality.

• Sales Management – The Sales Management feature allows you to take charge of your sales process and gives you real-time updates on your sales pipeline. This feature is carefully designed to enhance and optimize the most important part of your business–– your sales. Sales are the lifeblood of your business. Without it, businesses will have no money to run their operations and produce products and render services. This feature also ensures that your sales team can channel their energy into more productive activities.
  
• Marketing Management – Saphyte’s Marketing Management feature is designed to enable you to effectively engage your new, potential, and existing customers. It is built with functions that allow you to reach out to your customers in multiple channels and monitor the effectiveness of your campaigns.
  
• Lead and Client Management – Saphyte’s Lead and Client Management feature boasts an array of functions and options for users to optimize their processes involved in getting leads and clients. This includes Lead Scoring, Automated Workflow Process, Task Management, Documentation, Email Tracking, Categorization, Status & Updates, Meetings, Calls & Reminder System, and Reporting.

Advanced Workflows, for example, allows you to set up, automate, and run the basic and repetitive processes usually involved in your business. This intelligent feature cuts downtime, energy, and resources consumed by your efficiency. This will not only reduce costs but will also give your team more space to do more important things.

Conclusion

This streamlined CRM solution is built to be the best software for growing businesses (especially insurance companies or any small business) – those that need scalability and power to enlist an increasing number of clients. It is also designed to be user-friendly so that entrepreneurs who are unfamiliar with the technology can easily harness it to realize the full potential of their business.

Want to learn more about Saphyte?

Contact us and try Saphyte for free.