CRM, Sales, Service & Automation Solutions
For Insurance Agencies
Dial Up Your Sales & Service Success
We work with agencies wanting to increase sales, improve customer service, and integrate automation to improve productivity, quality, and performance. We are a great match for organizations that recognize that growing revenue and profits requires giving your teams the tools to succeed: repeatable processes, simplified systems, quality data, and automation.
HubSpot Onboarding
& Support
Considering HubSpot for your agency? Let's talk about which Hubs you need, onboarding, and ongoing support.
Agency Management System Data Synchronization
Increase the power of your HubSpot CRM by synchronizing your Agency Management System (AMS) clients, contacts, and policy data with HubSpot.
Late Payment
Notifications
We've built a custom application that gives you the tools to confidently identify and contact clients who are at risk of cancellation.
Cross-Platform Automation
Integrate different software platforms into your agency.
AI Solutions
Build AI custom solutions to help your agency increase sales and provide better customer service.
Community & Memberships
Build a private community for discussion and learning.
Independent Insurance Agencies
Specializing in the Insurance industry
SalesPower has a history of working with independent insurance agencies that sell personal insurance, commercial insurance, or both. We are experts in building CRM and automation solutions that improve sales and service processes. We work primarily with HubSpot but have the history and experience to work with other CRM platforms, from Salesforce to High Level and more.
HubSpot Sales & Service Solutions
HubSpot defined the term inbound marketing and has been the industry leader ever since. Inbound marketing and sales funnel automation are great ways to attract new clients with content that is engaging, relevant, and on target. However, content is not the end of the sales process. You’ve got the lead and now it’s time for your sales team to do their job. This is where SalesPower and HubSpot come in.
The HubSpot Sales & Service Hubs are powerful tools that enable teams to be more productive, efficient, and successful. It helps producers and account managers start more conversations, deepen relationships, and manage their pipeline while ticketing and task management ensure your customer service is more productive and responsive.
SalesPower is a HubSpot Solutions Gold Partner
Why is HubSpot the right choice?
Here are just a few reasons to choose HubSpot as the CRM for your agency.
HubSpot is easy to learn and use
Sales staff needs to sell, not become software experts. HubSpot’s user interface is intuitive and easy to learn. Most people can learn the basics, learn to navigate, and be functional with less than an hour of training.
Easily Customized
HubSpot was built for and by marketers, not IT professionals. The result is a platform that is not only easy to use but easy to modify to match the needs of your business.
Free Contacts
HubSpot only charges for ‘Marketing Contacts’ as part of their Marketing Hub. These are people who you are actively email marketing to using email blasts or personalized emails used in workflow automation. If you are not email marketing to people using HubSpot, those contacts are included at no additional cost.
Sales Process Automation
Email, SMS Text messages, reminders, tasks, notifications, and data updates are examples of what HubSpot can automate as sales staff engage with and a prospect moves through your sales process.
Unified INBOX & Service Automation
Turn emails, chats, and more into tickets and take advantage of Service Hub to ensure all requests are addressed in a timely and efficient manner.
Email Deliverability
If your email doesn’t make it into your recipient’s inbox, then your email marketing solution is not working for you. HubSpot gives your email the best chance of getting into the Inbox.
3rd Party Integrations
Unlike your agency management system, HubSpot is an open platform that has integrations for almost every sales and service need. From VOIP services to LinkedIn, HubSpot integrations allow the sales team to connect with other software used as part of the sales and service process. HubSpot even integrates with other CRM’s.
You Know What You Want. We Know How to Get You There.