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Growing an insurance agency requires documented sales processes, a CRM that will help producers convert more leads, grow their book of business, and retain customers while giving you the tools to measure sales productivity, performance, and growth. Whether your agency has one producer or dozens, integrating HubSpot into your insurance or risk management agency allows producers, managers, and owners to focus more on leads, prospects, and clients. We can optimize your current sales and service processes or start from scratch using industry models for both personal and commercial lines of business.
Automated email marketing is great, but it will never compare to tried and true sales tactics. Focus your time and energy on building a sales team that is proficient at using a Sales CRM first while rolling out a customer service portal to support your clients and combined with HubSpots automation tools you will be able to focus on agency growth
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Selling personal insurance requires a fast response to inquiries and a consistent approach to the sale. HubSpot’s marketing and sales pro hubs give you total control over online engagement. Workflows allow you to target the prospect whether you win or lose the immediate deal and automation allows producers to stay in contact with the prospect by email, phone, and/or SMS text messages.
Methods for selling commercial insurance vary by agency. Whether you dial for dollars or focus on building high-quality, long-term relationships, having a CRM with automation allows you to keep up the with the sales process, regardless of how fast or slow you go.
Having a documented sales process with clearly defined stages and communications statuses will ensure that producers don’t forget or lose track of any prospects. For example, pipeline automation allows you do to things like sending quick updates to prospects while you are focused on getting quotes from carriers.
HubSpot’s Service Hub provides the tools you need to offset your customer service work and bring it out of your AMS and into your CRM.
Automatically create and assign customer service tickets from inbound emails, chats, and Facebook Messenger and assign them to your CSR’s or Account Managers.
SalesPower will soon be releasing a new Hawksoft to HubSpot sync.
If you don’t have HubSpot yet, talk to us before you buy it so you can buy the right solution.
HubSpot users can now have their Hawksoft data synced to HubSpot nightly. This sync will ensure that all of your client data is updated and available in HubSpot for you and your team to use.
Know what policies are active for each client, all of the information for each contact associated with your client, and other important account and policy data.
Access the data on a desktop, tablet, or mobile phone.
Better yet, if you are a new HubSpot user, load all your active Hawksoft client data into HubSpot automatically. Create your company records, contact records, and policy records overnight.
Selling risk management services and insurance is not a quick sale. It takes time to develop relationships and trust with your prospects. Then being ready to act when the opportunity presents itself.
SalesPower knows how risk management agencies work and what is needed to open more doors and close more deals. Schedule a meeting with us to discuss how we can help your agency implement HubSpot and manage the sales process from lead to client and the service process from client to renewal.
If your sales team struggles to use your CRM software, then why have it?
Having supported various independent agencies using various CRM’s, HubSpot is the clear leader when it comes to ease of use and user adoption.
HubSpot Sales Hub has the tools to help you start more conversations, deepen relationships, and manage your sales pipeline.
HubSpot Service Hub has the tools you need to automate your customer service and avoid letting customer requests and needs drop through the cracks.
SalesPower is an HubSpot Solutions Partner.
Here are just a few reasons to choose HubSpot as the CRM for your agency.
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.
HubSpot only charges for users that need the tools for selling such as email templates, sequences, and more. If your organization has support staff who need access to the data but not the selling tools, you can add as many users as you need at no additional cost.
HubSpot only charges for ‘Marketing Contact.’ These are contacts which you are actively email marketing to. All other contacts and companies do not add to the cost of the software.
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.
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.
HubSpot has integrations for almost every sales need. From VOIP services to LinkedIn, HubSpot integrations allow the sales team to connect with other software used as part of the sales process. HubSpot even integrates with other CRM’s.
We can have you up and running with HubSpot Sales and Marketing within 60 to 90 days. How long depends upon whether we are configuring HubSpot to match your current sales process or whether you are developing a new or updated one.
Document Your Sales Process
The key to a successful CRM rollout is a documented sales process for every producer to follow..
Setup & Configure HubSpot
We configure HubSpot to match your sales process, import your data, and set up your user's connections to email, calendars, etc.
Training &
Coaching
Train users on how to navigate and use HubSpot as part of their sales process.
As with any business that is dependent upon salespeople to sell products and services, growing a successful insurance agency requires a documented sales process and CRM automation that will help producers convert more leads to clients, grow their book of business, retain clients, and give you the tools to analyze performance and growth. If you are ready to consider a move to a new or different CRM, need someone to coach you along the way, or need a team of experts to support your agency, consider SalesPower.
CRM Services
Implement your first CRM, migrate from one to another, or optimize your CRM to match the needs of your agency. We understand your business and how your CRM should be configured so no balls are dropped and nothing is lost through the cracks.
Sales Automation
No more lost deals because someone dropped the ball, forgot a meeting, or follow up with a prospect. Design your sales process with automation to ensure adherence to process, best practices, and performance.
Marketing Automation
Marketing in insurance is always on. Whether you want to focus on email marketing or use tools such as direct mail, marketing automation will give you the power to segment your message to match your audience's needs and timing.
Sales Process Documentation
Documenting your sales process requires an unbiased look at what you are doing today and what you want to do tomorrow. Let SalesPower help you document your sales process to help you identify gaps and weaknesses and prepare for your CRM implementation,
Email Marketing
Build email marketing solutions to attract, inform and educate your prospects and clients. HubSpot provides the best choice for agencies that are actively emailing their prospects and clients. However, other email solutions are supported when HubSpot isn't the right choice for you.
Website Development & Support
Build a new website, build a niche website, or update your existing website. Having a website is necessary for insurance agencies. We can help you build yours, direct you to a trusted website developer, or update yours to integrate with your CRM. We have experience with most of the website platforms used in the industry.
SalesPower is part of Killing Commercial, a commercial insurance training community. Although we do not sell insurance, being part of the community allows us to stay up-to-date on the industry.