YOUR AGENCY MANAGEMENT SYSTEM
HUBSPOT SERVICE HUB
Equals Unbeatable,
Customer Service & Account Management,
Productivity & Performance.
POWER UP YOUR SERVICE & ACCOUNT MANAGEMENT
Your clients account, contact, and policy data, plus HubSpot Service Hub gives you the tools to scale support operations efficiently, deliver personalized experiences, close support tickets faster, and provide more value to your clients.
SIMPLIFY
With multi-channel Inboxes.
ORGANIZE
Tickets by type, people & teams
PRIORITIZE
Automatically assign priorities
OPTIMIZE
Built-in tools that streamline
EXECUTE
Get work done for less time & money
Bring an enterprise level software support solution into your insurance agency. 60 days on-boarding.
Do more with less people. Our solution is made for teams of all sizes.
How does it work?
Start by syncing your AMS personal and commercial client data with HubSpot using SalesPower's PowerSync service. Then roll out HubSpot service hub, comparable with Zendesk, to power up your customer service and account management service.
Key features include:
Ticketing, Help Desk & Customer Success
Multi-Channel Inboxes
Conversational Intelligence
Omni-Channel Messaging
Public & Private Knowledge Base
Customer Surveys & NPS Scoring
SLA Management
Client Support Example
In HubSpot, there are several ways to complete a process. Every agency creates processes that fit their culture and team dynamics. A popular example is clients
sending emails and your team forwards emails into one or more HubSpot inboxes.
You can assign a team or one user to triage all your inbound communications, creating tickets as needed, responding as needed, forwarding as needed and staying on top of all your inbound service requests as they come into your agency.
Some agencies turn all inbound requests into a ticket and using automation, organize, prioritize, and assign tickets to teams and individuals based upon the types of requests being made.
Using tickets means that all activities are tracked automatically as your team responds to clients, clients respond back, and tickets are closed as completed.
Personal Renewal Example
Every agency has a unique process for managing their personal line renewals but they all begin between 60 and 90 days before the renewal date. With today's challenges of personal line renewals, it is important for agencies to optimize their renewal processes.
One way to manage your renewals is to implement our annual policy review process, where a personal lines client have a full policy review once a year. The policy review is based on the clients most expensive home policy, followed by auto policy followed by other personal policies.
90 days before the policy review date, an email is automatically sent to the client requesting they set an appointment to discuss their policy and life situation.
From that point forward, a deal is created and follows various paths depending on whether the policy is being renewed or re-marketed.
Commercial Renewal Example
Commercial renewals will vary based upon the type of client. Small business lines may require no review unless a policy increase is reported. Large business clients should already be working with you throughout the year but require extra attention as you approach their renewal date(s).
For commercial lines, we can also track the annual policy review date but instead of sending emails automatically to the client, we create tickets for producers and account managers. giving them the opportunity to review the client policies and determine the path of the renewal process.
Regardless of the plan, every client goes through the renewal sales pipeline so their premiums (and revenue) can be included in the agency's revenue forecast.
Yes. HubSpot includes forecasting as in the Sales Hub product. In fact, all renewals are a combination of deals and tickets and created based upon the individual needs of the agency.
Agency Knowledge Base
HubSpot Service Hub Enterprise includes the ability to build an internal use knowledge base. Basically a blog with SSO access, it's easy to add propriety agency information, making it easily available to internal team members. Combined with AI, this can be a powerful tool to give your agency an advantage over your competitors.
Making it all work
HubSpot has recently changed their pricing model to per-seat. This means agencies of all size can afford HubSpot. Every agency is different. The only requirement is that your CSR's and Account Managers have a Service Hub Enterprise seat.
PowerSync is only available through SalesPower. The custom platform syncs client, contact, and policy data between agency management systems and HubSpot.
SalesPower provides the services needed to configure PowerSync and to onboard you with HubSpot.
We have insurance agencies as small as 4 people to as large as 70 people using our solution.
You can be up and running in 60 days, then spend the next 60 days learning and optimizing HubSpot for your agency.
References are available upon request.
SalesPower is a HubSpot Solutions Partner
How agencies Use
HubSpot Service Hub
SalesPower clients are always finding ways to optimize their customer service and account management processes, saving time and saving money.
HubSpot is easy to learn and use
Sales & support staff needs to focus on service and sales, 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 a few hours of training.
Teams
Assign HubSpot users to teams. Teams give you the organization power to help you ensure that support is efficiently managed.
Reporting
Unlike your AMS or insurance CRM, HubSpot is a global platform built to make service productive and successful. HubSpot includes out-of-the-box service reports but also has one of the most powerful reporting engines in the CRM industry.
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. Dashboard design and automation is easy to learn and do yourself or let SalesPower support do it for you.
HubSpot Inboxes
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. Bring all your customer service and carrier email and communications into HubSpot inboxes where you can automatically create and assign tickets, apply user availability to round robins, and triage incoming support requests.
Ticket Automation
HubSpot includes built-in automation to track if the client is waiting on you, or you are waiting on the client. Organize and assign tickets using HubSpot drag and drop workflow tool.
Email Delivery
If your email doesn’t make it into your recipient’s inbox, then your service solution is not working for you. HubSpot gives your email the best chance of getting into the Inbox. HubSpot connects with your email provider to ensure your user emails are going to get to the client.
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 and service team to connect with other software used as part of the sales and service process. HubSpot even integrates with other CRM’s.
Get More Done In Less Time With HubSpot Service Hub
Features Include:
HubSpot Service Hub brings all customer service channels (email, live chat, social media, etc.) into one place, helping support teams manage interactions more efficiently.
The built-in ticketing system enables businesses to organize, track, and manage customer issues in real-time, ensuring that no request falls through the cracks.
Service Hub provides the option to create a self-service knowledge base, which allows customers to find answers on their own, reducing the volume of incoming support tickets.
Service Hub includes built-in surveys (like NPS, CSAT, and CES) that help businesses gather actionable feedback to improve service quality and customer experiences.
The platform provides comprehensive reporting tools to track metrics like ticket resolution times, customer satisfaction, and agent performance, helping businesses optimize their service efforts.
Because it’s part of HubSpot's CRM platform, Service Hub provides full visibility into customer interactions and history, making it easier to provide personalized support and manage accounts effectively.
With notes, internal conversations, and shared inboxes, Service Hub helps teams collaborate more effectively to resolve issues and manage customer relationships.
The platform can be tailored to fit specific business needs, with custom pipelines, automation rules, and service-level agreements (SLAs) to ensure agencies meet their unique customer service goals.
And much more...
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.
SalesPower Service Hub Onboarding & Support For Insurance Agencies
6-Month Full-Service HubSpot Onboarding
$18,000
$3,000 per month
This HubSpot onboarding package is for agencies that want a HubSpot and insurance specialist working with them to document their sales process and configure/optimize HubSpot as needed to improve performance, productivity, and quality of service.
The goal is to have your team productive within 60 to 90 days while using the remaining time to automate, integrate, train, and optimize your business processes, making HubSpot a solution that your team actually uses.
120-Day Coached HubSpot Onboarding
$6,000
$1,500 per month
This onboarding package is for agencies who have the confidence to build their custom HubSpot CRM and need a coach or guide to help them get the most from their investment while avoiding missteps along the way.
You will get to work with David LeFevre for one 90-minute kick-off call and weekly virtual training and Q&A sessions. David has worked with and developed custom HubSpot CRM solutions for many insurance agencies and brings that experience to help make your new service solution a success.
Monthly HubSpot Support
$1,000 – $4000
per month
SalesPower provides custom support services for our clients that range between $1000 and $4000 per hour.
Are You Thinking About Using HubSpot for Your Service Management?