Insurance Sales Solutions
Growing an insurance agency requires 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 sales processes allows producers, managers, and owners to better manage leads, prospects, and clients.
Powersync & HUbSpot
Add the Power of PowerSync
Having fast and easy access to client data helps producers upsell, cross-sell and resell insurance products. SalesPower’s PowerSync puts your current and past clients policy data in front of producers and account managers alongside emails, phone call logs, recordings, notes and other engagements while they are talking to their clients and prospects.
Take control of your sales processes. Using sales pipelines and automations, your sales producers can stay focused on selling. HubSpot’s sales dashboard makes it easy to keep up with leads, deals, tasks, and other important information so sales producers have everything they need in one place.
How it's done
Unified Sales Dashboard.
The Sales Workspace in HubSpot brings pipeline manaqement and closing activities together in one place, helping sales producers stay organized and focused. Producers and/or account managers can efficiently manage their daily tasks, prioritize key actions, and drive better results—all from a unified dashboard.
Automated Outreach & Follow-ups
Insurance producers use HubSpot Sequences to streamline communication with leads and prospects, automating personalized follow-ups and ensuring timely engagement. By scheduling emails and task reminders, producers can nurture leads efficiently, stay top-of-mind, and move deals forward with ease—ultimately closing more deals faster.
Sales Automation
Sales automation workflows help the agency manage the sales process from lead to client. Whether a single person manages the entire sales process or a team is involved as you go from lead to quoting to post-bind, automation lets you easily communicate with leads, prospects and client as they go through the sales process.
Task Management
HubSpot’s task management helps salespeople stay on top of their pipeline by organizing daily activities in one place. With automated task reminders, prioritized to-do lists, and seamless integration with emails and calls, sales reps can efficiently follow up with leads, nurture relationships, and close deals faster—without anything slipping through the cracks
Custom Reporting Dashboards
Insurance producers, managers, and agency owners use HubSpot’s reporting dashboards to track performance, analyze key metrics, and make data-driven decisions. With real-time insights into deal progress, pipeline health, and individual sales activities, reps can identify opportunities, adjust their strategies, and stay focused on hitting their targets—all from a centralized, customizable dashboard.
Goals & Forecasts
Use HubSpot’s Goals and Forecast tools to set clear your producers sales targets, track progress, and predict future revenue. By monitoring real-time performance against quotas and using data-driven forecasts, producers and owners can identify opportunities, adjust strategies, and stay focused on closing more based upon their annual and monthly projections.
Commercial Insurance Sales
HubSpot is a natural for Commercial Insurance Sales
HubSpot helps commercial insurance producers stay organized for and on top of short and long term sales. The sales workspace dashboard is designed for solution selling where the sales process is rarely the same steps or tempo. Add in easy to build sales sequences, sales producers can design and outreach plan for personalized client and prospect engagement. Real-time reporting, and seamless integrations ensure insurance producers stay organized, close more deals, and grow their book of business efficiently.
Killing Commercial
SalesPower is part of Killing Commercial, a commercial insurance sales training and support community. Although SalesPower is not licensed to sell insurance, being part of and supporting the community allows us to stay up-to-date on the industry best-practices and share them with our customers..
Personal Insurance Sales
HubSpot is an excellent solution for Personal Insurance Sales
Repeatable process, pipeline visibility, automated outreach and follow up, and seamless integration with an SMS and phone system are the keys to personal insurance sales success. HubSpot allows you to build a custom sales process to enhance your current sales process or build something new and adjust it as you test different approaches. From custom pipelines to A-B testing sequence emails, HubSpot Sales Hub is perfect for any agency wanting to have full control over every aspect of their sales process.