For Brokers, MGAs and challenger insurance brands who want seamless customer and policy management this integration is a big step forward.
Says Simon Fenn, Director at Pancentric Digital, “As more players in the market look to digitise and scale existing insurance products, explore new schemes and improve customer servicing and nurture, it’s key that smart policy management is married with equally smart customer management.
Most Customer Relationship Management (CRM) systems are complicated, and using them often requires time-consuming effort by internal teams. Hubspot is easy-to-use and delivers good returns quickly. When integrated with a cloud-based policy management platform like Go-Insur — with automated exchange of data — companies can start to realise huge efficiencies and unlock untapped potential.”
For those new to CRM, typical benefits include;
- Better contact data organisation
- Sales reporting
- Sales forecasting
- Customer segmentation
- Scaling a sales process
If you’re currently exploring cloud solutions for policy management and are conscious of wider issues with your customer management (data in multiple places, spreadsheets, inefficient methods), get in touch and our team can organise a demo of the Hubspot / Go-Insur integration.