Insurtech Express - Hosted By

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Customer Relationship Management (CRM) is a technology for managing all your relationships and interactions with customers and potential customers. The goal is simple: to improve business relationships. A CRM Agency leverages a system that helps companies stay connected to customers, streamline processes, and improve profitability. An Agent uses a CRM for prospecting potential customers and track communication for sales with existing customers. It is also used for marketing purposes. A wholesaler of Life Insurance like a BGA will use a CRM for agent recruitment and sales contact management with agents. A BGA becomes the back office for Agents for new business processing, licensing & contracting, and commission accounting. Over the years many Insurance Agency Management Systems have been built on top of CRMs. As a result, the BGA may integrate a CRM for their sales teams as well as offer CRM to their agents with the ability to integrate the information with the BGAs AMS. This is why InsurTech Express offers the solution of combining information for CRMs and Insurance Agency Management Systems on the same solution page.

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