TechKnowFile: Sales Automation Equals Greater Client Attention and Care
Technology | Katherine M. Bova | Aug 8 2019
Centralizing data and interactions into one hub seems like a daunting and time-consuming task, but it pays off.
Who isn’t tired of using a mixture of emails, Excel spreadsheets, an agency management system and sticky notes to keep track of everything? In the ever-expanding digital age, where instant gratification, automatic response and heightened personal touches are now becoming standard in all business interactions, the need for sales automation for insurance agents and brokers is greater than ever.
Centralizing your data and interactions into one hub seems like a daunting and time-consuming task. But the ease of importing data, setting goals, tracking stages, increasing interactions and decreasing dropped opportunities all add up to stronger, sustainable and scalable business models that are ready for growth.
Tracking opportunities and stages for growth
Sales automation and management system tools can display data on dashboards that track business opportunities, employee productivity, renewal date timelines, follow-up activities and more. As an agency or brokerage owner you can set organizational and producer goals, track prospects through the various sales stages, automate follow-up tasks and have a clear picture for improving processes.
Certain circumstances require a hands-on approach that can’t be provided through technology, but sales automation can refocus agents’ attention onto their clients, not their paperwork.
Then, you can leverage these tools to focus more of your energy on becoming a trusted advisor for your clients and growing your book of business. As vice president of education at Agent Support Network of America (ASNOA), it is my job to train agents and staff on innovative solutions and the benefits of new efficiencies that lead to direct growth.
The key is identifying how efficiencies save time, which equates to saved money. My team trains agents and brokers on sales automation tools and how to customize workflows to fit their culture. We also work to ensure that staff are on the same page to provide proven results.
Read the full article on RoughNotes.com.
Tags: Technology , Automation , TechKnowFile , Rough Notes , Sales