08-28-2024, 09:03 AM
Our insurance agency had been using a basic CRM system, but it wasn’t meeting our needs. We decided to implement Zoho CRM, and the results have been incredible. The system’s focus on insurance-specific needs, like policy management and lead nurturing, has streamlined our operations significantly. We now have better visibility into our sales pipeline and can manage renewals automatically. If you’re in the insurance industry and looking for a CRM that truly supports your business, Zoho CRM for insurance agents https://www.customerization.ca/crm-for-insurance/ is definitely worth considering. It’s made a tangible difference in how we operate and grow our business.