Posts for Tips Category

How Insurance Brokers Can Enhance Sales With Their CRM Software

Tips - Lisa - June 10, 2021

In this era of digitalization, the ways companies use to interact with their customers have changed. Organizations are now trying to adopt new technologies to hold their position in the current market. Thus, they can meet the needs of their modern consumers. New generation customers are very active on digital media. So, keeping themselves updated with digital platforms has become important for every organization. 

New technologies have hit some sectors with a storm. Insurance companies have suffered losses as their business solely depends on core methodologies. So, they were failing to serve their clients with customer friendly digital services. But, like most other industries, the success of an insurance company lies in its engagement with customers. Yet, insurance brokers are unable to serve their customer’s demands. Thus, the progress of the whole organization gets affected. 

Keeping a good customer relationship is crucial for every insurance broker. Here, CRM software comes into play. With the help of CRM software, insurance agents have successfully revived their strategies and business models.

What is the relation between insurance brokers and CRM software?

CRM or Customer Relationship Management software helps any organization to organize its customer data. With this system, you can connect different departments and organize their activities, notes, and metrics. 

It also provides your customers a personalized, one-to-one customer experience. Before, insurance brokers used paper sheets to manage client documents. This was a complicated task as small data updates required a lot of file work. 

With the help of CRM, insurance brokers have moved on from the traditional methods of customer service. This software has brought excellent success by integrating customer interaction with insurance modules. Thus, insurance companies can manage all their leads easily.

What are the benefits of CRM for an insurance broker?

CRM software has brought significant changes in the world of insurance companies. It has improved sales, customer experience, and profit margins. You can get this sales tracking software from Commence.

Better customer experience

Insurance brokers need to be more engaged with their customers. They are expected to form a personal relationship with their clients. Retaining their customers is also important for every broker as it gives them more profit. To build customer loyalty, they need to keep their clients satisfied and meet all their needs.

 With CRM software, a broker can easily handle customer data along with their interaction data. This helps an insurance broker to take the next step. Thus, the software improves the customer experience.

Stronger data security

The insurance industry deals with a considerable amount of data daily. With such a massive amount of private data comes a huge amount of responsibility to keep it safe. Customers who engage with a new or small insurance broker are usually concerned about the safety of their data. They will make their decisions on how you deal with their provided data. 

You can lower the data risk with CRM software. It has an in-built security system. Thus, the brokers can make sure that their clients’ data is safe and no one can get any unauthorized access.

Better collaboration

Some brokers work with multiple insurance companies. But, maintaining their work efficiency can be a tough job in such cases. But when a broker uses CRM software, it records all the important interaction data in a dashboard. 

By viewing the dashboard, the agent will get an insight into the interactions, which will help him take further steps. With the help of the dashboard, the broker can also send renewal reminders to his clients. Thus, better collaboration between the broker and the customer is made possible, and the agent earns the customer’s loyalty.

Lead tracking

Nowadays, tracking a lead is the toughest job for an insurance broker. Anyone can find numerous insurance options on the internet. Here, CRM software helps the broker by giving him the possible leads collected from different reliable sources. It will present all the data on its screen for their benefit. 

Next, it will also follow up the given tips by sale cycle according to their status. Thus, once you start using this software, it will do most of your critical jobs easily.

No need for manual tasks

As an insurance broker, you need to meet your clients to make the sale. On the other hand, managing all their documentation is also necessary. Most of the time, brokers fail to handle both tasks. 

Keeping the current situation in mind, insurance brokers cannot move from one place to another for document collection. But, with CRM software, one can collect all the documents online. Thus, the auditing process is done sooner. All this saves a lot of time.


So, these are all the benefits of using CRM software. Being an insurance broker is not an easy job. This software will reduce your workload and increase the excellence of your documentation.

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Latest trends in web application development

Tips - Lisa - April 5, 2020

Enterprise applications have enabled digitization information|of knowledge|of information} that has created data access less complicated and a lot of or less eliminated the necessity for endless seams of work. In fact, ideas like biometric authorization and digital signatures have additional impetus to the speed at that business dealings area unit all over. it’s bridged the gap between workers and management, workers and therefore the business, business and partners/ stakeholders, and business and customers.

We take a glance at five enterprise app development trend for 2016-17.

1. Less of responsive and adaptative

The responsive style is not any longer a wish, however, a requirement for enterprise applications. adaptative interfaces that don’t compromise on expertise or options is anticipated and scored down heavily by Google too. In fact, responsiveness ought to be an inherent feature that will be a part of the net development project for corporations. just Google is giving a special responsive badge to new sites and web applications that area unit responsive and even giving higher SEO page ranks as encouragement. These perks can, sure enough, fade away within the returning years because the varied device trends involve the forefront.

Hybrid net and mobile app development have relevancy as most corporations have adopted BYOD policy to scale back overhead prices. net applications area unit expected to be accessible on mobile devices and provide native expertise while not compromising on options and functionalities. Also, hybrid application facilitates value management and fast development as concurrent development happens for multiple platforms on one platform. Even the regular maintenance and support expenses stay in check as information of single platform is sufficient for change on multiple platforms.

Front end technologies like NodeJS and AngularJS receive larger importance as they’re going to be central to delivering uniform expertise in hybrid application development. interface and user expertise are going to be extraordinarily essential until customaryized|an identical|the same|a regular|an even} net standard seems. face technologies modify simple and fast preparation of applications across totally different browsers.

As applications ought to be fluid and mobile to be accessible on totally different devices, each desktop, and mobile, and therefore the user should receive uniform expertise across the multiple platforms, information storage is going to be a vital issue. Cloud storage synchronize can guarantee quick access to real-time information across devices and conjointly free device space for storing as all information are going to keep in a very central server with quick access on the web-enabled device. in a very world that’s being planar by technology, that helps business to be carried on the far side territories, this can be a vital feature and should be grounded in a very secure house.

Internet of factor (IoT) makes electronic devices and serious machinery answer to vocal commands of the user. It makes information accessible not solely on smartphone and pill, however, takes it on the far side of wearable devices like smartwatches. IoT is going to be gaining traction in years to return and can be central to enterprise net development strategy.

Web development services the Republic of India and therefore the USA area unit designed to circumstantially address the evolving business wants in multiple areasFind Article, addressing multiple functions. Their development goals resonate with enterprise wants of the following decade a minimum of in designing so businesses will capitalize on current and future trends while not increasing overheads arising because of obsolete technologies. a vital side that’s thought of in net development and preparation is additionally the technology connection within the immediate future to the business so no new technologies area unit pushed into the business for the sake of its novelty.

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HTC One X: Is it still worth getting?

Tips - Lisa - March 10, 2020

A look back review on the the existing HTC One X, prior to the upcoming release of the HTC One.

Should you or should you not get it?

Taiwanese Firm recreates the old HTC into a new birth. The HTC One X comes with a High Definition screen, excellent processor and explicit thin chassis.

Ever since HTC was purchased by One & Co, their phone designs evolved into a sleeker format which has genuinely applied to the HTC One X.

The HTC One X falls under the large-sized categories of phones. It has a stunning large screen size of 4.7 inches. Its 8.9 millimeter chassis integrates the 720p HD display. One X produces high quality videos and images as operated by the Super IPS LCD technology thereby bringing movies and games to life.

HTC One X displays a pixel density that rivals the Samsung Galaxy Nexus and iPhone 4S however applied on a larger screen.

For such a large phone to use, One X is significantly lighter in weight, 130 grams considering its size. It is lighter than the Samsung Galaxy S3 and a bit heavier than the Galaxy S4. Surprisingly, HTC One X literally fits in the pocket.

There are quite minimal changes in the over-all design of the phone. At the top of this phone is a 3.5 millimeter headphone jack. The volume rocker switch is situated at the right hand side. While, at the left part of this phone is where the micro-USB slot is placed. Also at the left section is a Mobile HD Link that can be easily connected to any LED or LCD TV.

The HTC One X is very thin in design but offers a lot in features. For those who are contented with a minimalist finish, the One X is certainly a good choice. This effect is defined by the presence of a micro-SIM hole at the rear portion of said phone, which needs to be opened by an Apple-esque device. The battery is embedded in the body. The micro-SD support is non-existent on this phone.

Since large games and HD movies can be played on the HTC One X, the lack of micro-SD slot is quite a worry. Apart from this, a smaller SIM can also cause annoyance to those who wish to upgrade from the full-size form.

HTC One X goes with a 32 GB storage just enough for the regular user. But, if it could be raised to 64GB, it can positively compete with its opponent.

An 8MP camera protrudes at the back of this phone. Although protruded, its curvy chassis keeps it intact when placed on the table.

The power button is quite difficult to hit especially if you have small hands. Nevertheless, you can still hit the button accurately unlike those present in some smartphones which takes time to turn on and off.

The focal point of the HTC One X is its large size, light weight, sleek-looking that is truly appealing to both men and women. It only seems to be a disadvantage to those with smaller hands.

It is worth noting that the white version of the HTC One X gets quite dirty in just a few hours. A phone case can just keep the surface clean.

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