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The Best CRM for Insurance Agents

Bringing in new clients for your insurance agency while keeping up with claims from current customers is a challenge. It’s why tools that help you strengthen client relationships, enhance automation, and track the effectiveness of your sales and marketing efforts are so effective in promoting growth. 

See why Nutshell is the best all-in-one sales, marketing, and engagement platform for insurance agents that prioritize customer care, efficiency, and business growth.

TESTE GRATUITO CONTATO COM VENDAS

How CRM software helps insurance agents

Insurance agents have a lot to manage, from bringing in new clients and maintaining relationships with existing customers to using their time efficiently so they can meet their goals. 

As a single source of truth for customer and business data, a CRM provides tools for streamlining your insurance workflows, managing new claims, and nurturing relationships.

Whether you’re looking for a CRM for insurance brokers, agents, or managers in need of team solutions, the right insurance CRM software has the features you need to build strong connections while providing high-quality services to build your client base. 

Here are some key benefits of using a CRM for insurance agents:

Key features to look for in an insurance CRM

The right CRM for insurance agents will simplify contact management, streamline your sales and policy renewal processes, and enhance client relationships. With multiple features working together, your agency will be able to track and win more opportunities, provide a better client experience, and meet client needs with more personalized service.

Nutshell provides a complete suite of tools proven to help companies close more deals, improve organization, and streamline communication with clients to provide the best possible care.

Here’s why Nutshell is the best CRM for insurance agents:

Contact management enables tailored service

Uma captura de tela de um lead chamado Newing Industries Inc. em Nutshell CRM

To retain clients, you need to prove you’re looking out for their needs at every step of the way. And that requires tools to help you consistently bring value to clients, whether they’re a new prospect or long-term customer.   

Nutshell makes it easy for insurance agents to access all the customer data they need to work efficiently and provide personalized service that enhances customer satisfaction.

With Nutshell’s relationship-driven content management features, you can:

  • Maintain an organized database of all leads and clients as well as their critical data, from proposals and contracts to communication history
  • Centralize all records of agent-client interactions so your entire team has the most recent and relevant information
  • Keep important notes top of mind 
  • Reduce manual data entry with seamless importing and exporting

Workflow automation to boost efficiency

Uma captura de tela de um pipeline de demonstração para novos clientes no painel Nutshell

Before a prospect becomes a customer, you need to effectively nurture the relationship by responding in the right way and at the right time. And after you’ve gained a new client, you need to check in regularly to ensure clients’ coverage always matches their insurance needs. 

Nutshell’s sales automation features help you at every stage of your insurance workflow, empowering you to: 

  • Customize every step of your sales pipeline, from first contact to policy renewal and beyond
  • Automatically assign prospects to the right agents and move them down the funnel when they meet your goals
  • Provide other agents with the guidance and reminders they need to keep every lead on track
  • Trigger emails and text messages to leads at just the right stage so prospects feel supported wherever they are in their insurance journey 

Reporting and analytics to track key success metrics

Uma captura de tela de um relatório de vendas mostrando um gráfico de barras empilhadas

The best CRM for insurance agents will simplify reporting and analytics so agencies can stay ahead of emerging trends, analyze team performance, and get a glimpse into the practices driving success. With powerful insights from reports, agencies can measure client satisfaction and retention, monitor individual agents’ productivity, and make strategic decisions to stay competitive.  

Nutshell’s reporting and analytics features enable you to: 

  • Identify new trends across your agency so you can course-correct and optimize your strategies
  • Monitor your agents’ performance to find strengths and areas for growth
  • Keep an eye on team productivity and drill down into the tasks that really move the needle 
  • Track how clients advance through your funnel so you can plug holes and keep clients from getting stuck

Marketing and engagement tools help you find—and keep—more clients

Insurance marketing automation keeps your services top of mind for your prospects and clients, so they never miss an update or reminder. 

With Nutshell’s marketing and engagement features, you can:

  • Design and automate email marketing campaigns that convert contacts into clients 
  • Build and host branded landing pages on your custom domain to improve marketing campaign performance 
  • Collect information about potential clients through custom forms
  • Send updates and reminders to clients via email or SMS—all without leaving your CRM
  • Hold live web chat conversations with website visitors to answer questions and generate more leads
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Nutshell é o melhor custo-benefício. A versatilidade e a funcionalidade fazem dele um produto muito fácil e poderoso de usar.

Mark M. Southwestern Scale Co.

Já usei o Act, o Goldmine e o Salesforce no passado e descobri que o Nutshell foi o mais fácil de começar a usar e de configurar campos personalizados. Eu recomendaria o Nutshell a outras pessoas que estejam interessadas em um CRM fácil de aprender e navegar.

Craig C. Thermal-Tec

Saímos da Hubspot para a Nutshell porque a Hubspot era muito complexa. A Nutshell faz software para humanos.

Daniel H. EOS

Quando estávamos avaliando os CRMs, o único fator decisivo entre o Nutshell e o Salesforce se resumia ao tempo de ativação e ao preço. O Nutshell venceu em ambos os quesitos (por uma margem enorme). O Salesforce custava 10 vezes mais por mês para o que queríamos.

Jason C. Arrow Container Corp

Obtenha mais de seu CRM com as integrações

Like most businesses, insurance agencies need multiple tools and platforms to do their best work—and integrating these platforms with your CRM is critical for optimizing growth. With the right CRM integrations, you can eliminate manual data entry, automate your workflows, and streamline operations. 

Nutshell integrates with dozens of software options in just a few clicks, and if your preferred app can connect via Zapier, you’ll have thousands more options. 

Nutshell’s integrations span multiple categories, including: 

  • Accounting integrations: Integrations with accounting software like Quickbooks, Square, Xero, and FreshBooks make it easier to manage payments, track invoices and report on financial trends.
  • Contract and proposal integrations: From Docusign and Dropbox to PandaDoc and Proposify, Nutshell’s document management integrations simplify storage of client policies and other critical documents.
  • Collaboration integrations: If you’re managing multiple insurance agents, keeping everyone on the same page is crucial. Integrate Nutshell with tools like Google Workspace, Office 365, Asana, and Zoom to keep your entire team in the loop.
  • Scheduling integrations: Meeting scheduling software like Scheduler, Acuity, and Calendly is essential for managing appointments with clients and leads. With these integrations, you can make it easy for clients to book meetings with you when needed.
um gráfico que mostra vários logotipos conectados a um para Nutshell

Why is Nutshell the best CRM for insurance agents?

Trust is a valuable commodity in the insurance industry, and only the best CRM for insurance agents will provide the features needed to help you develop it. 

Nutshell includes built-in features that help insurance agents simplify client management, team collaboration, and communication so they can strengthen client trust and win more business. 

By choosing Nutshell as your insurance CRM software, you gain:

Mas não acredite apenas em nossa palavra

Our customers have a lot to say about how Nutshell has helped them connect with clients, gain insight into their sales, manage marketing campaigns, and more. Check out our customer stories to learn more about how Nutshell has helped companies like yours meet and exceed their goals!

Escolha o melhor plano para sua equipe

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An easy to use, flexible CRM that helps teams organize their contacts, leads, and conversations in order to grow.

$13 per user per month

Incluído em todos os planos...

  • Unlimited storage, contacts & accounts
  • Gerenciamento de contatos e cronogramas de comunicação
  • Sincronização de e-mail e calendário
  • Pipeline de vendas único e personalizável
  • Customizable single sales pipeline (100 open leads limit)
  • E mais
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Perfect for small teams that need more reporting capabilities to help improve performance.

$25 per user per month

Tudo em Foundation, mais...

  • Activity and Email reports
  • Sales and Activity quotas
  • Metas de estágio do pipeline
  • Up to 25 custom fields
  • No active leads limit
  • E mais
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For teams that need CRM, sales automation, advanced reporting, and multiple pipelines to help you connect and close more leads.

US$ 42 por usuário por mês

Everything in Growth, plus…

  • 5 customizable pipelines
  • Automação de vendas
  • Personal email sequences email sequences
  • Conjunto completo de relatórios, incluindo relatórios de atividade, funil e previsão
  • Meeting scheduling software (lite version)
  • E mais
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For teams and organizations that need deeper customization, change logs, and AI features to improve efficiency.

US$ 59 por usuário por mês

Tudo em Pro, mais...

  • Increased pipelines, territories, markets, teams and more
  • Unlimited Notetaker usage (AI powered speech-to-text transcription)
  • Meeting scheduling software (full version)
  • Audit log and changelog
  • Send email templates directly from Gmail
  • E mais
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For teams and organizations that need complete custom reporting, access controls, custom SQL access and no limits.

US$ 79 por usuário por mês

Everything in Business, plus…

  • Pipelines ilimitados
  • Unlimited custom fields, teams, currencies and territories
  • Acesso SQL somente de leitura
  • Suporte à API
  • E mais
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When you choose Nutshell as your Insurance CRM, you have the option to partner with 500+ digital marketing experts to help drive leads to your sales team.

SAIBA MAIS

Reach your potential with the best CRM for insurance agents

With industry-leading CRM features and pricing designed for teams of all sizes, Nutshell is the insurance CRM software built to help you get and keep more clients. Nutshell simplifies client relationship management and automates time-consuming tasks so you can get back to what matters most—providing great service to your clients. 

Give Nutshell a try by starting your 14-day free trial and see how Nutshell can accelerate your insurance agency’s growth. Or contact us to learn more about how Nutshell can meet your specific needs!

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