How to grow insurance sales

Insurance agencies have a lot on their plate. They must call potential prospects, schedule appointments, and close deals with customers. Most of these tasks are tedious and can take up a lot of time that could be used on the more important stuff.

Also, there is a big chance you’ll miss an essential task or confuse your customer details.

Unfortunately, a single bad experience can massively hurt your sales and customer satisfaction. To prevent that, you’ll need to get the right CRM solution that’s intuitive, reliable, and automate the whole process to maximize the sales potential.

In this article, we’ll take a look at 6 ways to pump up insurance sales with a CRM.

You’ll learn about the precise strategies that have helped thousands of insurance agencies become more successful and increase their sales.

How to grow insurance sales

#1 Capture The Right Leads

Capturing the right leads and avoiding wasting time on the dead ones can be critical in your overall success.

For instance, if you’re offering property insurance, there is no point in targeting teens. Most of them are probably still living with their parents and don’t care about property insurance.

Instead, you should much rather focus on targeting people with a family in their 30s.

A CRM solution can help you just with that. It allows you to identify your target audience, show you detailed insights about them, and help you discover who to target. You’ll also be able to determine which leads have the most potential and so maximize your ROI.

On top of that, it will also increase productivity and help you with marketing automation. For example, you will no longer have to segment and score your leads manually.

Everything will be automatic, and without any effort, you can automate your whole business.

#2 Provide Better Customer Support

Customer service is a huge thing nowadays. In fact, in some cases, it can be the direct determiner of whether a customer will go with your agency or not.

That’s because we no longer care about the price as much as about the experience.

If your customers have any problems with their insurance, want to get an additional one, or have any questions, you must answer them as quickly as possible. And that’s what CRM allows you to do.

Using the right CRM can improve your customer support and make it more personalized.

Your support team can extract data from your CRM in real-time, where they can see all of the previous interactions with your agency. They can also see what insurances your customers have ordered so far and what can be causing trouble.

It will improve the customer support experience and help you resolve issues faster.

Providing excellent customer support is critical to your overall success. It will make customers’ interactions better, which will lead to more happy customers and increase sales.

#3 Maximize Email Marketing Potential

Email marketing is essential, whether you’re a big insurance corporation or just a small start-up trying to get more sales.

It’s the most profitable marketing channel with a whopping 3800% return on investment.

But when you send emails to your customers, you have no way of knowing whether the recipients have clicked on the link or a CTA button inside the email. Moreover, you don’t even know whether your customers opened an email or not. Unfortunately, that means that there is no way to measure the effectiveness of individual emails in your campaign. Or is there?

If you’re using the right CRM solution, you can find that out. And trust me, it can be a complete game-changer to your email marketing game. 

You can set up alerts to notify you when your customers open the email, click on the link, or click that juicy order button. On top of that, everything is happening in real-time, so you can be sure you won’t miss anything. 

Ideally, you should also integrate it with video marketing software.

This is because emails with videos have a 200 – 300% higher CTR. Integrating a CRM tool with video marketing tools can help you deliver a better experience, find out what works, and develop a winning strategy (here are my top picks for video marketing tools.)

It will improve your email marketing game and supercharge your insurance sales.

#4 Automate the Tedious Tasks

Whether you’re closing an insurance policy with your customers or just piling up some additional insurance, there are a lot of tedious tasks to perform.

You must find customer’s details, fill them in, and answer frequently asked questions,

Unfortunately, this only slows down your employees and brings you no value whatsoever. It would be much better if you could eliminate these tasks and focus most of your time on the things that matter – closing deals.

And that’s precisely what an insurance CRM solution can help you with.

It gives you access to all customer’s data in one place. It also allows you to automatically fill in all of the details and answer the customer’s questions effortlessly. This is especially true if you integrate your CRM with a chatbot. 

It will save you tons of time and perfect the user experience (here are my best picks.)

In essence, it will get the load off of your employees, free up their time, and allow them to focus on the things that will drive more results.

#5 Segment Your Customer Base

Personalizing the user experience and segmenting your customers is one of the best ways to drive more substantial results and boost sales.

In fact, in some cases, it can even increase your conversions by over 200%. 

You no longer have to rely on your judgment and hand-pick different customer segments manually. Instead, you can do it automatically, within a few seconds.

What’s even better is that the right CRM solution can also do an advanced segmentation.

You don’t have to rely only on demographics like age, gender, and education. Instead, you can tap into more advanced metrics like psychographics, location, etc.

The results you see above are a golden standard, and you can easily achieve them with the proper customer segmentation using your insurance CRM.

So ensure you personalize the user experience as much as possible and yield tons of sales.

#6 Improve Collaboration Across the Board

Keeping everyone on board is crucial for a high-functioning agency. It will increase the effectiveness and productivity of your employees.

Moreover, it will decrease your chances of making an error that may be fatal.

For instance, you can contact customers twice or offer them a different insurance policy than you’ve previously agreed upon. Unfortunately, this can make you look unprofessional, and in some cases, it can even cost you a customer or sale.

I am sure you don’t want that, and that’s why you must make your company co-ordinated.

The right insurance CRM solution can help you fix that by storing customers’ data, sharing it across the team, and making everyone updated all the time.

It’s a simple way to avoid potential problems and prevent losing a sale.


Running an insurance agency isn’t always easy. You must find the right clients, approach them properly, and create a perfect pitch to close a deal. 

Fortunately, integrating an Agency CRM into your marketing can lead to tremendous results.

In this article, we’ve talked about 6 ways how an insurance CRM can boost your sales, increase productivity, and maximize your results.

But there is a lot more that comes into a successful CRM. Be sure to dive deep and learn as much about it as possible (check some of the best online course platforms to learn more.)

Follow the advice above, start using the right insurance CRM solution, and increase sales.

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