13 Aug Boosting Conversions with Digital Tools: Using Automation Technology and a CRM System Together

Last week, ZipQuote’s expert advice team walked us through the best lead conversion practices for agents, explaining some of the personalized approaches agents can use to make stronger connections with prospects. This week, we’re diving deeper into the process by looking at the digital technology available to agents on the ZipQuote platform, which can streamline sales processes and improve overall performance when working online leads. Specifically, we’ll be discussing how using automation technology in conjunction with a CRM platform will help you organize your data, shorten response times and ultimately grow your book of business.

Automation Technology – Your Second Brain  

An automation platform can serve as both an organizational tool and a personal assistant. It allows you to prioritize your responses and set reminders about follow-up calls, emails or text messages that need sending, as well as relaying inbound calls directly to you. In addition, it can send automated responses when you’re not available, so that no communication cues slip through the cracks. In a sense, it’s like having a second brain to help you double productivity. ZipQuote integrates with a number of automation platforms, giving you a variety of options to suit your personal preference.   

“We definitely recommend using an automated lead management system. Having a third party integration helps to get more feet on the ground, so to speak – you’ll have another method of contacting leads running in the background,” says Ashleigh Yamasaki, Manager of Agent Enrollment at ZipQuote.

Customer Relationship Management – The All-Seeing View

Your CRM (Customer Relationship Management) system gives you an all-encompassing view of your account. Essentially, it centralizes and organizes the information being fed to you. You’ll be able to view all leads delivered in a digestible way, have access to prospect profiles (demographics, geographical location, etc.), and monitor performance: i.e. keep track of quotes delivered, policies written, leads that didn’t convert, and any leads returned. So, rather than updating five different spreadsheets, you upload all your lead data into your CRM and claim control of your profile.

Again, this feeds into your idea of finding an ideal customer that fits your agency. As you’re able to track lead performance and gain a better understanding of the customers you’re able to convert most frequently, you can use this information to fine-tune the leads you’re buying. Essentially, the CRM allows you to see all things related to your order, balance, and leads; since it’s very user friendly and hands-on, account and settings adjustments are very easy.

Both a CRM platform and automation technology are about simplifying your life. Being a successful agent relies on your charisma, personality, and your ability to tell a good story at times, but a big part of the job is staying organized and knowing when to call, text, or email. The digital tools that we’ve outlined were designed specifically to make your job easier and help you write more policies. If you’d like to know more about our range of products, high octane leads, or you’d like to schedule an appointment with our Expert Advice team, please drop us a line at sales@zipquote.com.

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