NetHunt - CRM for Insurance Agents


What is the Best CRM for Insurance Agents?
It is a Gmail-based CRM for the insurance industry which stands out among others by its high integrability level with Google products. This is also a CRM system that supports Zapier integration allowing to adjust this CRM software according to personal convenience and needs and reach the most affordable synchronization of a few different business software applications.

Why Does Insurance Business Needs CRM?

Why Does Insurance Business Needs CRM?

Insurance agencies need a complex integrated CRM solution. This is exactly what NetHunt offers - a single multifunctional CRM system capable to organize the business workflow and customers management process right inside the insurance agency’s inbox. As insurance business means a broad target audience of customers who regularly need to update their insurance policies, NetHunt provides the most reliable solution. Using this CRM, customers obtain the opportunity to save all the contact data and previous correspondence related to each customer right inside the NetHunt CRM records registered every time the new customer applies to a company. Such an approach allows NetHunt team to provide the insurance agencies the unique opportunity to save important information about each customer once and forever.
Furthermore, simple bulk email campaigns conducted using the NetHunt’s Professional & Enterprise tariffs feature allow to significantly increase the scales of target audience regularly informed about insurance agency’s business updates related to services provided. Thereby, bulk mailing campaigns allow using emails as an advertising tool. But the convenience of this functionality does not stop at this. The email link tracking function available for Professional and Enterprise software versions allows improving the advertising campaigns according to the data collected after the previous such campaigns. Having the click-through rates with NetHunt it is always easier to measure the online advertising campaign success.

Benefits of NetHunt CRM for Insurance Agents

Benefits of NetHunt CRM for Insurance Agents

Among the benefits NetHunt offers to its users are making lists of insurance policyholders grouped according to their territorial locations, insurance agents to which these clients were assigned, organizing and storing information about clients’ preferences, their lifestyle, and interests, family size, birthdays, availability of real estate, etc. Having its own reliable customer database, the insurance agency will be able to develop comprehensive insurance programs tailored to the needs of specific, well-defined categories of existing potential customers.
As a Gmail-based system, NetHunt has a clear and user-friendly interface designed the way it becomes fully convenient for the customers already familiar with the Gmail interface. Due to the fact that all the important information needed to deal with clients is located within NetHunt integrated into Gmail the insurance agent using it doesn't need to leave Gmail or switch between numerous tabs and applications. Furthermore, even after changing a person working with the regular client, the insurance agency can be pretty sure that the newly-appointed manager will be able to evaluate all the experience gained from previous interactions with that particular customer as well as to provide him/her with the most effective services and providing assistance till a deal will go through the whole sales pipeline.
Everything important, like deals and opportunities, email tracking, convenient and adjustable filters & views, one-click lead creation are now creatively mixed and collected inside Gmail inbox used as the basis for the NetHunt CRM system.

Informative Insurance Business Analytics with NetHunt CRM

Informative Insurance Business Analytics with NetHunt CRM

CRM system allows the insurance agency to quantify its customers, as well as to find out if these people fit the model of the person who is most likely to buy insurance services. Basic campaign analytics allows tracking the click-through rates, view rates, spam rates, etc. Using NetHunt CRM tools, the insurance company will be capable to improve the quality of its performance gradually with each next bulk email campaign purposed to better advertise the insurance agency’s services and probable innovations to target audience chosen according to the previous bulk email campaigns. Thus, customers reactions either positive or negative will always be counted to avoid any further mistakes and improve the insurance business services.
In addition, adjustable records views in NetHunt allow making the inbox more convenient for each customer. For instance, records put in a folder can be adjusted to reflect as a list, or as a card-based view. Another tool for sorting business records are filters available in the NetHunt interface. User can sort records by address, by social networks: LinkedIn, Facebook, and Twitter, by tags, and by the updates or creations history. Also, there are a few convenient filters available here allowing to search the information wanted by multiple criteria at the same time grouping and sorting the records.

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NetHunt CRM Pricing Plan And its Benefits for Insurance Business

NetHunt CRM Pricing Plan And its Benefits for Insurance Business

This software has three different tariffs, each with different functionality oriented for companies with different needs and scales. However, before choosing one of them, the NetHunt team generously offers the 14-days free trial period to test and evaluate all benefits of the product and decide if it fully suits the insurance agency’s demands to start using it regularly. For regular users, NetHunt CRM offers the following tariffs: Professional tariff plan will cost $24 per customer for one month of work and Enterprise tariff plan will cost $48 per customer for one month of work. Pricing indicated is the annual pricing, however, for the monthly subscription customers will pay $30 and $60 respectively.
Professional tariff plan allows sending bulk email campaigns 10 times a month. And finally, with Enterprise tariff plan insurance agency obtains the unlimited opportunities in bulk email campaign and have a chance to use them according to its needs regularly. Professional & Enterprise software versions can also boast of their integration of API access, HTML templates import and email link tracking so vitally needed for the better business organizations.

NetHunt CRM Features

NetHunt CRM Features

Here are the most important features for the insurance business NetHunt CRM system provides:

Pricing Options

Kick off with a 14-day trial for any plan. Our Free plan stays free forever.

Professional

$24
per user/month
Customize to your needs, work with the team, and boost your sales. Enjoy powerful Gmail CRM system capabilities, whatever the budget!

Popular choice

Professional Plus

$28
per user/month
Maximize your productivity with workflow automation. Save time on manual tasks, optimize sales process and upgrade team performance with advanced automation tools.

Enterprise

$48
per user/month
Ultimate control, flexibility and scalability. Make use of custom development and a dedicated Customer Success Manager.
Why do Insurance Agencies appreciate NetHunt CRM?

Why do Insurance Agencies appreciate NetHunt CRM?

Numerous NetHunt CRM system customers already evaluated it as the best CRM for insurance agents. This high opinion was gained by NetHunt CRM thanks to its flexible design and the impeccable quality of this CRM system performance. One of the main advantages this CRM for insurance brokers gives is that the operator of the contact center will have access to all the information that the agent received during the first meeting and entered into the system. This will simplify the process of communication with clients. And what is more important, numerous working hours will be saved this way. The specialists of the insurance customer support centers can also better focus on the work with clients as having clear step-by-step client’s list of interaction with an insurance agency allows them to improve the quality of services and shorten the amount of time needed for that.

Why NetHunt CRM Users Invest in their Business Future?

Why NetHunt CRM Users Invest in their Business Future?

Trying this CRM system once, clients will never want to change it for something else as everything they ever searched for is already packed inside. Here are all: multifunctional & intuitively easy-to-catch interface, integrability with Google applications, and what is more exciting - the low prices having no analogs at the global CRM market. The main purpose of NetHunt is to provide its customers with a professional level CRM software capable to save their money and help a business to grow.

See what others think about NetHunt

Super ease-of-use in Gmail integration + iPhone app. Top-shelf support. Great price-point. Big fan! Read more
NetHunt CRM is the best CRM I've used and enables our team to handle all CRM tasks with Gmail. Read more
Super easy to setup, does not require any special skills. It just works! Tech support is great and you can communicate with a real person when needed. Read more
NetHunt is designed with sales managers in mind and it shows. There are many things that make my sales process easier to manage. Read more
The moment I start nitpicking on something, it immediately gets fixed or improved. Nice to see that the service is alive and always improving. Read more
NetHunt is a very simple to use system. But behind that simplicity lies great functionality and customisation possibilities. Read more
I love that all the things that are scattered in my G Apps are stored in one place and I do not get lost in my mail. Read more
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