We see lots of local brokers moving from more commodity-based personal insurance and switching to commercial lines.
While it is all clearly still insurance, commercial insurance has a different requirement for engagement from initial enquiry to sale. This doesn’t happen in one linear journey.
The web journey for commercial insurance needs to be managed, and simple email and phone will not be enough. Current back-office systems might also not be powerful enough to handle all the elements you will need to help grow your business.
Brokers need help to better manage lead flow, enquiries, quotes, sales and service (i.e. marketing, sales, and service) because it:
- is harder to track the effectiveness
- involves more contact points
- requires more engagement
- could include multiple parties
This is where the HubSpot software comes in and helps tie all of this together. It is scalable so you can start with some of their marketing and CRM tools, then automate sales contacts and manage deal flow, then maintain your ongoing service.
This can be integrated with existing site and web services as required.
Do you want a 15 min discovery call to see if HubSpot is right for you?
