While selling insurance can be a rewarding and fruitful profession, it certainly has its challenges. The Internet Age has greatly increased competition among insurance agents, allowing buyers to easily compare prices and paving the way for many agents to enter the market.

Fortunately, you can invest in a CRM that will help you increase efficiency and profitability. CRMs have been evolving and improving over the past few years and are now easy to use and implement in your business. While they are designed mainly for marketing, sales and service to customers, they can also help you manage relationships with vendors, collaborators, partners and team members.

What Is a CRM?

CRM refers to Customer Relationship Management software that can collect customer interactions across multiple channels into one place. This is a hub where all of your work-related information will exist, including:

  • Customer profiles
  • Interactions history
  • Contacts
  • Collaborations
  • Tasks
  • Notes
  • Calendar events, such as scheduled meetings and phone calls
  • Analytics
  • Projections

With a CRM, all of these tools will work together to help you and your business get organized and become more efficient. A CRM can help you determine exactly what is working and what isn’t. You can easily connect and collaborate with those on your team by using tools you are already familiar with to gain better insights.

A CRM gathers customer data so you can put what you know into action. You will ensure that you are delivering the right message to the right person when you need to. The main goal of a CRM is to improve your business relationships. As your business grows, managing all of the data and information can quickly become overwhelming. This is where a CRM can be extremely useful.

CRMs can work in a variety of ways, which means there are many to choose from. There is a CRM available for just about every individual or organization in any industry. As an insurance agent, do you need a CRM? If so, how do you choose the CRM that is right for you?

Why Insurance Agents Need a CRM

Selling insurance can be challenging, and you deserve a CRM that can do it all, including:

  • Lead and Sales Pipeline Management
  • Interaction Tracking
  • Calendar and Task Management
  • Document Management
  • Email Integration
  • Marketing
  • Automatic Data Backup
  • Third-party Integrations
  • Data Portability

As an insurance agent, you want to be able to view your current sales, get future sales projections, identify weak spots in the sales process and determine which marketing channels are bringing in the greatest number of leads.

Fortunately, a CRM allows you to do it all. You can easily access data to improve customer satisfaction, experience and retention. The following are the advantages of implementing a CRM in your business as an insurance agent:

1. Increases Sales

For an insurance agent, a CRM can streamline the sales process, increase sales, establish a sales pipeline, analyze sales data and automate tasks. Almost inevitably, your sales and sales productivity will increase as a result of implementing a CRM in your business.

A CRM will allow you to put all your customer-facing touchpoints in one place, including meetings, phone calls, email and social media. This way, all of your insurance sales tools are in one location. You will secure more deals by creating a proven, repeatable sales process, and you will ensure that you deliver the correct message to a customer on the right channel.

2. Strengthens Customer Service

A CRM manages your contacts and builds profiles of your customers and everyone with whom you interact, which gives you quick and easy access to important information about customer behavior. This information can include purchase records and past communications.

As such, customers will not need to repeat their stories over and over. You will also be able to tackle issues with less effort and better methods to strengthen your customer loyalty.

3. Improves Transparency

With a CRM, you can foster greater transparency by assigning tasks and determining who is doing what. A CRM can let everyone in your organization foster more collaboration and better understand the processes of your insurance business.

4. Enhances Analytics

Analytical tools in your CRM make your data intelligible, relevant and available for your business needs. Your marketing, sales and customer data are stored in the CRM and become visible metrics, helping you make sense of everything.

The benefit of these improved analytics is customer retention, customer acquisition and better management of your data.


5. Improves Customer Retention

Your customer retention rate is an important factor in your success as an insurance agent. Fortunately, our CRM features include contact management, interaction tracking, lead and sales pipeline management, email integration and third-party integrations that can improve your customer retention.

For example, third-party integrations and email integration can help you establish an effective marketing plan through social media and email campaigns. You can also seamlessly and easily transfer into your CRM social media posts. These integrations let you stay connected with your customers to keep them returning for your services.

With calendar management, you can ensure that you never miss an appointment with a customer, showing them that you value their time. With interaction tracking, you can maintain records of interactions you have with every customer, whether by email, phone, social media or in person. This helps you track what a customer says and what their needs are, so they don’t have to reiterate these details during every interaction you have. Your customers will thus feel more remembered and valued, leading them to continue choosing you for the services they need.

6. Boosts Knowledge Sharing

Two major issues that waste time are lack of information transfer and miscommunication. If you spend your precious time working on redundant tasks or learning responsibilities that other team members know how to do already, you are losing a lot of time every week.

Collaborative tools in your CRM can help you streamline teamwork by allowing you to establish better workflow practices, develop a knowledge base and allow for improved communication between you and your team members.

7. Increases Efficiency

A CRM allows you to have all of your major everyday business functions in the same place. This will lead to better workflow and project management, along with simpler collaboration between you and your team.

A CRM eliminates repetitive, menial work, which means you have more time to handle the tasks that require more critical thinking. Analytics and dashboards help you optimize your business process and get insights into your work.

The right CRM software for you will allow you to minimize your everyday burden and provide you with the opportunity to focus on and complete creative tasks.

How to Choose the Right CRM in the Insurance Industry

To choose the best CRM for insurance agents, you should consider the features, pricing and reviews of a CRM. These factors will help you determine if a CRM is right for you and can make your work more efficient and profitable.


Does the CRM have the features you are looking for? Review the features included in a CRM to make sure it has everything you need. Some CRMs offer different or specific features that better suit individual needs. Features included in Simple Sales Tracking include:

  • Contact management
  • Lead and sales pipeline management
  • Interaction tracking
  • Calendar management
  • Task management
  • Document organization
  • Email integration
  • Commission and sales tracking


Each CRM will have features fit for its intended purpose, which can help you find the CRM that is right for you in the insurance industry. Review the unique advantages of each CRM to determine which is better suited for your business.


Fortunately, because there are so many CRMs available on the market, competition among this software has made prices incredibly affordable. Many CRMs charge a low monthly fee and even have a free version that you can use during a trial period before committing to a subscription. A CRM may have a multi-level pricing system that increases per number of users or for additional features.

At Simple Sales Tracking, we charge a low monthly fee of $15 per user/month for unlimited, full access to our CRM. You can try our software for free and even get an entire month free if you sign up for our annual plan. When you choose to be billed annually, you will receive a discounted price of just $13.75 per user/per month.


As an independent insurance agent, you want a CRM that other insurance agents rate positively. Read reviews and testimonies that will give you a better idea of what others in your industry like or dislike about a CRM to help you make your choice.

Reviews will note any disadvantages of a product. For example, a CRM may need better technical support or might be lacking a key function. Is there a common issue with a CRM that is brought up by its customer’s reviews? Is it simple and manageable to convert data from other systems? Is it simple to use? Does the CRM work with documents?

Not every CRM is right for independent insurance agents. A CRM should have all the features you need to make your job easier, and other independent insurance agents who have used the software will know whether this CRM is effective and convenient for the work you do.

Why Simple Sales Tracking CRM Is The Best For Insurance Agents

Our CRM at Simple Sales Tracking can improve your efficiency, result in more closed leads and improve both profits and customer relationships. Our CRM software can provide tracking, forecasting and analysis abilities for the individual and team contacts and sales pipeline.


Simple Sales Tracking originated from our sales team’s own needs in 2005. Every available CRM we tried was either too difficult to use, learn or pay for. This led to our own creation – a CRM that allowed each of our sales team members to work together and track sales. We created a software that empowers businesses with a powerful, yet easy to use, tool for managing customer relationships and closing more sales.

You can access Simple Sales Tracking entirely through your internet browser, including Chrome, Firefox, Safari and Internet Explorer.

Our CRM includes these features:

  • Import existing data
  • Mobile version
  • Third-party social media and email marketing integration
  • Customer support
  • No sign-up fee
  • No contracts
  • No cancellation fee
  • Automatic data backup
  • Web API

The benefits of using our CRM include the following:

  • Affordable: The monthly cost is low and affordable. There are also no hidden costs, no setup fee and no contracts.
  • Assign and track: If you work with a team, you can assign and track contacts and sales pipeline across your entire team.
  • Convenient: All the relevant information you need for your customer relationships is included in our CRM so the data you need is conveniently located in one place. You can also downgrade, upgrade or cancel at any point for no additional cost.
  • Data portability: With our CRM, your data is portable. Take it anywhere with you and easily download the data to your computer if you need it. You can import and attach a variety of document types to a sale, including PDFs, images and Microsoft Office Word, Powerpoint, Excel and Publisher documents.
  • Free trial: You can try our CRM today for absolutely no cost and no credit card requirement. You will only need to enter payment information when you choose to subscribe. During the free trial, we only impose a file storage limit of 25 megabytes, an import limit of 50 sales records and a limit of three Twitter search terms.
  • Intuitive design: Our intuitive layout makes our CRM incredibly simple to use and implement in your business.
  • Secure: You can access your data and information securely from any computer. We take security seriously, so we back up your data daily and use the same encryption as banks.

Simple Sales Tracking offers three user types:

  • User: A User has a base level of access in our CRM and can control features relevant to their own information.
  • Manager: A Manager has access to all of the sales data in their team, whether the records are public or private. However, a Manager does not have access to the Administrative settings.
  • Administrator: An Administrator has a higher level of access in our CRM and can control settings for Users in the team and add new Users. Administrators can also set sales, appointments and contacts as public or private, affecting whether they can be viewed by multiple Users for collaboration.

Today, we help thousands of small- to medium-sized businesses and sales teams worldwide to close more sales and increase organization and efficiency.

Try Simple Sales Tracking for Free Today

At Simple Sales Tracking, our cloud-based CRM is designed specifically for small- and medium-sized businesses with features that sales teams actually use, minus all the overhead. These features make implementation, use and management simple.

Our CRM is very easy to use and set up, even for those who are not especially tech-savvy. If you are an insurance agent or a small business owner with little time to sit down and learn how to use a complicated CRM, Simple Sales Tracking is the right option for you. Try our CRM for free by starting your 14-day trial of Simple Sales Tracking today.


Map of World

Contact us for more information

The easiest and most efficient way to get ahold of us is by sending an email.

We’ll get in touch as soon as possible – usually within a couple of hours during business hours.

Simple Sales Tracking - Click here for free trial