Delight customers and achieve your goals while saving up to 30% off the entire Insightly platform.
Best value– save up to 30%
Changing regulations. Natural disasters. Data security. These are just a few of the many reasons why running an insurance agency is challenging. The industry is constantly evolving with technological advances, and it’s difficult – and expensive – to keep up. With a mix of independent agents and support staff working in their roles, it’s highly important for your agency to have a feature-rich application that is the single source of truth for your operations. That application is often a customer relationship management system (CRM).
You’re convinced…you know you need a CRM for your insurance business or agency – whether you are operating a single office, multiple locations, or underwriting. Which CRM should you select? Salesforce and Insightly are both popular CRM platforms that cater to a wide range of industries, including the insurance field.
These platforms offer features and functions designed to help insurance agencies and insurance-related firms like yours do more, including automating workflows and repetitive tasks, managing customer relationships, and creating efficiencies. The platform will also have to work seamlessly with your marketing automation platform used to drive leads, nurture them into customers, and grow your client base.
In the context of insurance, let’s compare Salesforce and Insightly across various key features and functions. Keep in mind that Salesforce is considered a legacy CRM whereas Insightly is a modern CRM, so many of these comparisons will be conducted with that fact in mind.
The choice between Salesforce and Insightly as a CRM for insurance firms of all sizes depends on factors such as the size of the practice and your number of clients, your customization needs, your budget, and the number of integrations you’ll need to operate your agency or business. Salesforce is costly, but with its scalability and extensive enterprise features, it could be a good fit for global brands with operations in multiple offices internationally, with hundreds of teams and thousands of associates. Insightly is a modern, affordable CRM that is an attractive option for insurance firms of all sizes looking for a CRM that offers good value to grow.