About this template

Insurance Customer Success CRM Template centralizes client health, renewals, and proactive outreach. Track satisfaction trends and reduce churn with playbooks that scale.

What’s included

Boards

Accounts Board - This board is designed to manage detailed information about each client account, including company name, industry, number of employees, headquarters location, and a link to the company profile. It also integrates related contacts and deals, giving a comprehensive overview of each account. This helps insurance Customer Success Managers maintain organized and up-to-date client records, facilitating better communication and service delivery.
Leads Board - The Leads board helps Customer Success Managers track potential clients through the sales funnel. It includes columns for lead status, contact creation, company information, and last interaction date, ensuring no lead is overlooked. This board is essential for managing follow-ups and converting leads into policyholders effectively.
Contacts Board - This board centralizes all contact information, linking them to their respective accounts and deals. It includes fields for email, phone number, title, priority, and comments, allowing Customer Success Managers to keep detailed notes and prioritize follow-ups. This ensures a personal and timely approach to client interactions.
Deals Board - The Deals board helps track the progress of each deal from initiation to closing. It includes deal stage, owner, value, expected close date, and close probability. This board provides a clear view of the sales pipeline, helping Customer Success Managers forecast revenue and manage deal progress to ensure targets are met.
Policies Board - This board is essential for managing client policies, including policy number, holder, coverage type, premium amount, and renewal date. It helps Customer Success Managers keep track of policy details and renewal dates, ensuring timely renewals and adjustments to client coverage as needed.
Claims Board - The Claims board tracks all details related to insurance claims, including claim number, policy number, status, amount, date filed, and adjuster assigned. This board helps Customer Success Managers oversee the claims process, ensuring timely updates and resolutions to client claims, thereby enhancing customer satisfaction.

Dashboards & Reports

Annual Target - Enables Customer Success Managers to monitor yearly goals, track progress against annual revenue targets, and ensure alignment with company objectives.
Monthly Target - Provides insights into monthly performance, helping managers adjust strategies to meet short-term goals and drive consistent revenue growth.
Average Deal Value - Helps managers understand the average revenue per deal, which is crucial for forecasting and identifying high-value opportunities.
Active Deals - Forecasted Revenue - Allows managers to assess potential income from active deals, supporting revenue prediction and strategic planning.
Deal Status Distribution - Offers a visual representation of deal stages, aiding in identifying bottlenecks and ensuring deals progress smoothly through the pipeline.
Actual Revenue by Month (Deals Won) - Tracks revenue generated from closed deals on a monthly basis, helping managers evaluate performance trends and make data-driven decisions.
Pipeline Conversion - Shows the percentage of leads converting to customers, providing insights into the effectiveness of sales strategies and areas needing improvement.
Activity Tracker - Monitors customer interactions and activities, ensuring timely follow-ups and enhancing customer relationship management.
Forecasted Revenue by Month - Projects future revenue based on current deals, helping managers plan for resource allocation and financial forecasting.
Forecasted Revenue by Stage - Breaks down forecasted revenue by deal stage, helping managers prioritize efforts on deals closer to closing.
Deals Stages by Rep - Analyzes deal progress by individual sales representatives, providing insights into team performance and identifying training needs.
Deal Progress Based on Month Added - Tracks the progress of deals based on their start date, highlighting the efficiency of the sales cycle and identifying potential delays.

Automations

When new email arrives → Notify item subscribers with a message - Ensures timely communication by alerting team members of new customer emails, improving response times and customer satisfaction.
When an email is opened → Notify item subscribers with a message - Keeps team members informed when customers engage with emails, allowing for prompt follow-up actions and maintaining customer engagement.
When 'Create a contact' is clicked → Move the item to the Contacts board - Streamlines contact management by automatically organizing new contacts, ensuring no leads are overlooked and improving workflow efficiency.
When a lead is created → Set its status to 'New Lead' - Automates lead classification, simplifying lead tracking and ensuring consistent lead management practices.
When an activity/email is created in Emails & Activities → Update the 'Last interaction' date - Keeps interaction records up-to-date, providing accurate timelines for customer engagements and aiding in maintaining strong customer relationships.

Frequently asked questions

How can this template help me track policy renewals and ensure timely follow-ups?

This template includes automated reminders and follow-up tasks specifically designed for managing policy renewals, ensuring you never miss an opportunity to retain clients.

Can this CRM help me manage and resolve insurance claims efficiently?

Yes, the CRM template has dedicated boards and workflows for tracking claims, assigning tasks to team members, and monitoring resolution times to improve client satisfaction.

How does this CRM support managing multiple client touchpoints in the insurance industry?

The CRM allows you to log and track all client interactions, from initial contact to policy updates and claims, providing a comprehensive view of each client’s journey.

What features are included to help me improve customer retention rates?

The template includes tools for monitoring client engagement, analyzing satisfaction levels, and identifying at-risk clients, allowing you to take proactive steps to improve retention.

How can I use this CRM to better understand and segment my client base?

You can categorize clients based on policy type, renewal dates, claim history, and more, enabling you to tailor your communication and service to different segments effectively.

Does this template provide any reporting tools to track my performance metrics?

Yes, the template includes customizable reports and dashboards that track key performance indicators such as renewal rates, claim resolution times, and overall client satisfaction.

Can this CRM help me coordinate with underwriters and other stakeholders in the insurance process?

Absolutely, the CRM facilitates collaboration by allowing you to assign tasks, share updates, and communicate with underwriters and other stakeholders efficiently within the platform.

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