A customer relationship management (CRM) system is a software application that helps businesses manage and track their interactions with potential and current customers. CRM systems can be used to track a variety of customer data, including contact information, purchase history, and communication history. This data can be used to improve customer service, marketing, and sales efforts.
CRM systems can be particularly beneficial for insurance brokers. Insurance brokers can use CRM systems to track their interactions with potential and current clients, as well as to manage their policies and claims. This can help insurance brokers to provide better service to their clients and to grow their businesses.