Insurance CRM: Learn about the challenges, red-flags, must-have features, and tips from industry experts.


The basic purpose of insurance sales is to create cash. Nothing more or nothing less. Everything else confuses and complicates. That's the motivation most agents come to work with every day - until their CRM gets in their way. This is why the biggest CRM problem for insurance companies is adoption. The reps don't want to use a slow system. They demand something fast, something that's simple and doesn't get in the way.

So LeadSquared, made a guide for you before you go out looking for a new CRM - things it must have, things it shouldn't have, questions you should ask your vendor - everything you should check in a few quick pages!