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Are you tired of always forgetting important dates for clients or missing renewal deadlines? November doesn’t have to be your least favorite month of the year. In fact, with the right customer management program, you can take your business to the next level during this year’s open enrollment period.

If you’ve never heard of the HubSpot CRM then you need to read this article. We’ll show you why this program is a great option to track your clients and your workflow to ensure a seamless AEP this year. So, if you’re ready to take your five-figure months to six figures and beyond, then keep reading this HubSpot CRM review so you can make the best decision for your insurance office.

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Why You Need an Insurance CRM

Many insurance agents found themselves transitioning to working from home this last year. And if you left behind a messy office with stacks of notepads and paper reminder notes, then you understand how hard it was to move all your client information home.

Having an insurance agent CRM program might seem like the last thing you have time to consider right now. After all, you have calls to make and leads to follow up with. However, this is exactly the reason you need a program to track who you need to contact and when.

There are several benefits you will see in your business by choosing a digital CRM. Some of these include:

Lead tracking
Policy management and sales tracking
Workflow automation
Managing claims tracking
Email and outreach marketing management

If you’re not sure the last time you contacted each of your clients, then you need a quality CRM program. And if you want to make sure that each of your leads is properly nurtured for maximum sales conversions, then you should consider HubSpot.

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What Is Hubspot CRM?

You’ve probably heard of HubSpot, but if you’ve ever wondered how it can help your business then you might be surprised. This quality program has everything you need to track your clients and never miss an important date or event again.

HubSpot is a powerful, all-in-one solution for your sales and marketing needs. Each hub will track one arm of your insurance business. And you can start out with their free version for all of them. Then, as your business grows you can increase each hub individually or all at once with their comprehensive bundling package.

HubSpot Pros

As mentioned, one of the biggest pros is that HubSpot starts out with a robust free version. And unlike many software programs, it’s not limited to a certain time frame. You only need to grow your subscription once your business outgrows the free version.

Additionally, the free version includes all of the hubs you need to run your successful insurance agency. From marketing to sales and customer service, you can track it all in one uniform dashboard. Don’t let those expensive leads get cold any longer. With a robust tracking program, you can see who has been contacted and who asked you to call back.

All of your workflows and processes can be automated and tracked with the HubSpot CRM program. This provides you with the ability to scale your business to the level you’ve always wanted. Your assistant can easily pull a report of who needs more information on the new insurance changes each year and then send an email with that information and a call to action to reach out to you for more information.

Imagine what your business would look like if your customers called you instead of feeling like you’re always hunting them down. And imagine how much more time you will have to work on your business knowing that your assistant is taking care of your customer management.

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HubSpot Cons

While the free version of HubSpot is stellar, your business will outgrow it eventually. And that’s good, that means you’re bringing in new leads and closing more sales. However, the pricing structure can get confusing fast so we’ll address that in the next section.

Additionally, if you like talking with customer support when you have problems, you’ll need to upgrade to a paid plan. HubSpot only offers their knowledge base program and community forums for help with troubleshooting when you’re on the free plan. If that’s not a deal-breaker for you then this isn’t much of a deterrent but it will be for some, so it’s worth mentioning.

Understanding Hubspot CRM Pricing Tiers

HubSpot offers many flexibly pricing options. However, this can also get confusing pretty quickly. First, the best feature of transitioning from HubSpot’s free version to its paid version is that you don’t have to upgrade each hub all at once.

Depending on which hub has outgrown the free model, you can upgrade one at a time. They also offer bundles that can combine certain hubs together. At the time of this writing, each of HubSpot’s hubs, marketing, sales, and customer service, are $45/month when paid annually.

And of course, they have their all-in-one upgrade bundle which is their best deal but can also balloon if you don’t need everything. Their Starter CRM package which includes all three hubs for up to 1,000 contacts and two paid users is also $45 per month when paid annually. So, this makes the complete bundle very attractive for many small insurance agencies.

It’s Time to Upgrade but Don’t Try to Do It All Yourself

Having a quality customer management program is vital to growing and scaling your insurance business. And the HubSpot CRM program is a quality option. However, you don’t have time to transition to a digital version.

You can’t afford to not use a CRM but you also can’t afford to take time away from your business. That’s why you need to outsource this. The remote workforce is growing and we have been helping businesses just like yours for 14 years and we can help you too.

You can see here the many ways that an outsourced virtual assistant can help your business grow. And when you’re ready, we’re ready to partner with you. We will find the right fit for you so you don’t have to do it all yourself.

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Whether it’s home insurance, auto insurance, business, people, insurance companies or more the Insurance Podcast discusses the relevant issues within the P&C insurance sector.

From CEOs, to insurance brokers, VPs, owners, innovators, the podcast features those within the insurance industry who lead change. This podcast also considers the future with social media, consumer-facing, fin-tech or startups, or AI, we will shed light on what technology is doing to insurance products and companies.

Pete Tessier is the founder and host of the Insurance Podcast. As an insurance professional, Pete has been in the industry for 17 years after joining the family insurance brokerage business.

Outsourcing is not a dirty idea anymore. In fact, it’s far more common in the insurance industry than we think and Daniel Ramsey, the CEO of MyOutDesk explains how his company and services allow for back-office efficiencies. Daniel explains how using an external service of trained and licensed people to do the more menial tasks allows brokerages and agencies to focus on their strengths, thus improving performance and satisfaction for all staff. His novel approach might be the solution to the impacts of other technology affecting the insurance distribution model.

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Did You Know? MyOutDesk’s origin story is set during the last global financial crisis of 2008. Yes, that’s right — our business started by scaling businesses with virtual assistants during a recession! Our first client in 2008 went from five to seventeen VPs with a completely revamped organizational model in short order, and he told MyOutDesk, “Our virtual professionals have shaved $250,000 off our monthly overhead.”

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Insurance CRMs: HubSpot CRM