Industry
Insurance
Use Case
Online Directory
Country
California
INS Agent List is an online directory based in the United States, that simplifies finding and connecting with insurance agents across states.
The platform offers an easy-to-use interface to find agents for auto, home, health, life, business, Medicare, and more.
Detailed profiles of insurance agents are provided, featuring contact information, location, and areas of expertise.
INS Agent List connects users with knowledgeable agents, providing personalized recommendations and expert advice to secure affordable protection.
Testimonials praise INS Agent List’s efficient claims handling and excellent customer service, making it a trusted insurance resource.
Krayin Custom CRM Development optimized INS Agent List’s operations by implementing a structured system for Insurance processes.
Dynamics of Insurance industry in United States
The insurance industry in the United States is changing rapidly, with a strong shift towards online services.
Consumers are increasingly using digital platforms to purchase insurance, making the process more convenient and accessible.
According to Statista, the US insurance industry, the largest in the world, generated total revenue of US$40 Billion from its operations in 2022.
This trend is supports the rise of insurtech companies, which offer user-friendly digital tools and apps to streamline buying policies.
Online agent directories also play a crucial role in helping people find and compare insurance options easily.
As a result, the industry is poses for a substantial growth, driven by digital transformation and the increasing use of online insurance services.
Challenges Encountered by INS Agent List
INS Agent List faced significant challenges in managing insurance operations and user records without a centralized system.
Customer information was scattering across spreadsheets and databases, causing data inconsistencies and access difficulties.
This disorganization hindered creditworthiness assessments, causing prolonged insurance processing times and increased errors in approvals.
Consequently, operational efficiency was diminished, impeding the company’s growth and its capacity to meet market demands.
To resolve this issue and enhance the client experience they contacted Webkul through the UVdesk ticketing support system.
In this case study, we’ll look at how the company used the powerful open source CRM solution to address INS Agent List’s business challenges.
Solution
Krayin Open Source CRM Software
Krayin, Open Source CRM Software supported INS Agent List through its organized approach and empowered customer relationships systematically.
The following image shows the Krayin CRM dashboard of INS Agent List.
Using Krayin Open Source CRM Software has improved INS Agent List’s insurance operations, reducing errors and speeding up processes.
Integrating the VoIP Module in Krayin CRM Software helps the user to call over a broadband Internet connection and the users can perform Inbound routes.
It also helps to create and track leads for interested customers and update the stages of leads accordingly.
Krayin Open Source CRM Software offers ‘Quotes’ functionality to track the timely delivery of products and services at a set price and time.
With email service in Krayin CRM provides them with centralized access to all the information and e-mail messages of potential customers.
It also empowers with automation settings which lets to manage all their automation settings like attributes, email templates, and Workflow in Krayin CRM.
Krayin CRM provides a comprehensive overview of a prospect’s sales activities by managing tasks, calls, and meetings.
Ending Note
Webkul helped INS Agent List integrate with Krayin Open Source CRM Software to improve its insurance process management.
The integration provided tools like automated messaging, and VoIP for better communication.
Implementing this efficient Krayin CRM software enhanced customer relationships, increased satisfaction, and growth for INS Agent List.
