VisionCRM Keeping Agencies Relevant
August 17th, 2011 Jake GabelSome might say the insurance industry has made huge technological strides despite significant challenges. True, while banks and investment companies have figured out ways to open online accounts, collect relevant data, transfer money and offer multiple types of services, they don’t have to address issues such as multipart insurance policies, claim filing, temporary coverage needs and endorsements that add layers of complexity to the insurance process. There is no doubt that insurance issuance has complexities that other financial products do not.
The last few years have shown a dramatic increase in the number of web-based insurance transactions. Agents are already competing against online insurance products available for their customers including property, liability, auto, umbrella and workers’ comp. As customers push for change, those agencies that respond to their customers’ technological demands will enjoy dramatic growth. Agencies that resist change may be on their way to becoming less relevant.
VisionCRM plays an important part in the agency environment by providing all team members with one platform to automate and reduce some of the complexity found in the insurance industry. Vision will also help all agencies meet the increased technological demand of their customers and prospects using the customizable marketing campaigns that include many automated touches. One platform for the entire team and automated marketing campaigns to keep constant communication giong with prospects and customers are just two of many benefits Vision will provide.
Why Agency Management Software Provides a Value
July 26th, 2011 Jake GabelIn our current business environment, nearly every employee, regardless of age, has a heightened level of comfort with technology. While young people joining the agency may be more technologically savvy, most all of today’s users are more than technologically efficient. That is truly all that is needed to take advantage of Agency Management Systems. Agency management systems of today carry as much power in their middle name — management — as in either of the others.
VisionCRM’s is an Agency Management System that has been designed by insurance agents for the insurance industry and includes all of the following management systems;
• Prospect/Client
• List
• Task
• Marketing
Along with Sales and Bonus plans for team members and a detailed Analyzer that allows the agent to drill into almost every aspect of their business. There is a tool in VisionCRM for every type of user that will help save time and close more policies while the customization of VisionCRM allows the user to enhance their current processes versus forcing the tools processes on the user making Vision even easier to learn than most Management tools. Like any tool when used it can be extremely powerful and VisionCRM is one of those tools that creates additional opportunities and instantaneous ROI.
Starting VisionCRM for your Agency
July 5th, 2011 Jake GabelWe are happy to announce that VisionCRM is currently available at the incredibly low price of $39.00 a month. No need to worry about whether or not VisionCRM is the right fit for your office because we also provide all new members with a 30 day free trial and the ability to attend our weekly training seminars. If you are looking for a tool to help take your agency to the next level, now is a great time to check out VisionCRM.
Remember, VisionCRM’s sole focus is meeting the needs of the insurance industry. It is fully customizable, enabling it to cater to your agencies’ current processes. There is only a small amount of time needed to set your agency up with VisionCRM, but it is time that you will get back tenfold. In fact VisionCRM will save your agency time in almost all aspects of your daily routine. If you are interested in starting a free 30 day trial or participating in a VisionCRM seminar,
Contact us at: http://www.imprezzio.com/visioncrm/ from the contact us tab.
Imprezzio to Introduce Latest Version of VisionCRM in Dallas!
June 20th, 2011 Caitlin RobirdsMeet and greet Sales Representative, Donna Swavely this week in Dallas. Donna will be attending the 3rd Annual Texas Leaders Forum to introduce our latest version of VisionCRM agency management software to Allstate agents attending the Forum June 23rd-24th. Stop by and say hello. If you can’t make the event, you can still start expanding your agency book using Vision by signing up for a free trial at http://www.imprezzio.com/visioncrm/.
We are really excited about the opportunity to show off our VisionCRM tool to the agents and leadership attending this event. Because it was designed with the insurance agency in mind, it truly is agency management software. Whether your marketing plan focuses on internet leads, direct marketing lists, professional or customer referrals, or a combination of them, Vision helps you move any lead from cold to sold and beyond. Retaining, cross-selling and up-selling your current book is simplified and consistent. The data analyzer and reporting features will let you know when and where your quotes and sales are coming from so you can focus your efforts on what is working and curtail what isn’t. The activity reports let you know what’s coming up and what’s been done by who so you can manage your team and forecast your business. . Since it’s a web-based solution, you can access your information anywhere you can get online.
Hope you get the chance to meet Donna and show her some of that Texas charm. She’ll share her experience in this blog when she gets back. Safe travels Donna!
Submitted by: Colette Boyd
The Power of VisionCRM 2: Vision List Manager
June 13th, 2011 Jake GabelThere are many different marketing sources available for Insurance agencies to use for growth. Marketing lists from various providers can prove to be one of the best marketing sources for the amount of money spent. As a licensed insurance agent, I have worked my fair share of lists and have concluded in there rawest form, lists become somewhat frustrating. When I provided these lists to any team member, other than the most confident producers, they became quite overwhelming. Many people are uncomfortable making cold calls. After a certain amount of wrong numbers dialed agents become hesitant to continue making calls. Wouldn’t it be great if you there was a way to take all of those old lists sitting around on your computer, in filing cabinets and drawers, around the office and organize them?
VisionCRM and the List Manger tool within it are all an agency needs to maximize any lists’ potential. It guides the user through the best practices needed to take a lead from cold to sold; whether it’s an existing or new list. Three easy steps:
1. Upload the list
2. Re-organize the list
3. Convert to the Call List view
Using this process you can easily remove all of the prospects with incorrect contact information, create a final list with only the highest quality prospects and ensure that you or your team member are maximizing the quality of the list and time spent making outgoing calls. VisionCRM’s List Manager also makes it easy to create new high quality call lists or add individual quality prospects to already existing lists. Overall the Vision List Manager is one of many great agency tools that helps produce more sales in less time!!!!
The Power of VisionCRM 1: Marketing Plans
May 18th, 2011 Jake GabelNo matter the line of business; auto, property, life, etc… your agency is currently focusing on, VisionCRM has multiple customizable marketing plans to maximize both sales and retention in your agency. Whether you need a marketing plan for the ever demanding Internet lead, walk in or the new client, VisionCRM provides your agency with one tool that will apply best practices to all.
Remember VisionCRM is focused on the Insurance Industries needs and is equipped with marketing plan technology. As a licensed insurance agent, I have found that one of the most important times to make contact with clients as well as prospects is right before their policy renewal. With VisionCRM’s Xdate marketing plan technology make more sales and help ensure you touch base with your clients before another agency does. I know agents that have far surpassed their VisionCRM subscription cost by just using the Xdate feature and you can too.
If you’re not already convinced about the power of VisionCRM and the marketing plan technology, within it another benefit I have seen is the help it provides getting new hires producing. Good team members come and unfortunately go. VisionCRM provides your agencies new hires with the direction and prospects they will need to start off strong and continue to produce. So VisionCRM and its marketing plan technology will help your agency make more sales, retain your current book of business and reduce the cost and time it takes to get your new team members producing. Now that’s the Power of Vision.
Next time we will look into how VisionCRM can help you agency with the multiple files and excel documents laying around your offices.
Agencies Reach Full Potential with Imprezzio’s VisionCRM
May 5th, 2011 Jake GabelImprezzio has focused on the needs of the insurance industry by providing agency owners with the best software to grow and retain their books of business, in the business. Imprezzio’s software is currently on 80,000+ terminals throughout the insurance world and that number continues to increase. Whether your focus is on Property, Casualty, Life, Health, Business or any other line of insurance we have the solution you need to take your Agency to the next level.
VisionCRM is the first and most substantial piece Imprezzio has created to help your agency reach its full potential. This incredibly powerful CRM has been designed around the Insurance Agency with the help of Agents just like you. Vision helps all of your team members stay on the same page by ensuring that there is one tool that they can all use and count on. Whether you are using VisionCRM’s Task Management center to ensure your team is maximizing their time or one of the multiple and customizable marketing plans to make the sale and retain your clients you will feel the power of Vision. Imagine if you could have one platform and one marketing campaign that would keep you in contact with your new clients for the next 10 years, now you can! VISIONCRM is your solution!!!
Next time on VisionCRM Blog we will dig deeper into the power of VisionCRM.
Why Vision CRM is the Right Choice for your Business
April 11th, 2011 Caitlin RobirdsCustomer relationship management (CRM) is a widely-implemented strategy for managing a company’s interactions with customers, clients and sales prospects. Vision CRM involves using technology to organize, automate, and synchronize business processes—principally sales activities, but also those for marketing, customer service and technical support. The overall goals are to find, attract, and win new clients, nurture and retain those the company already has, entice former clients back, and reduce the costs of marketing and client service. Vision CRM is fully customizable, therefore Imprezzio can tailor the software to meet and exceed the needs of each individual business or client.
The use of Vision CRM will confer several advantages to your company:
- Quality and efficiency
- Decrease in overall costs
- Decision support
- Enterprise agility
- Customer Attention
Vision CRM also enables the enterprise to identify and target potential clients and generate leads for the sales team. A key marketing capability is tracking and measuring multichannel campaigns, including email, search, social media, telephone and direct mail. Metrics monitored include clicks, responses, leads, deals, and revenue. Recognizing that service is an important factor in attracting and retaining customers, organizations are increasingly turning to technology to help them improve their clients’ experience while aiming to increase efficiency and minimize costs. Even so, a 2009 study revealed that only 39% of corporate executives believe their employees have the right tools and authority to solve client problems.
Vision CRM…Seeing your Business into the Future
March 29th, 2011 Caitlin RobirdsStudies show that successful enterprises know precisely what value they are delivering, and to whom. Successful Computer Relationship Management (CRM) demands clarity and allows you to always stay at least one step ahead of the competition. Vision CRM, an Imprezzio product, computerizes the lead to sale execution process by including all of the tools you need to gain new business prospects and strengthen existing relationships-further allowing you to see your business into the future.
Vision CRM can help you to:
- Generate repeat business with a complete view of each client
- Automate the lead process and improve business development
- Tie your offices together into streamlined sales and customer service teams
- Enhance your sales, marketing, productivity and customer relations
- Cross-selling and customer retention through referral programs a
…So look into the future and stay one step ahead with VisionCRM
For more information visit our website at http://www.imprezzio.com/
The Beauty in Simplicity
August 24th, 2010 Caitlin RobirdsDesign Fundamentals
One of the fundamental design principles we used in making VisionCRM was to keep things simple. We chose to deliver a few features that work really well and more importantly, that our customers will actually use. Careful consideration went into designing the simplicity of the screens and feature set. As Einstein put it “Make everything as simple as possible, but not simpler.”
We’ve avoided bloated features that require maintenance and configuration work by our users. Delivering a bunch of complex stuff that people won’t use does little to enhance their opportunity for new engagements with customers. As sales guru Jeffery Gitomer says, “Salesman aren’t feeding their CRM systems”
Why it Works
Many years of research have proven that the systems and tools for personal productivity that have the greatest value are relatively simple. Too many lines and boxes on organizing forms, for instance, are not only unnecessary — they create more pressure than they relieve. If you have to think too much every time you engage with a tool, then it isn’t serving you well.
One aspect that a successful, growing business needs to improve on is in closing key time gaps. In thinking about this, one consideration is how can a business do this simply so that it can grow faster? If you can achieve all of your goals with a spiral ring notebook, then you should use a spiral ring notebook! Why is CRM better? Our simple simple design offers you the quick responsiveness of the spiral ring notebook with the essential lead, prospect and tasks management tools to help your business grow.