The CRM Built by Agents for Agents
At Innovative CRM Solutions, we understand the challenges facing the insurance industry and leverage our skills to develop industry-leading technology solutions that meet your needs
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The Innovative CRM Solutions Difference:
Improve your sales and retention
Customized Post-Sale Journey
We believe that one size does not fit all. Whether you are an independent agent or a large agency, our team develops customized solutions tailored to your business operations, needs and goals.
Enhanced Customer Experience
Increase your retention through automated messaging and a streamlined post-sale journey. Our team develops automated SMS and email communications allowing you to build strong relationships with your beneficiaries.
Scalability & Integration
As your agency grows, our CRM solutions grow with you. Our system is scalable allowing you to grow without interruption or disruption. Our team is standing by to meet your changing business needs
We provide customized solutions tailored to your business needs
Our team will conduct a comprehensive assessment of your business needs, goals and processes to develop a customized CRM and technology solutions that will position your team for success!
Elevate your agency operations with our next generation CRM Solutions
Our Services
Database Solutions
Our CRM allows you to securely track beneficiary information, sales progress, and agent performance. Our system allows you to store documents and other key information to streamline your sales cycle.
Own your Sales Funnels
Effectively manage and own your sales process with tailored sales funnels for Medicare Advantage, Supplement, PDP, and Final Expense sales processes.
Automated SMS & Email
Automated SMS and email communications keep your beneficiaries informed with key information and strengthen your relationship during the post-sale journey.
Analytics
Access key metrics in analytics dashboards and reports to track sales performance, agent performance and manage your media CPA and total CPA
Lead Integration
Seamlessly integrate inbound leads into your CRM using customized APIs.
Website Development
Our team of designers offers website development, design, copy writing and Search Engine Optimization (SEO) to drive organic search traffic to your agency.
HIPAA Compliant
Your agency can rest assured that your information is safe. Our CRM is secured with HIPAA-compliant encryption.
Business Associate Agreements (BAAs) are sent automatically to all clients.
Social Media Integration
Enhance your functionality and harness full agency views by integrating your social media and other communications platforms in one seamless system.
Task Management
Assign, track and manage tasks including call backs, post-sale journey and AEP/OPE follow-ups with beneficiaries in one system.
Read Our Blog
How to Prepare for a CRM Implementation
Implementing a customized CRM and technology platform can revolutionize your business and sales processes but it can be a daunting task. An effective CRM implementation requires careful planning and execution to ensure a smooth transition whether you're starting new or migrating data from an existing system. In this post, we'll review critical aspects of a successful CRM implementation.
Important Considerations when Integrating Your Telephone Services with a CRM
Integrating your telephone system into your Customer Relationship Management (CRM) system can significantly enhance your ability to manage client interactions and streamline your communication and administrative processes. By merging your telephone system, you can...
Integrated Telephone Solutions: Integrated Twilio vs. LC - Phone
We are excited to share a new integrated telephone system called LC - Phone. This services is integrated directly into the CRM platform and eliminates the need for users to set-up a separate telephone system with a third-party provider.
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Innovative CRM Solutions proudly serves agencies and independent agents, providing technology solutions that drive your sales.
Our solutions are not only used by agents - they were built by agents.
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