Our Mission & Vision
At Innovative CRM Solutions, our mission is to empower insurance agencies through INNOVATIVE technology solutions that enable them to streamline operations for sustainable growth. We are dedicated to providing tailored solutions and consulting services that align with our client's unique needs. The insurance industry is rapidly evolving and we pride ourselves on helping clients navigate this changing landscape while positioning themselves for growth. Our industry leading team strives to be a trusted partner as you unlock your digital transformation.
Our vision is to serve as a national, leading provider of CRM solutions for insurance agents and agencies, revolutionizing the way you conduct business and engage with beneficiaries.
Our Values
Our values drive all of our team's interactions with clients, partners and team members. These values are the pillars that define our company culture and drive us towards innovative excellence.
Client-Centric
We value our client's unique perspectives and prioritize open communication and listening to fully assess your needs and vision
Innovative
We are committed to innovation and continuously explore new opportunities and encourage out-of-the box thinking
Integrity
We uphold the highest ethical standards and are committed to a foundation built on trust and integrity in all of our operations
Expertise
We take pride in our team's deep industry knowledge and experience. Our highly skilled professionals is committed to ongoing education and industry best practices
Collaborative
We value partnerships with our clients and believe that collaborative engagement is key to developing industry leading solutions for your business
Results Oriented
Our team is driven by results. We set clear goals, deadlines and metrics and work tirelessly to achieve them
Dynamic
The insurance industry is rapidly evolving - we are committed to being at the forefront of these changes in a proactive approach
Transparent
We believe in conducting business with openness, honesty and integrity to foster relationships between clients and partners
27%
Increase in customer retention by using a CRM
Forbes 12/28/2022
92%
of Businesses Say that a CRM played an important role in meeting revenue goals
WebFX
34%
of Businesses Say that a CRM played an important role in meeting revenue goals
WebinarCare
Built by Agents for Agents
We believe it is important to know the industry. Our CRM and technology solutions are not only used by agents - they were built by agents.
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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.
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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