Track your leads, manage renewals, increase cross-sell opportunities, and view all your customer history from one place with Blitz’s Insurance CRM Software.
What Are REAL Insurance Agents Saying About Blitz?
Blitz enables us to customize our processes and maximize our time, making us more efficient. You will no longer have to worry about spending more time on selling in business. Once you get the help of one of our customer service reps, it won’t be difficult to achieve and set up. Our account manager, Alex, is exceptional and provides top-notch service, even in a limited time frame.
Manager of the Chapman Agency’s office.
This is critical instead of relying on the human brain, so let us be reminded of it. I love the fact that it sends us follow-up emails and reminders to make phone calls for leads.
Joey Lee.
Agency Owner, Joey Lee Agency.
Blitz has been a lifesaver in our agency. We are able to stay on top of all our leads with the help of efficient scheduling and automated emails. We could never reach out to all of them without the assistance of renewals, requotes, and recontacts.
Beverly Wybersky.
Manager of the Office, Wybersky & Associates.
An Insurance CRM That Works WITH Your Agency
The Blitz insurance CRM software assists insurance agencies in tracking leads, recommendations, and both current and previous clients.
Never allow a contact to be forgotten. Utilize a CRM system to ensure a continuous flow of opportunities through automation.
Utilize automation to connect with contacts during the most opportune moments and ensure that your staff’s schedules remain occupied.
Observe and monitor which source is generating the highest revenue and allocate more investment towards that stream of your business.
Have Access To Contact Information and Documents in ONE Place
Blitz is a cloud-based insurance CRM software that gives you access to documentation and contact history at your fingertips, allowing employees to assist each other by providing current information available about any contact.
Schedule a LIVE Demo!
Let’s have a conversation! When considering the addition of a CRM software solution, it is crucial to understand your agency and its requirements. We firmly believe in this.
Rapid Data on Executing a Customer Relationship Management System in Your Organization.
Increase in The Number Of Insurance Policies Written
Increase In Production From Agents
Increase In The Amount of Quotes Annually
Close More Deals To Help GROW Your Insurance Agency
Blitz helps insurance agents, like you, automate their daily tasks, such as sending emails, scheduling reminder calls, and even asking for referrals, thereby ensuring that agents’ schedules remain full. Additionally, by utilizing insurance intelligent automation, Blitz provides agency owners with an opportunity to effectively coach and mentor their team. Do your agents have a tendency to overlook following up with contacts?
CRM Features for Insurance Agencies
We assist you in configuring your Insurance Customer Relationship Management system according to your agency’s specific requirements.
G.
Whether you’re large or tiny, Blitz assists you in organizing all of your contacts with a user-friendly interface.
W.
Create and store email templates, transmit emails, and other methods of communication.
Effectively monitor and identify the origin of your leads to assist agency proprietors in determining the source of their returns.
Workflow Automation is designed to automate manual tasks in order to contact individuals at the appropriate moment.
Easily readable reporting that incorporates filtering to handle diverse campaigns for your agency.
You can use Blitz from any place you need. Our Insurance Customer Relationship Management (CRM) is stored on the cloud. Just log in from any location!
Enabling and disabling integrations is as simple as flipping a switch. We manage the front end of your sales pipeline.