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Growing an insurance agency requires a CRM that will help producers convert more leads, grow their book of business, and retain customers while giving you the tools to measure sales productivity, performance, and growth. Whether your agency has one producer or dozens, integrating HubSpot into your sales processes allows producers, managers, and owners to better manage leads, prospects, and clients. We can customize HubSpot to match your current new business and renewal sales processes or build them from scratch using industry models for both personal and commercial lines of business.
Great account management and customer service make retaining clients easier and more profitable. Organize, prioritize, and optimize your business processes with a custom CRM Service Hub solution designed to improve your customer satisfaction and net promoter scores.
if you are considering HubSpot or already a HubSpot customer, it is important that you find and engage with a certified HubSpot Partner. HubSpot Partners are certified on the different HubSpot Hubs and have the experience to make your HubSpot migration and onboarding a success. HubSpot’s free users model has been discontinued. This means that you are paying for each non-partner user. HubSpot partners have access to partnerlink, which gives our team access to HubSpot your account at no additional cost to you.
SalesPower is a HubSpot Solutions Partner.
Here are just a few reasons to choose HubSpot as the CRM for your agency.
Sales staff needs to sell, not become software experts. HubSpot’s user interface is intuitive and easy to learn. Most people can learn the basics, learn to navigate, and be functional with less than an hour of training.
HubSpot was built for and by marketers, not IT professionals. The result is a platform that is not only easy to use but easy to modify to match the needs of your business.
HubSpot only charges for ‘Marketing Contacts’ as part of their Marketing Hub. These are people who you are actively email marketing to using email blasts or personalized emails used in workflow automation. If you are not email marketing to people using HubSpot, those contacts are included at no additional cost.
Email, SMS Text messages, reminders, tasks, notifications, and data updates are examples of what HubSpot can automate as sales staff engage with and a prospect moves through your sales process.
Turn emails, chats, and more into tickets and take advantage of Service Hub to ensure all requests are addressed in a timely and efficient manner.
If your email doesn’t make it into your recipient’s inbox, then your email marketing solution is not working for you. HubSpot gives your email the best chance of getting into the Inbox.
Unlike your agency management system, HubSpot is an open platform that has integrations for almost every sales and service need. From VOIP services to LinkedIn, HubSpot integrations allow the sales team to connect with other software used as part of the sales and service process. HubSpot even integrates with other CRM’s.
Selling personal insurance requires a fast response to inquiries and a consistent approach to the sale. HubSpot’s marketing and sales pro hubs give you total control over online engagement. Workflows allow you to target the prospect whether you win or lose the immediate deal and automation allows producers to stay in contact with the prospect by email, phone, and/or SMS text messages.
Methods for selling commercial insurance vary by agency. Whether you dial for dollars or focus on building high-quality, long-term relationships, having a custom CRM allows you to keep up with the sales process, regardless of how fast or slow you go.
Having a documented sales process with clearly defined stages and communications statuses will ensure that producers don’t forget or lose track of any prospects. For example, pipeline automation allows you do to things like sending quick updates to prospects while you are focused on getting quotes from carriers.
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Growing a successful insurance agency requires a documented sales process and CRM automation that will help producers convert more leads to clients, grow their book of business, retain clients, and give you the tools to analyze performance and growth. If you are ready to consider a move to a new or different CRM, need someone to coach you along the way, or need a team of experts to support your agency, consider SalesPower.
CRM Services
Implement your first CRM, migrate from one to another, or optimize your CRM to match the needs of your agency. We understand your business and how your CRM should be configured so no balls are dropped and nothing is lost through the cracks.
Sales & Service Automation
No more dropped balls, forgetting a meeting, or following up with a prospect. Design your sales & service processes with automation to ensure adherence to best practices, and performance.
Marketing Automation
Marketing in insurance is always on. Whether you want to focus on email marketing or use tools such as direct mail, marketing automation will give you the power to segment your message to match your audience's needs and timing.
Process Documentation
Documenting your processes requires an unbiased look at what you are doing today and what you want to do tomorrow.
Aircall Phone Integration
Integrate HubSpot with the power of Aircall, one of the best phone systems available for agencies. Click Here to learn more about AirCall.
Website Development
SalesPower are website experts. We can build a custom website on HubSpot for your agency or work with partners like Agency Evolved on your behalf.
Successfully onboarding HubSpot CRM and Sales Hub requires not only expertise in HubSpot but also hands-on experience in managing sales and service across diverse industries, including insurance. We start by analyzing and documenting your current and desired sales processes and your available data sources. We then work to optimize your HubSpot CRM and dashboards while training your team on how to use HubSpot to do their job. We then work with you to design and build out customer service and support processes that your team will embrace and thrive on. Whether you are taking inbound B2C calls, prospecting new B2B clients, or managing renewals, SalesPower and HubSpot can increase the productivity, performance, and results of your agency.
$18,000
$3,000 Per Month
This HubSpot onboarding package is for agencies that want a HubSpot and insurance specialist working with them to document their sales process and configure/optimize HubSpot as needed to improve performance, productivity, and quality of service.
The goal is to have your team productive within 60 to 90 days while using the remaining time to automate, integrate, train, and optimize your business processes, making HubSpot a solution that your team actually uses.
$3,000
$1,000 Per Month
This onboarding package is for agencies who have the confidence to build their custom HubSpot CRM and need a coach or guide to help them get the most from their investment while avoiding missteps along the way.
You will get to work with David LeFevre for one 90-minute kick-off call and 11 1-hour virtual training and Q&A sessions. David has developed custom HubSpot CRM solutions for many insurance agencies and brings that experience to help make your new CRM build-out a success.
$1,500
One-Time Charge
This is the same service as our $3000 onboarding, but is reserved for technology or insurance solopreneurs who want an experienced coach and guide who will help them build their new organization using HubSpot.
$1,000 – $4000
Per Month
SalesPower provides custom support services for our clients that range between $100 and $250 per hour, depending upon the support needed.
HubSpot recently changed their subscription fees to a combination of Hub and per seat pricing. How much you invest in HubSpot depends on the type of services you want to manage with HubSpot and the number of HubSpot users in your agency. SalesPower recommends that agencies new to HubSpot start small and grow with the need. Purchase a marketing starter hub along with one license of sale hub and one license of service hub (Pro or Enterprise) to build your custom CRM solution and then add or upgrade as needed. Use the button below to see HubSpot pricing or schedule a meeting with us and we can help you put together a HubSpot solution to match your needs.
SalesPower launched our HawkSoft to HubSpot sync in early 2024. Today, we can sync any AMS with an API to your HubSpot account.
If you don’t have HubSpot yet, talk to us before you buy it so you can buy the right solution.
HubSpot users can now have their AMS data synced to HubSpot. This sync will ensure that all of your client data is updated and available in HubSpot for you and your team to use for sales, service, and support; including clients, contacts, and policies.
SalesPower, in partnership with Adapt API, has developed an easy-to-use late pay notification platform for insurance agencies.
SalesPower LPN will help you to stay on top of clients who are at risk of being cancelled because they forgot to, or can’t, pay their insurance policy premium before the policy is cancelled. Avoid cancellations and the cost of reinstating, rewriting, or remarketing that comes with it. An Adapt API subscription is required. HubSpot is not required. If you have HubSpot, we offer a ticket creation add-on to help you ensure your late pay notifications are managed by your team.
Aircall’s conversational intelligence analyzes the conversation sentiment, helping you identify calls and take appropriate actions. Aircall is the best phone integration option for agencies of all sizes. Besides conversational AI, integrating Aircall with HubSpot offers many more ways that you can enhance your sales and customer service processes.
SalesPower is part of Killing Commercial, a commercial insurance training community. Although we do not sell insurance, being part of the community allows us to stay up-to-date on the industry.