How can I organize my daily work as an insurance agent?

The world of insurance has three essential components that define its quality, the first, is your dedication to service, the second, the quality of the products you offer and third but not least, the way you You organize the information that includes your planning based on your strategy. The best way to organize your information is through a CRM, which are the three initials of the English terms that define this platform, C: customer, R: Relationship, M: management. So we could say that it is a customer relationship management platform. apizeal.com is the CRM currently used by the vast majority of Las Madrinas de Los Seguros agents. Here are the most important concepts:

CRM: organize your members and the activities related to each of them.

MARKETING: organize scheduled advertising campaigns based on emails and texts, individually or by group of clients and/or prospects.

COMMISSIONS: automate the process by reducing manual work on both the agent and agency side. You will be able to know member by member which were paid and which were not, through reports and information on screens. And carry out the appropriate actions in each case in the shortest time possible, saving you and your assistants time, which is money.

ASSISTANTS (Staff in Apizeal): create the necessary processes to organize your assistants and continuously monitor their activities and contacts with your clients/prospects.

SERVICE AT THE HEIGHT OF THE COMPETITION: you will use a platform developed with the experience of agents who have the same responsibility as you and process the same type of applications.

Dedicate more time to sell and earn more because you will spend less time

in administrative work. Click to watch a Concept Video

What are the Apizeal Account options and their costs?

Option 1. As an agent at the Las Madrinas agency - $20/month

- You can manage only your business book and your commissions.

- You do not have the ability to invite additional users to help you in the administration (manager, staff, other agents, etc.)

Option 2. As an independent agent or agency - $25/month Admin Fee + $20/month for each user

- If you work as an independent or with assistants, partners, and even other agents that are part of your agency, then this is the option for you.

- You can work in collaboration with Las Madrinas to receive your commissions and those of your team.

- You have the ability to manage your own structure and invite additional users (manager, staff, other agents, etc.).

What are the options of Digital Marketing Tools?

MarketingBundle

- $12/month (optional and includes landing page, quote forms, contact, lead capture, referral program and mail labels).

EmailMarketing:

- $0.03 for each email sent in marketing campaigns from Apizeal.

Text Messaging Marketing:

- $5/month Toll Free number for mass messaging.

- SMS Marketing: $0.03 for each text message sent in marketing campaigns from Apizeal.

- MMS Marketing: $0.06 for each multimedia text message (photos and gif + Text) sent in marketing campaigns from Apizeal.

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