Activity Tracking

SalesHero automatically logs and updates CRM records for insurance brokers, which allows them to give better service and assistance to their customers and increases team productivity.

CRM users spend 5.5 hours each week logging activities and updating contacts, which costs companies an average of $13,200 each year per user. Many insurance representatives spend hours logging interactions and records, which takes time away from giving quality service to their current customers and acquiring new ones.

These types of processes are an inefficient use of an insurance broker’s time as well as a waste of company money. SalesHero automatically logs and updates CRM records for insurance brokers, which allows them to give better service and assistance to their customers and increases team productivity. SalesHero ensures that 100% of activities are accurately logged and that no data is lost when an employee leaves the company.