If there’s one thing that’s missing from the online life insurance sales marketplace, it’s a dynamic CRM just for life insurance agents. I present to you, the first public look of the Data Raptor.
Pinney is putting the finishing touches on this CRM that will be exclusive to Pinney agents in the beginning, but will release it for other independent agents in the future. I’ve been providing input and seeing progress on this new life insurance CRM and it’s going to blow you away. I can’t wait to be on it. Something like this is way overdue.
It’s a CRM on steroids just for our line of work. It has the features of a typical CRM, plus:
Field Underwriting and Sales Help
Data transfer directly from CRM to application
Automated e-mails based on lead status
Nurture campaigns for leads and clients (e-mail or snail mail) – this thing will sell and cross-sell for you! You can add your own campaigns as well.
Integrated dialer (optional $$) – A dialer WITHIN the CRM. Not a third party vendor.
Integrated texting (optional $$)
Click to call (optional $$) – click a phone number to dial.
Email clients directly from CRM
Case Status directly into CRM
Detailed Sales Reports – How big your pipeline is, how much placed this week/month/year, what lead source is generating the most sales etc.
I know I’m missing some features here.
It took an IMO that “gets” the online life insurance marketplace to invest in such a tool and listen to what their agents needed most. This is why all the online life insurance heavy hitters are with Pinney. Make sure you’re signed up for our e-mail newsletter for details regarding it’s launch.
Glad to see that you are so excited and somehow got an advanced copy of this video (I wonder how that happened, Nic)…As you point out we have been working extremely hard on this project for nearly a year with the goal of making not just the best CRM in our industry, but the best sales system available to insurance professionals.
One items that seems to have been missed in your list above, and one that I think most agents will be interested in is a fully loaded, custom branded website to aid in marketing efforts. The idea was to take all of the pre-built email and print marketing campaigns and have them drive clients and prospects to a website, branded to the individual agent, that would provide things like insurance basics, intermediate, and advanced concept overviews, video content, and quoting/lead generation/lead capture tools.
This would be used in conjunction with client tracking and demographics information to help DataRaptor automatically tag prospects for inclusion in other marketing campaigns and cross-sell initiatives based on what they read and click on in email or website visits. Ultimately this information along with pre-built scoring and segmenting algorithms will “serve up” prospects and clients for new sales opportunities. in essence, DataRaptor will create new leads from your existing client and lead data.
Over the next month or two we will continue to release additional information about DataRaptor and its capabilities. In the meantime, I would like to officially invite you to be one of our Beta Testers once we are ready to start that phase of the development process.
VP, Sales & Marketing