Client Relationship Management

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23 Apr: The Power of the Collective: Creating a Unified & Seamless Client Experience

We are, no doubt, living in an age of spectacular amounts of access. Never have we had so much access to data, and this has had a real impact on businesses — how they operate, where they operate, shifting employee responsibilities, and growing client expectations. 

Companies now operate in a truly borderless world. Many positions allow for seamless remote work without the need to ever step foot in an office! But this new mode of working presents challenges in making sure all employees have a shared common purpose, have access to the information they need, and are able to do…

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17 Apr: Connecting to the Lonely Client: Bolstering Relationships in Uncertain Times

In the midst of a global pandemic and a rapid shift towards a new normal, nurturing positive client relationships is more important than ever before. Ensuring you remain an essential part of your clients’ path to success — and remain a part of their budget — is all about maintaining positive experiences, especially in uncertain times.

Introhive’s main application is to enable firms to understand, measure, and drive revenue from client relationships — and strengthening those relationships will be key in helping firms to mitigate losses and bounce back quickly when we return to “business as usual.”

So how…

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28 May: Break Through the Five Barriers to Insurance Brokerage Success with Enterprise Relationship Management

The climate within the insurance brokerage business is undergoing a significant transformation. And those who don’t evolve risk being left behind. Experts predict that brokers at the forefront of technology will have the greatest success, and I am inclined to agree.
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Read on to learn more about today’s top five barriers between insurance brokerages and success in this shifting marketplace. And find out how a new wave of innovative technology, enterprise relationship management (ERM), can help your firm break through.

1. Speed of technological change, digital disruption

Machine learning and artificial intelligence, once science fiction, are…

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18 Jan: How to Use CRM to Increase Upselling and Cross-Selling Opportunities

When it comes to growing revenues, the data all points toward cultivating active client relationships:

It’s 68% more expensive to earn $1 from a new customer than from an existing customer (forEntrepreneurs) 70-95% of sales comes from upsold or cross-sold revenue (forEntrepreneurs) The probability of selling to an existing customer is 200-1,400% higher than selling to a new prospect (Groove)

The data speaks for itself, but how can firms identify those cross-selling and upselling opportunities that should be low hanging fruit? Which clients have the greatest potential to expand their serviceable needs and how can sales and business development accelerate…