Client Relationship Management Tools

Trust isn't complicated. But most people get it wrong. Let me explain. I analyzed 500+ sales conversations and found something shocking: The highest-performing reps weren't using fancy trust-building techniques. They were using these 3 simple triggers that nobody talks about: 1. Real-time validation 🚫 Not customer logos 🚫 Not case studies 🚫 Not testimonials But showing prospects LIVE: → Who's viewing their content right now → Questions others are asking → Active engagement metrics Result? 73% higher meeting show rates. 2. Reverse referrals Instead of asking for referrals, document exactly: → How others found you → Their specific journey → Their exact results I tested this with 50 prospects: ✅ 41% response rate ✅ 28% meeting rate ✅ 19% close rate 3. Ambient reassurance Small, consistent actions that build trust: → Weekly performance updates → Public progress tracking → Regular capability proof My team's results: ✅ Trust scores up 47% ✅ Sales cycle shortened by 31% ✅ Close rates increased 22% Here's what nobody tells you: Trust isn't built through big gestures. It's built through small, consistent actions that prove you're reliable. I implemented these triggers last quarter: → Pipeline increased 52% → Close rate jumped 31% → Average deal size up 27% I’ve broken down this full framework above so you can study it, save it, and start applying it immediately. Remember: While others focus on complex trust-building strategies, these simple triggers consistently outperform. Ready to transform your trust-building approach? Let's connect. #SalesStrategy #TrustBuilding #B2BSales #GrowthHacking #RevenueLeadership

The Secret to Outstanding Insurance Claims Satisfaction: Insights from Industry Leaders: Customer satisfaction in the insurance claims process isn’t just about resolving claims—it’s about creating an experience that leaves policyholders feeling valued and supported. 1. Service-Oriented Hiring: hiring individuals with a strong service mindset, believing technical skills can be trained. 2.Empathy and Communication: The company invests in understanding customer emotions during the claims journey, using surveys and data to address friction points and enhance the process. 3.Technology Integration: Features like mobile app updates and online accounts ensure policyholders have access to real-time claims information. 4.New Age Technology: AI-driven tools to analyze claims data, providing predictive insights and streamlining decision-making. Real-time notifications keep policyholders informed throughout the claim process, enhancing transparency and reducing anxiety. 5.Multi-Stakeholder Connectivity: A unified tech platform connects all stakeholders—policyholders, agents, brokers, and Garages—ensuring seamless communication and collaboration. 6. 24/7 Claims Support: Around-the-clock availability ensures customers feel supported during stressful times. All Industry leaders aligned on importance of technology in enhancing human interaction uses tech to automate manual processes, increasing capacity for meaningful customer engagement. Unified platforms and AI further bridge gaps, ensuring both efficiency and empathy in claims handling. Key Takeaway: The secret to claims satisfaction lies in a balanced approach—investing in people, leveraging advanced technologies like AI and real-time notifications, and prioritizing transparency and empathy. Multi-stakeholder platforms unify the claims process, improving communication and trust. These strategies not only enhance the claims experience but also foster long-term trust and policyholder retention. How does your organization prioritize customer satisfaction in claims handling? Share your thoughts below! VehicleCare Buidling India's only AI enabled Integrated claims tech platform to enhance the customer satisfaction in Indian Insurance Sector. #Insurance #CustomerExperience #ClaimsSatisfaction #Innovation #AI #Technology

I have built insurance call centres for 15+ yrs. Then why at @BeshakIN we didn't build a call centre. Short answer: I realized that call centres are not customer centric 👇🏻 First, what is a Call Centre? A call centre is an assembly line of "callers" employed and trained to answer customer calls in a centre. There is a fixed process, fixed scripts after 2 weeks of training, There is a big divide in what a customer wants, and what a call centre delivers when it comes to a product like health insurance. Health Insurance = Complex x Intangible x Expensive For, such complex products, customers want to consult experts. At call centres, they speak to freshers with 2 weeks of training. No qualifications, no experience. Customers want to buy long term products from long term people Call centre people are short term - they are not career professionals. Usually, a call centre job is either a desperate move or a stop gap. Customers want to buy from someone who can handhold them through the critical purchase process. Call centres agents tend to be more focused on policy issuance, than on buying right for claims. Customers want to buy from someone who will be accountable for claims - will be there, will fight for the customer and more. Call centre agents who sell - do not support claims. Of course, there is a toll-free number - but we know how frustrating those can be - don't we? We noticed this gap. Instead of being another call centre, we decided to plug it. We worked hard to building a community of experienced insurance professionals. These experts solve each of the needs of today's diligent customer: 1. Real expertise (5+ years) 2. Relevant qualification (CA/CFP, CFA etc.) 2. Career professionals (Full time - long term) 3. Claims first approach.

When I founded Lion Insurance Brokers Pvt Ltd in 2020, I made a crucial decision: We would never sell insurance. Instead, we would become interpreters. Let me explain. The insurance industry speaks its own complex language of exclusions, endorsements, and obscure policy provisions. Business owners speak another language entirely - one of practical risks, operational challenges, and growth aspirations. Our role isn't to push products. It's to translate between these worlds. Here's how this plays out in practice: Imagine a client who needs coverage for their specialized equipment. Most brokers would simply find a policy with the right limits and call it a day. But when you take the interpreter approach, you first learn how that equipment fits into their production chain, what downtime costs them hourly, and what regulatory risks they face. Only then can you translate their business reality into appropriate coverage. When clients understand protection this way, the shift in perspective is everything. They move from "buying policies" to "managing risk." This fundamentally changes the conversation. If that client later faces a potential major liability situation, they're not scrambling to decipher their policy during a crisis. They already know exactly how their protection works in their specific context. True protection comes when: ✓ Your broker understands your business DNA ✓ Coverage addresses YOUR specific vulnerabilities ✓ Solutions evolve as your business grows The traditional approach puts products first. Our approach puts understanding first. Want to test if your broker is truly serving as an interpreter? Ask them to explain your most complex coverage in terms specific to your business operations - no insurance jargon allowed. Their answer will tell you everything. What's been your experience? Have you found a true interpreter, or are you still getting lost in translation? #business #growth #insurance #money #investment #finance #decisionmaking

Before jumping into buying insurance, it’s crucial to understand why you need it and what you’re hoping to achieve. This brings us to an essential topic for salespeople, whether you’re an insurance agent or a relationship manager at a financial institution: focus on the basics of the sales process by understanding and uncovering the client's needs. To truly help clients, you must discuss and find out: - The Purpose: Why does the client need insurance? - The Details: What specific coverage are they looking for? How much coverage do they need? For how long will they need it? Without answering these questions, any discussion about specific products, whether it’s a pure protection policy or an investment-focused ULIP, is pointless. The real value comes from engaging in conversations that uncover the client's needs. This means actively listening and understanding their unique situations. Only then can you offer a solution that genuinely fits their requirements. So, let’s set our expectations right. The goal is to understand the client's needs first and foremost. Everything else should follow from there. When we prioritize these discussions, we ensure that clients get the most suitable and beneficial insurance products for their individual needs. #Insurance #InsuranceAgent #MetlifeGulf

I would do this if I wanted to build my social media presence as a CRE broker If you’re in commercial real estate and want to stay top of mind, generate inbound interest, and build trust — here’s the playbook I’d follow: Foundation First • Optimize your LinkedIn profile (photo, banner, headline, about section) • Make your value proposition crystal clear (who you help, what you do, where) • Block 30–60 mins per week to create content • Follow + connect with top investors, developers, brokers, and lenders in your market Post With Purpose (3–4x per week) • Market trends and data points (rent growth, cap rates, development pipeline) • Behind-the-scenes brokerage life (site visits, tour recaps, pitch prep) • Deal breakdowns (yours or market comps) • Investor FAQs and short “how I think about this” insights • Lessons from recent client conversations or real-time feedback from the market Stay Engaged and Visible • Comment on 5–10 posts per day from relevant connections • Tag clients/colleagues when sharing insights • Share photos/videos from the field to add authenticity • Turn a good post into 2–3 quick variants (image, text, stat, short video) • Answer every comment on your posts to build trust Stay Consistent • Pick 1–2 recurring post themes (e.g., “Market Monday” or “Site Tour Friday”) • Don’t overthink it — value and consistency build credibility over time • Use LinkedIn as a daily CRM — your presence = your pipeline Your next client is already watching 👀 Stay top of mind by showing up consistently and adding real value. #cre #capitalmarkets

How do we win new clients 🤷🏽 I’ve posted recently about how we’ve had a good start to the year. Whilst positive, I try to always remain balanced. ‘Never let success get to your head and never let failure go to your heart’ (not my quote but I like it) Anyway, to answer the question: 📱 Client posted on LinkedIn. Requesting help - renewal went from £50k to close to £200k for their fleet insurance 💬 I responded 11pm at night and had a text exchange with the MD. Gave him advice that would help THEM, not me. (Don’t get too many brokers involved, don’t just let people ‘quote’ - look to see what value / approach different brokers will add and then decide who you will allow to represent you) 🛌 The time everyone else woke up, I had a follow up call with the MD, learned a lot about the situation and what they needed and explained how we’d go about helping them. He liked our approach and therefore, decided that he’d like us to explore option. ❌ Long story short, there were only 1 insurer willing to offer an alternative price on the fleet. Eye watering still, but it was a better price. 🧰 For their contractors, I was honest with the client and said from the outset that their current insurer was the right insurer for them, given what they do and that their current broker chose well. The reason their price was so high? 💥Too many crashes, ultimately losing the insurer money. 🗣️ Too many open claims from a long time ago, too many over inflated reserves that have gone unchallenged, therefore making a poor claims picture look a lot worse The answer ✅ Work with insurer and client to clean up their claims. Close off old claims, reduce inflated reserves and help to manage those claims more effectively. overtime, we can reduce the frequency and value of claims which will mean that they are a more appealing proposition for an insurer. This is where an engaged broker as opposed to a transactional relationship, will add value. 🧰 for their contractors, my view, from 20+ years of underwriting was that the rates used were too high. After speaking to the insurer, turns out it was on an old version of the insurers product meaning that it was just too expensive. ⬇️ We managed to negotiate a significant reduction in their year end declaration as well as a 5 figure reduction on their base rates meaning they are with the same insurer but less money AND more cover. We amended the structure so that it was more fit for purpose in terms of what the client needed in the event of a claim. Since then: We’ve had x2 face to face meetings, several meetings with insurers and helping them with a variety of other insurances which will help them win decent contracts. So, 3 brokers, all had access to the same quotes from same insurers and we were successful. The real reason businesses use us? - we make their problems, our problems! Another amazing business to work with for years to come. #construction #contractors #financedirector #director #fleet

Why Financial Forecasting Is the Key to Building a Secure Future 🔑📊 When it comes to financial planning, guessing simply isn’t good enough. That’s why I use **sophisticated financial forecasting software** to create comprehensive **Financial Masterplans** for my clients—whether they’re business owners, expats, or individuals looking to take control of their financial future. Here’s why this approach is so powerful: 💡 Clarity and Confidence The software doesn’t just crunch numbers—it creates a clear visual roadmap of your financial future. Together, we look at scenarios like: ✅Can I afford to retire early? ✅What if I sell my business for X? ✅What happens if my income changes or I make a big purchase? This clarity gives my clients the confidence to make informed decisions, knowing they’re on the right track. 💡Uncovering Opportunities Many clients come to me unsure about how much they need to achieve financial independence or maximise tax efficiency. Through forecasting, we identify overlooked opportunities—whether that’s adjusting investments, optimizing tax planning, or leveraging their business assets effectively. 💡Planning for the Unexpected Life is full of uncertainties, and the "what-ifs" can keep people awake at night. Financial forecasting helps model the impact of life events—both expected and unexpected—ensuring there’s a safety net for every possibility. 💡Turning Dreams into a Plan For many of my clients, financial freedom isn’t just a number—it’s a lifestyle goal. By turning their aspirations into tangible milestones with timestamps, the Masterplan becomes more than a document—it’s a **life-changing strategy**. ------------------------- When my clients see their customized Masterplan, they tell me: ✅ They feel in control of their finances for the first time. ✅ They have a renewed focus on their long-term goals. ✅ They gain peace of mind knowing there’s a clear path forward. If you’re ready to go beyond spreadsheets and wishful thinking, let’s create a Financial Masterplan tailored to you. Together, we’ll make your goals achievable, measurable, and actionable. #FinancialPlanning #BusinessOwners #WealthManagement #FinancialFreedom #Masterplan #FutureFocused #PeaceOfMind #TaxEfficiency #Expat #Dubai #UAE #Saudi #Riyadh #Madinah #UK

Financial planning software is a must in the industry these days. That is - if you are focused on planning that is: - accurate and precise (within reason) - adaptable & easy to update - not a massive time suck just to "get the model right" Excel & Spreadsheets won't cut it. 👇 There are so many variables to consider: - Taxes now & in retirement - Inflation - Different implications of different investment accounts - Different structures (corp vs personal) They affect the accuracy to the tune of thousands of dollars (or hundred's of thousands 👀) You COULD build it out yourself - but then you have given yourself a part time job...creating software ;) You then have to ask yourself - is that worth your time? And how well do you trust the accuracy and precision? Additionally - when nerds like us build stuff...it's nerdy. Good financial planning software does two things: 1) It allows an advisor or planner actually drill into the details and have confidence in the plan they are putting together for the client. 2) It also allows them to zoom out for the client and keep it simple. This is where many of the graphics, charts, etc come into play. To communicate with clients in a way that they want to receive the information. Again - you could probably try to design it all on your own - but you are likely to end up with one of a few problems. 1) You don't have enough time to get it to the specifications you want. 2) You end up shortchanging that for a more generic spreadsheet that misses key details (ex. inflation assumptions) 3) Your calculations are wrong Your time could be better spent elsewhere. That doesn't diminish work an advisor might do in very specific nuances of planning. I know advisors that supplement their software with excel/spreadsheets for things like: - charitable contribution breakdown - CPP nuances - single security transactions (ex. Stock options) With that said - the ability to fit that back into a bigger picture seamlessly is much easier with financial plans. I have a reputation for being a deep thinker and pulling things apart for my clients. I love having good software that allows me to tease things apart quickly. For clients - this is a tough issue. How do you know if your advisor has all the elements included? How do you know if they are thinking about planning with accuracy & precision? You won't know what questions directly to ask (If you did - you would be building it yourself). Ask questions to uncover their philosophy behind planning instead. "What software do you use for planning? Why?" "Why not a simple spreadsheet?" "What elements does your software include that made you choose it over others?" Good luck finding the right advisor/planner for you.