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Excel vs CRM: A One-Sided Battle

The nature of the insurance business is that insurance agents are largely self-employed and have to handle their lead generation, appointment scheduling, product proposing, client management, policy review and claims processing all on their own. If you ask any insurance agent, Excel seems to be their go to customer relationship management platform. The truth is although Excel may come in handy, but it is far from the best use for customer management as it falls short on actual customer interaction.


Excel was designed so that you can easily key in customer or contact data, but that's about as far as it goes. Who are your customers? What do you know about their profile? How big of an asset are they to you? These are information that would actually allow you to better respond to the needs of your customers and achieve better results.


You might have heard the expression "what got you here, won't get you there." At first, Excel seems to get the job done. It may even help you save some money. However, that same money or more could be lost just as quickly through inefficiency and wasted time especially for insurance agents who already have so much to manage on their plate.



According to Forrester Research, the Age of the Customer started in 2010, which means that all business strategies and operations should be carefully aligned to contribute to customer satisfaction. Therefore, as your insurance business grows and customer relationships evolve, an Excel sheet soon becomes insufficient. For example, Excel won't tell you anything about the upsell opportunities for a certain customer, or when you should give him a follow-up call. In the age of customer relationships, this means you're missing out on tremendous opportunities.


Let us take a quick look at a list of potential downsides of Excel and how a CRM system can help overcome that.



There’s no doubt about it that a good CRM system is a must-have for any growing business.

There comes a time when managing your customer database through hundreds of spreadsheets, The right CRM system can help you stay competitive by allowing you to keep track of your interactions with all your customers, stay in control of your sales efforts, maintain strong relationships with existing customers and sell more products.


Insuree provides a CRM for insurance agents to help manage your leads more efficiently and track sales swiftly and cost-effectively. At any given time and place, to have the right data at your disposal to take well-considered strategic decisions. And yes, your Excel files can easily be imported.


The question is, do you really want to keep doing something because that's what you've always done in the past? Change is never easy, but remains the key to growth, success and progress. Let our CRM system automates your administrative tasks, so that you can save precious time which can then be used for important and profitable tasks.


#excelvscrm #digitaltransformation #customersatisfaction