Hooked CRM was built with insurance sales in mind. With over 15 years of experience in the industry, we’ve seen the tools we use daily hinder the agent's ability to sell and the admin’s ability to locate issues their team experiences. That’s why we created Hooked CRM.
Made with the desire to provide a tool that empowers your team, Hooked CRM integrates a dialer, CRM, and an AI virtual assistant on one platform. You won’t have to worry about integrating your tools or taking time moving data from one program to another. Essentially, we crafted the program we wanted to use to increase our team’s potential. We’ll go through all the features of Hooked and how it can help your team, from agents to admins.
Interested in Hooked already? Book a demo with us today or fill out our quick form, and we will get back to you as soon as possible.
The Problem with Traditional Insurance Sales Tools
Today, insurance sales cause you to jump between several tools: you use your dialer to make or receive calls, you log all the data in a CRM, convert that into another file for another program to offer advice, and supervisors will eventually turn that into a report. And that’s just for a single call.
The process is too long and prevents insurance agents from doing what they do best: sell insurance policies. We sought to quiet the noise and give your agents an unobstructed view of their sales and goals.
Why Trust Hooked CRM for Insurance Sales
With 15 years of experience in insurance sales, the leaders and developers at Hooked have built a tool specifically for the industry. With our teams, we’ve seen a 3x lead response, 92% first-call resolution, and a dramatic decrease in the time spent filling out forms.
Our workflow and integrated tools were designed with security and compliance standards in mind for all insurance industries. From HIPAA and PII protection to ensuring our infrastructure is encrypted and secure, we care about your clients as much as you do.
Hooked CRM is the All-in-One Platform for Insurance Sales
Hooked CRM isn’t just a customer relationship management platform. It combines the necessity of a VoIP phone system, the usefulness of our suite of AI tools, Tacklebox AI, and the functions of a CRM to streamline your workflow.
Here are all the features you can expect from Hooked CRM:
Calling Features
The basis of Hooked is a stable and functional dialer. We’ve designed our calling workspace to be non-obtrusive and convenient. When you receive a call, a call banner will appear at the top of the Hooked Dashboard. After receiving a call, you’ll be greeted by a plethora of options we chose with the insurance sales industry in mind. Here are a few of the features:
- Pinging: Send a quick message to your manager or administrator to seek advice
- Messaging: Chat with your coworkers or managers in and out of calls
- Merging and Transferring: Allowing your team to join you on a call or send the call to someone more suited for the situation
- Whispering: A feature that is locked behind administrator status, it allows a manager to hop on a call without the client knowing.
CRM Features
Customer Relationship Management (CRM) platforms use call analytics to track valuable customer data. In a typical insurance sales system, you would upload your calls to the CRM or set up an integration between the CRM and dialer to get the insights you’re seeking. However, Hooked is different.
Because Hooked is set up as your dialer and CRM, there is seamless communication between the two. Agents have instant access to their CRM tools while on a call without switching between different programs. They can make changes to the client profile, schedule appointments, and edit their call dispositions all without ending their call.
AI Assist Features
At Hooked CRM, we’ve developed a series of AI tools we call Tacklebox AI. It combines three AI agents built for different tasks, but it works cohesively with your workflow:
- Live AI Assist: Acts as an assistant when an agent is on a call with a client. It provides AI transcription and live suggestions as the call progresses. While you are on a call, it will update your CRM and calendar and summarize the call for you.
- Knowledge AI: Using the documents uploaded by your system administrators and conversations with clients, Knowledge AI can instantly answer any relevant questions you ask it. From insurance quotes to policy requirements, Tacklebox AI gives you the answers you need.
- AI Reports: Need to know what your team’s next steps are? Tacklebox AI’s reporting feature provides instant reports and actionable insights based on the data.
Tacklebox AI only pulls information from your company’s uploaded documents and previous call data so that you can be confident in your responses.
Hooked CRM is Built to Enhance Your Insurance Sales Team
No matter what role you play on your team, Hooked CRM was built to assist you. Here’s how Hooked works in your workflow:
Agents
Insurance agents can get the most out of Hooked by utilizing our AI tools within their workflow. During their calls, Tacklebox AI will update the customer’s information, provide a transcription and summary of the call, and prompt you with potential next steps for that client. Agents can even ask the AI questions about vague topics, such as premium prices for specific insurance providers, and recall any information said throughout the conversation.
Of course, without the AI agents working in the background, Hooked is still incredibly helpful to insurance agents. The ability to control your calls and CRM in one window prevents fatigue and constant switching between windows and tasks.
Supervisors
Supervisors and managers can monitor live calls in their agency and adjust them as needed. Barging, monitoring, and whispering are all features locked behind the supervisor board. At a glance, supervisors can see who is in calls, how long the calls have been, and message agents to see how their calls are progressing.
This keeps you in tune with your team and creates opportunities to pinpoint those who might need additional call center training.
Admins
Hooked admins can easily control the company's compliance standards and manage campaigns through the Hooked interface. Admins are also given access to the AI Reporting tool to pull charts and create accurate reports based on agents' CRM inputs.
This makes Hooked CRM the ultimate workforce engagement management tool. It equips you with an overhead view of your business, giving you control of factors you might not be aware of.
Integrating Hooked CRM to Your Workflow
Hooked CRM integrates seamlessly with your current workflow. In fact, it elevates your current process by automating the process that would’ve taken hours to complete. By using the AI virtual assistants that come embedded in Hooked CRM, simple, time-consuming processes are completed during a conversation. They’ll even organize your schedule, give you detailed summaries of the conversations, and provide you with actionable insights on your next steps.
Outside of the AI features, Hooked’s simplicity is useful. Having to jump from one program to another was one of the major problems we’ve seen with our own insurance agents. They would hesitate to fill out fields in the CRM because the process was becoming too disjointed. With the dialer and CRM on one platform, Hooked makes it easier to track sales, closed leads, and customer information.
If you’re already using another dialer and CRM, we can handle the data migration and onboarding. By booking a demo with us, we will discuss how the change will go with your business and how Hooked can elevate your insurance sales potential.
Conclusion
Hooked CRM was built with insurance sales in mind. Each page was created with care by our developers and designers, and we worked closely with our insurance agents, supervisors, and admins to ensure that all the issues that people experienced were addressed. From CRM features to dialer functionality, each component solves issues we’ve faced through insurance sales.
Our mission is to simplify the sales process for you and your business, allowing you to do what you do best — sell insurance. We want to be a part of your journey, so if you have any questions or want to know more about Hooked CRM, book a demo with us or email us at support@hookedcrm.com, and we will be happy to introduce you to Hooked.
