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- Use Cases
Transform your marketing, sales, and services teams with HubSpot as your ultimate System of Engagement.
Below are listed our out-of-the-box use cases commonly used by insurance agencies and brokers.
Marketing
Cross-sell and Upsell Automated Campaigns
Harness the power of all your communication channels, from email and social media to messaging, to maximize the potential for cross-sell and upsell opportunities.
Policy Renewal Automated Campaigns
Pre-designed email templates with personalized content to contact policyholders 90, 60, and 15 days before policy renewal.
Automated Lead Distribution
Automate lead scoring and distribution by assigning leads to sales in a round-robin order or by factors like policy type, deal value, territory, intended use case, or a combination determined by a sophisticated lead scoring system.
Predictive Lead Scoring
HubSpot uses predictive machine learning algorithms to analyze your customers and determine the likelihood that your open contacts will become customers within 90 days.
Sales
Keep track of potential customers, manage your sales pipeline, and automate your sales processes and reporting.
Automated Sales Processes
Streamline your sales operations by implementing automated processes that reduce administrative tasks for your sales team, allowing them to prioritize new business opportunities and renewals.
Sales Proposals
Create agency-branded sales quotes associated with contacts, companies, and deals in HubSpot CRM. The tool automatically populates quote details from CRM data, such as contact and product information, e-signatures, and payment links.
Sales Playbooks
Playbooks are interactive cards displayed in HubSpot’s sales software. When speaking with prospects and customers, your agents and producers can access these for guidance and create structured notes available across the HubSpot customer platform.
Email Sequences
Develop email sequences for sales to enhance the effectiveness and efficiency of communication with prospective customers.
Service
Case Management for Policy Renewal
Automate your policy renewal process tasks by creating tasks for customer service representatives and agents
New Customer Onboarding
Delight new policyholders with a sequence of captivating welcome emails, expressing gratitude for their business and keeping them engaged with personalized updates.
Customer Feedback Surveys
Gather valuable feedback by seamlessly delivering customer satisfaction surveys via email, chat, or prominently showcasing them on your website.
HubSpot for Agents and Brokers
Use Cases
Schedule a time to learn more about our out-of-the-box use cases available for HubSpot.
FAQ'S
Use Cases
What use cases are included with your HubSpot for Agents and Brokers offering?
All our use cases are available as an add-on to our base HubSpot for Agents and Brokers solution.
What if I don't see the use case I have in mind on your list?
We will develop custom use cases for HubSpot as a fixed-price project.
How are use cases priced?
The base price for each use case includes its out-of-the-box functionality, set-up, and testing.