CRM 2 | Shoptalk Series, Episode #49

In this episode of The Power Producers Podcast, David Carothers and co-host Kyle Houck are joined by David Lefevre, Owner of SalesPWR. They continue to discuss the basics of CRM and how to bring a CRM to your insurance agency.

Episode Highlights:

• David Lefevre shares the first thing to do when bringing a CRM to your insurance agency. (1:42)
• David Lefevre explains why it’s significant to have companies and contacts if you’re doing commercial lines. (2:29)
• David Carothers shares why his VA has been helpful in his agency. (5:19)
• David Lefevre shares one of the things they did when they put the companies in. (6:53)
• David Carothers mentions what he didn’t realize about HubSpot. (8:49)
• David Lefevre shares why a lot of people misunderstood marketing automation and CRM. (10:42)
• David Lefevre gives the steps in bringing a CRM to your company. (17:27)
• David Carothers shares why people must determine what lines of coverage they’re going to represent everybody. (22:46)

Tweetable Quotes:

• “The first thing is knowing what your business is doing and whether you need to sell commercial lines with companies and contacts, or whether you can get away with personal lines and just work with a CRM that doesn’t do companies.” – David Lefevre
• “This is a great computer that you can do a lot with. Obviously you want it to work with the CRM and be able to maintain all the information you need about your prospects, leads, and clients.” – David Lefevre
• “Always lead by example because agents see owners or lead producers who are running a team. If you’re not doing what you’re asking your people to do, it’s really discouraging. They may go in and look at a company or a contact and they’re gonna see that you’re not doing what you are asking them to do.” – David Lefevre

Resources Mentioned:

• David Lefevre LinkedIn
• SalesPWR
• David Carothers LinkedIn
• Kyle Houck LinkedIn
• Florida Risk Partners
• The Extra 2 Minutes