InsuredMine CRM | Optimize and Grow Your Insurance Agency


Data-Driven Decision Making: Harnessing CRM Analytics

About this webinar


1:00 pm

In Weekly

A core goal of CRM analytics is to enhance better decision-making in your business by leveraging the vast amount of data stemming from customer interactions, transactions, and feedback. Through this approach, businesses can make strategic and well-informed decisions. CRM analytics can empower data-driven decision-making by:

  • Segmenting and targeting customers effectively
  • Utilizing predictive analytics for sales forecasting
  • Developing churn prediction and retention strategies
  • Mapping the customer journey
  • Employing real-time analytics for immediate action
  • Optimizing marketing ROI

During this webinar, Paula M. Keith, senior solution manager, along with a special guest from Rollo Insurance, Jackson Rollo, explores how CRM analytics can help agencies drive successful business outcomes with more productive analytics.


Main Speaker

Paula Keith

Customer Success Specialist

Other Speaker

Jackson Rollo

President at Rollo Insurance

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