7 Common Pitfalls to Avoid When Selecting an Insurance CRM
Thinking about adopting a CRM for your insurance business? Not all systems are created equal — and the wrong choice can cost time, money, and customer satisfaction. Avoid common traps like picking generic tools that don’t fit insurance workflows, underestimating data migration challenges, overlooking compliance and data ownership issues, or ignoring user adoption and training needs. A smarter CRM choice means better lead tracking, smoother renewals, stronger analytics, and more productive agents. Must-read insights before you commit to a platform!