How to Use CRM Systems to Grow Your Insurance Business

📅 Date: August 30, 2025
⏰ Time: 11:00 am – 12:00 pm
📍 Where: Google Meet (link will be provided after registration)

📲 What You’ll Learn:
✅ Using CRM for better insurance customer relationships, sales, and retention.
✅ Understanding CRM systems: definition, functions, and importance in insurance.
✅ Leveraging CRM for improved client management, sales, and personalized communication.
✅ Key CRM features for insurance agents: lead tracking, reminders, and analytics.
✅ Effective CRM strategies for lead generation, retention, upselling, and automated communication.

👥 Ideal for:
🔹Insurance agents seeking to improve client management and sales.
🔹Insurance professionals aiming to streamline processes and boost efficiency.
🔹Business owners in the insurance industry looking to enhance customer relationships.
🔹Individuals interested in learning about CRM systems and their applications in insurance.
🔹Teams within insurance agencies wanting to improve collaboration and data sharing.

💸 Admission Fees with e-certificate:
🎓 Students – ₱100 💼 Professionals – ₱200

📝 Register now: 🔗 https://roc.ph/event/how-to-use-crm-systems-to-grow-your-insurance-business/

🎥 Missed the session? Get the recording + e-certificate here for:
Students/PWD/Senior Citizens: Php. 150
Professionals/Business Owners: Php. 300
Through this link: https://roc.ph/service/how-to-use-crm-systems-to-grow-your-insurance-business/

💡 Special Offer: 🔗 https://roc.ph/services/webinars/

📍 Stay in the Loop:
👉 Upcoming Webinars: https://roc.ph/events
👉 Recorded Webinars: https://roc.ph/digital-services/webinars/
👉 Webinar Policy: https://roc.ph/policy/webinar/

🔔 Limited slots — reserve your seat now! 🚀

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