I REALLY WISH IT WAS MORE SIMPLE THAN MOST MAKE IT OUT TO BE. NECHO IS SO OUTDATED AND ECRM IS A PLATFORM YOU CAN SPEND ALL YOUR DAY TYPING AWAY INSTEAD OF CONNECTING WITH PROSPECTS. I SPEND PROBABLY AROUND 80% OF MY DAY ON ECRM 20% ON THE PHONE. SHOULD BE THE OTHER WAY AROUND. NEXT THERE WILL BE A SECTION WHERE WE CAN CHECK OFF THE PROSPECTS FAVORITE COLOR.
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Plug and play admin and marketing sales and policy systems with third parties were never a good direction.
Not even sure what my Agent does anymore. Nothing for me. Pricing strategy stinks. No help for anything now ya a low pay person to
Do everything calling it customer service.
He’s a guy with a logo and name on an office supposedly marketing SF cause he’s such a great guy and In the community. Makes zero sense.
Need more than that
Systems and sales structure stink
And how about tools like Planning Conversation or Simple Conversation? Which by the way are neither simple nor conversational. Because somebody sitting in a tower decided that “you know what customers want? They want to spend a minimum of an hour being pumped for personal information so that we can sell them more stuff!”
Whereas as an agent or team member who has been talking to customers all day for decades knows that customers want their transactions handled, their claims paid, and have the opportunity to talk to us about what they, the customer might actually need or want.
And now they’re foisting “Policy Center” on us. It is certainly NOT a sales tool. Customers who want a quote really just want to compare costs....then when the find their best value they are more than willing to fill in details. With this tool, an agent has to fully complete Underwriting’s job just to quote the price. While State Farm likely sees it as a way to combine Agency and Underwriting as one cost......customers looking for a quote see it as very very intrusive.
I'm in claims but they replaced companywide customer search with ECRM for us too. ECRM is garbage. Farm ringleaders believe change equals growth. Or they're just playing games with all of us. I think it's both.
Yep, what agents needed was a very simple platform to track client info, what we got was this oversized POS to waste two years of our time on, after making the transition to ABS. Want to know why we are now #2 in the industry ( ok not yet but very soon ) it is because Instead of giving us a great product portfolio at competitive rates we get this kind of BS from the clueless I’m Bloomington. Now we get panic mode which is just cut the hell out of rates to try to keep policyholders, losses will spiral and here we go again. Cutting rates drastically k–ls the agents ability to cover overhead - read pay team members, so we lay-off team to match expenses to income because that’s by far our largest expense. Please offer us a buyout so we can get the F off this ride.
They have to justify their existence.