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hi I'm gonna take this time to demonstrate how  Zoho CRM can be used in an insurance business   first I'm gonna log in and what we see when  we first log in is our home screen so this can   be customized this particular one we've got a  list of all of our open tasks these look like   items that are a little bit overdue and each of  them is live meaning if I click on the task it   will take me to the task itself and I can take a  deeper look at it clear it off make sure that I   get it done and watch that list shrink throughout  the day we've also got over here a little chart   detailing all of the stages that our different  insurance deals are in so just like opportunities   in Act we can track different stages of projects  as we work through the sales funnel we've also got   insurance by type over here we've got group policy  and individual policy as you can see my mouse is   live again so again if I click on this item it's  going to open up a separate screen that gives me   a full report on a little bit more details about  each of these individual policies and if I want   to see more information still I can then click on  the name of the policy and get some more detailed   information we're gonna come back to this in a  minute the other thing that I have showing here   is any deals that are closing this month obviously  they do require my immediate attention there may   be some details still to iron out dates coming up  I can attach reminders to those dates as well but   what's most important is I need them on my radar  most look at a list of today's leads leads can be   fed in through website forms facebook leads all  kinds of different advertising campaigns we can   have them feed straight into Zoho and schedule  an activity for a user to follow up with those   new leads so speaking of leads in Zoho we do have  the infrastructure to have leads separate from   other types of contacts which can cause confusion  it's not always necessary but I'll explain why in   a moment we've also got accounts which can also  be referred to as companies so one company may   have several employees working there and we need  to keep track of the company's shipping address   billing address you know industry number of  employees and then each of the employees of that   company will also have their own contact record  so this particular company is king and there's   actually only one contact associated with King  in this database but if I click on the contact   name I'm now looking at that individual contact so  let's just get back to leaves for a moment again   it doesn't have to be done this way some people  do not use the leads module they just bring all   of their records into the contacts area and they  have an identifier such as type of contact which   could be bold lead warm lead hot lead prospect  whatever language you like to use you can you   can track that through the contacts module  if you'd like but what's nice about the leads   module in Zoho is that we can actually track the  conversion of leads so and we can do it by sales   rep we can do it by lead source and we can see  how many days or months or years most leads are   in our system before they ultimately become an  active contact in our database so for example if   I were to get a phone call from this Teresa Sui  Lee and she were to say to me you know what I'm   my insurance is up for renewal I think it's time  that I run this by you guys because we'd like to   get another look and all of a sudden Teresa isn't  just a lead anymore she's a little more important   to me so I'm probably gonna start working with  her on a more regular basis all I need to do is   click on the convert button and Teresa is going to  become a new contact it's also gonna create a new   account with her company name and if I'm ready  I can create a new insurance policy for her I'm   not going to do that yet I'm just gonna click  on convert so it kind of just does it for you   it's created an account it's created a contact  so I can go over to my contact Teresa here and   I can see all of Teresa's details if she had any  attachments or notes or activities emails any of   those items they would also be transferred over  with her so it's just moving her from one area of   the database to the other at this point if she  is looking for a quote on an individual policy   I'd made it easy I can click on create individual  policy and it's actually going to take me over to   the Insurance module it's created a policy for  Teresa it doesn't know everything so we do need   to feel fill in some details it's assuming  that we're at the qualification stage but we   can choose from all kinds of different stages  and these can be customized so I took a little   guess at a few insurance stages if we were in the  application submitted stage our probability goes   up from 10% to 40% 40% of what so this is where  it's helpful to you know I'm assuming it's gonna   be the annualized premium maybe some insurance  people will just put what their commission would   be on the annualized premium so let's say it's  going to be $1,000 so now our expected revenue is   400 because we're at the 40% mark we still need  to tell at what type of coverage and we've got   other things that we can fill into once the deal  is finalized we're going to need to put Apollo   number the receiving institution depending on  whether that applies effective date and renewal   date these are two very important dates because  we're going to be triggering other reminders based   on that information so and I actually brought up  some screens here let's just have a look here's   one email that can go out automatically this  would go out to the account manager letting them   know your clients policies is gonna be renewing  soon like let's make sure we follow up with them   find out if they've got any new details and make  sure that they do renew their policy with us and   then there's another type of email that can go out  if you want again triggered by that renewal date   field that can go out a week before a month before  three months before just letting you know like hey   Simon your renewal is coming up here's you know  maybe we need some more details let's just make   sure we are still in the loop and then actually  that was on a completely different contact I   brought that up in the screen before so we can  see here that this particular insurance policy   started in the qualification stage we're now in  the application submitted stage we did skip a   couple that's fine if we want to know exactly how  things played out we can look at the timeline over   here it lets us know when it was created and when  we updated the stage and probability we added the   amount so it does give us all of the information  on any changes in the record we can also see over   here the stage history application submitted on  this day and the qualification was started at   this time we've got the option to add competitors  like who else are they looking at who else they   talking to and there will be activities associated  with this particular account it might be a phone   call it might be a reminder to send them to send  them the formal application we can create quotes   we associate products we're not gonna be running  any sales orders as far as insurance goes but that   is a capability that we have and then so let's get  into group policies now I'm gonna look at this one   is this a group Pope no that's another individual  policy so let's go over into our insurance area   so here we've got this is all insurance I like  to sort my deals by like in columns so here are   all of my qualifications here are all my needs  analysis you see what I mean that's it's we're   sort of seeing which box everyone fits into now  if I want to just see my group policies I'm gonna   change this from all insurance to just group  policies so that's making a little bit easier   to see what I'm dealing with anyone that's in the  qualification stage we still got a lot of work to   do so if I want to switch someone from one stage  to another I can actually just drag them over that   can make it a little bit easier oops there we go  and let's take a look at one of these policies   over here so this particular one we're done in  the qualification needs analysis we're now in   the proposal stage so as far as group policy  goes there are some slightly different fields   the group products are gonna be I'm not sure  I guessed medical life insurance dental we can   those are customizable we've also brought over  how many employees this particular company has   what industry they're and that can be useful  for your reporting methods and again we've got   our amount expected revenue all of those items  now one of the nice things that we can do if we   get all the right fields in here we can actually  generate a proposal and this can be a multi page   proposal containing some very very customized  information depending on what they're going for   if they're going for just medical then it's it's  only going to include all the details for medical   it could also depend on which insurance companies  you looking to connect these people with and I'm   sure that they have different qualifications and  needs etc different rates so that can all be fed   into Zoho in the beginning so that the proposal  reflects exactly what it is that you're trying to   say to that person and completely customizable  again so with all of this information entered   into the database and again this is just a very  very quick overview what's really great about it   is the reports that you can generate from this  information so I'm going to go to the analytics   tab now and the analytics is an area that it's  just sort of a group of dashboards for us to   look at it comes with built in dashboards and we  can see here this one's fairly useful if you are   getting and tracking a lot of leads prolific sales  reps there's no one on there right now and but I   made a couple of insurance dashboards over here  so if I click on group insurance it's just very   very basic we've got our target for the month  and here's where we are at in relation to our   target we're at three hundred and fifty five  thousand targets six hundred thousand so we've   got 245 to go we can do a count of policies so  we've got one policy one life policy this month   to group dental and one group medical these  numbers are live so if I if I'm curious who   are the people that got dental I can click on  that and it's gonna open a breakdown for me and   I can again get more information by clicking  on that live text there we've also got group   policies by stage so we've got a whole bunch at  the top of the pipeline here in the qualification   stage and as we follow it through we can see the  different numbers decreasing slightly but if I   were to click on any one of these stages again  it is a live report it's gonna take me to the   data that's forming those numbers and then I can  drill down and get more information that's the   group insurance dashboard I also made a little  one for the individual insurance so again we've   got our target we got I just laid this one  out slightly differently individual policies   by stage so here are the different stages that  we have for individual policies this month and   and of course the the timeline is customizable  as well and then here are the different types   of policies that we've got going on at the moment  okay so I mean I can go into so much more detail   I've only covered a few of the tabs that we have  available to us in Zoho and there are there are   many more items that we can utilize Zoho for but I  think that sums up how easy it could be to utilize   Zoho in an insurance environment and pulling that  information out all of the automatic emails or   activities or any other triggers that you need to  take place they happen behind the scenes without   you needing to think about it so I love it and  if you have any questions please do get in touch