CRM QuickStart: 1 Day Insurance Training in San Jose, CA
Schedule
Wed, 21 Jan, 2026 at 09:00 am to Tue, 23 Jun, 2026 at 05:00 pm
UTC-08:00Location
regus CA, San Jose - 18 S 2nd Street | San Jose, CA
About this Event
Group Discounts:
Save 10% when registering 3 or more participants
Save 15% when registering 10 or more participants
About the course:
Duration: 1 Full Day (8 Hours)
Delivery Mode: Classroom (In-Person)
Language: English
Credits: 8 PDUs / Training Hours
Certification: Course Completion Certificate
Refreshments: Lunch, Snacks and beverages will be provided during the session
Course Overview:
This one-day program helps insurance operations and sales teams use CRM tools effectively for customer management, tracking, and workflow efficiency. The course covers CRM navigation, customer data entry, pipeline management, tracking touchpoints, and generating simple reports. You learn how to use CRM systems to improve client relationships, increase productivity, and streamline insurance operations. By the end of the session, you gain confidence in using CRM as a daily tool to manage customer interactions smoothly and professionally.
Learning Objectives:
By the end of this course, you will:
- Learn how to navigate CRM tools confidently and efficiently.
- Manage customer information, interactions, and follow-ups professionally.
- Track leads, pipelines, and sales opportunities with clarity.
- Use CRM reminders, tasks, and logs to improve daily workflow.
- Generate simple reports that support decision-making and performance tracking.
Target Audience:
Insurance operations teams and sales teams responsible for customer management, tracking, follow-ups, sales pipelines, and reporting.
Why is it the Right Fit for You?
This course is ideal for insurance staff who want to use CRM tools more effectively and confidently. It provides hands-on practice to help you navigate CRM features, manage customer records correctly, and track sales opportunities with ease. The session simplifies CRM functions into practical steps that support your daily tasks and improve your productivity. You learn how to use CRM as a central tool for communication, tracking, and customer service excellence. With guided demonstrations and real scenarios, the course strengthens your ability to leverage CRM for stronger performance.
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Our Royalty Referral Program
Know a team or professional who could benefit from our workshops? Refer them and earn attractive royalties for every successful registration.
For royalty-related queries, contact [email protected]
Looking to train your full operations or sales team?
We offer customised in-house CRM training tailored to your workflow, CRM software, and business needs. Whether your team requires deeper reporting skills, stronger pipeline management, or better data consistency, we adapt the content accordingly. In-house delivery ensures relevance, uniformity, and improved CRM adoption across the team.
📧 Contact us today to schedule a customized in-house session:
Agenda
Module 1: Introduction to CRM in Insurance
Info:
• What CRM is and why it matters
• Role of CRM in operations and sales
• How CRM improves customer management
• Activity
Module 2: CRM Dashboard & Navigation Basics
Info:
• Understanding CRM layout and functions
• Accessing customer records and tasks
• Navigating key modules confidently
• Activity
Module 3: Customer Data Entry & Management
Info:
• Adding and updating customer profiles
• Recording interactions and notes
• Maintaining data accuracy and integrity
• Activity
Module 4: Lead & Pipeline Management
Info:
• Understanding pipeline stages
• Moving leads through the funnel
• Tracking progress and follow-ups
• Case Study
Module 5: Task, Follow-Up & Reminder Tools
Info:
• Setting reminders and tasks
• Managing daily workflow within CRM
• Tracking commitments and deadlines
• Activity
Module 6: Communication Tracking
Info:
• Logging calls, emails, and meetings
• Ensuring complete customer histories
• Using CRM timelines effectively
• Activity
Module 7: Using CRM for Sales Opportunities
Info:
• Identifying sales opportunities
• Monitoring policy renewals and upgrades
• Managing cross-sell and upsell chances
• Activity
Module 8: Simple CRM Reporting & Analytics
Info:
• Generating basic reports
• Understanding activity dashboards
• Using insights for performance improvement
• Activity
Module 9: CRM Best Practices for Insurance Teams
Info:
• Ensuring consistency and accuracy
• Avoiding common CRM mistakes
• Integrating CRM use into daily workflows
• Activity
Where is it happening?
regus CA, San Jose - 18 S 2nd Street, 18 South Second Street, San Jose, United StatesEvent Location & Nearby Stays:
USD 542.07 to USD 705.91
