Adopting CRM Best Practices in a Simple and Elegant Way with Michael Toran

Customers are the lifeblood of any business. It is, therefore, essential to have a system that can help manage customer relationships. CRM systems can be powerful tools for managing customer data and interactions, but only if used effectively. In this episode, Ali and Sanjeev talk with Michael Toran, Senior Vice President of Information Technology at Relation Insurance Services. In his role, Michael is responsible for all aspects of planning, managing, and securing corporate and business-unit IT operations, software development, and infrastructure for Relation Insurance. With 25 years of insurance industry experience across various disciplines, including prior senior financial and operational roles, Michael brings a well-rounded, business-focused approach to technology management and strategic decision-making. Michael talks with Ali and Sanjeev about how he and his team at Relation Insurance Services deliver customized services at scale in different markets. Michael also provides an overview of industry best practices for CRM, why CRM can be a differentiator in recruiting and acquiring producers, and the importance of having a shared vision when adopting CRM practices.