CRM QuickStart: 1 Day Insurance Training in Vancouver

Group Discounts:

• Save 10% when registering 3 or more participants
• Save 15% when registering 10 or more participants

For more information on venue address, reach out to "eventbrite@catils.com"

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 the 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 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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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, face-to-face session: info@catils.com