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The Insurtech Leadership Podcast

The Insurtech Leadership Podcast

Business:Entrepreneurship

Using Customer-Facing Employees Mobile Data to Boost CRM Assets (w/Josh Behar, CEO Mobile2CRM)

Using Customer-Facing Employees Mobile Data to Boost CRM Assets (w/Josh Behar, CEO Mobile2CRM)

2022-08-30
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Joshua Behar is CEO of Mobile2CRM, which solves an organizational blind spot by capturing business communications (Voice, Text, WhatsApp) conducted via cellular devices without violating users' privacy.

-The core problem Mobile2CRM solves is customer-facing employees' usage of mobile phones to do business, whether managing customer data in their own personal excel rather than the CRM, or the common high turnover and customer poaching amongst salespeople.

-The core product records and documents business mobile calls and SMS records in the CRM without infringing on the privacy of employees’ personal mobile devices.

-Compliance can allow people to use a single phone to run both personal and business communication with a clear separation between the two, whether W2 or 1099 employees during peak seasonality.

-Mobile2CRM is seeking strategic investment and distribution partners in the US.

Previously, Joshua was CEO of Ericom Software, GM of Time To Know Inc and COO at Amdocs. 

Follow the Insurtech Leadership Podcast airing weekly hosted by Joshua R. Hollander. We give you up-close access and personal insights from the leaders of the fastest-growing #insurtechs and most innovative #insurance carriers and brokers.

view more

More Episodes

What Speciality Underwriting Does and How Risk Capital Providers Work (w/Jeffrey Radke, Co-Founder & CEO at Accelerant)
2022-03-29 162
How to Build Insurance Products that are Fun and Accessible to Everyone (w/Mike Cavanaugh, VP Insurtech Growth at Boost)
2022-03-22 184
Why Being Investors in Early Technologies Put insurers at a Longer-Term Disadvantage (w/Matthew Jones, MD Anthemis)
2022-03-15 154
Insurtech Hartford Helps Companies Grow and Prosper (w/Stacey Brown, Insurtech Hartford and AXA-XL)
2022-03-08 153
We’re From a Tough Neighborhood, Independence and Innovation are our Culture (w/Kobi Bendelak, CEO Insurtech Israel)
2022-03-01 198
Four out of Five Clients Want to Do Everything Online: Empowering Independent Agencies to Go Digital (w/Jason Keck, CEO at Broker Buddha)
2022-02-23 198
Using AI to make the Automotive Claims Process Better (w/Eliron Ekstein, CEO, Ravin AI & Author, Forbes Technology Council)
2022-02-15 165
Putting Equity and Diversity into the Heart of Insurtech (w/Elizabeth McCluskey, Director at CMFG Ventures, Cuna Mutual)
2022-02-01 153
Using Data to Insure Construction Sites: Sensors, AI, Risk, Safety & Productivity (w/Stephen Buonpane, Co-Founder and CIO at Shepherd)
2022-01-25 192
How Legal Can Take a Leading Role in your Innovation Efforts (w/Michael Lanza, EVP General Counsel, Selective Insurance Group)
2022-01-18 165
Major Shifts in Mobility, Connectivity and Embedded Insurance (w/Tomer Kashi, CEO Voom)
2022-01-11 179
Identifying Which Carriers are the Easiest to Collaborate with (w/David Gritz, InsurTech NY and Bryan Falchuk, Insurance Evolution Partners)
2022-01-04 174
Meet The Godfather of Insurtech creator of Lemonade, D&O, Cyber, IP and Y2K Insurance (w/Ty Sagalow, Cofounder Assurely)
2021-12-21 235
Why Relentless Customer Focus and Speed Trump Everything Else (w/Andrew Wynn, Co-Founder Ascend and Sheltr (acquired by Hippo))
2021-12-14 175
Using Data Real-Time in Policy Systems (w/Sears Merritt, Head Technology & Data, MA Mutual Investments)
2021-12-07 174
Data as a Growth Formula for Small Business Insurance Brokers (w/Matthew Ranauro, Founder & CEO Benefix)
2021-12-01 163
How to Spot Embedded Insurance Opportunities (w/Gloria Guntiñas Vanzo, CEO MLTPLY and Pouch)
2021-11-23 170
How We Signed 300 Agents in 6 Weeks: Key Lessons on Getting Quick Customer Adoption (w/Rahim Rajpar, CMO Plumlife)
2021-11-17 177
We Saw 1,500 Insurtech Deals and Invested in 12: Here‘s Why. (w/Bill Keogh, COO Eos Venture Partners)
2021-11-09 185
Three Reasons Why Digital Insurance Is Different than Traditional Insurance (w/Alex Frommeyer, CEO Beam Dental)
2021-11-02 162
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