At State Farm, we have reports for many purposes. The CRM is supported by Sales Force, which provides reports on leads and their progress through a 7 stage approach to Close, and follow up. We review the stages daily for the customer benefit, team member benefit and Agency benefit.

State Farm has implemented its Drive Safe and Save (DSS) program to track actual miles driven by each customer vehicle, better customer’s driving skills, and to save customer’s $. There is a 3 step telematics process in order for the DSS tools to be set up properly, which requires a little bit of customer leg work. We review a progress report on a weekly basis and provide follow up support to each client, as needed.