Top Online Tools for Insurance Agents this 2017

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To compete with the fast-paced, demanding business such as the insurance industry, there’s an absolute need of streamlining organization processes.

Take a look at the following best apps for insurance agents that will improve your work efficiency and that will serve both clients and prospects alike. Bear in mind that success in insurance involves utilizing the right technology to help all facets of the business.

15 Online Tools for Insurance Agents

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15 Insurance Agents Productivity and Marketing Tools

1. DocuSign

Going paperless speeds up processing times and increases productivity. One of the most popular insurance agent sales tools is DocuSign. With this app, agents can obtain immediate client signatures, regardless of location.

  • Enables storing, signing and transmitting just about any document.
  • There is no need for faxing documents.
  • Documents stored in the cloud are sent out for signature via email.
  • Document ‘tags’ direct signing parties’ attention to areas requiring action.
  • Most importantly, electronic signatures are secure and widely accepted.

2. Slack

Slack is one of the most effective insurance agent marketing tools for communicating with your team. This app is used exclusively by the and Agency Nation marketing team.

It’s a simple, intuitive messaging app that works on desktop and all mobile devices.

We’ve reduced our internal email usage by 90%+ since we started using Slack. ~AgencyNation Click To Tweet

3. Go

Comparing insurance is often times a hassle that’s why there’s a number of insurance agency management software to make agents’ job a lot easier. Go car insurance app on iTunes can help insurance agents find the best car policy coverage for clients in 60 seconds.

  • Find packages that can actually save your clients money.
  • Chat with a seasoned experts: Even independent insurance agents need advice from professionals who have been in the industry for a while.
  • Chat with agents who can give you tips on getting cheaper rates for your clients.

4. Kaggle

Not a data scientist? Kaggle helps you get a handle on your data. You can upload a data-based problem, such as identifying fraudulent claims within your database, to the Kaggle community, who will then come up with different models to solve the problem.

You’ll have the opportunity to tap into the minds of several data scientists via one service and you can also use the winning model to protect against future instances. This encourages creative thinking and helps you get to the best solution possible.

5. Google Docs

Google Docs is a free counterpart to the Microsoft Office Suite (Word, Excel, and PowerPoint).

The advantage with Google Drive tools is the ability to collaborate on documents and files with other team members in real time, anywhere as long as there’s internet connection.

Google Docs is a great tool to use while collaborating on a new business proposal or creating a sales/marketing letter.

6. CamScanner

With CamScanner, scanning process is reduced to a few taps on your smartphone. You can capture images of technical and legal documents like insurance agreements, policies, etc.

  • Scan on the go: A mini scanner that you can carry around with you and use whenever you come across an interesting document that can help you service your clients.
  • Convert images to PDF files: Just take a picture of the document you want to scan, edit to your satisfaction, then convert into a PDF file. You can then share the PDF with clients or colleagues.
  • Get crystal-clear documents: CamScanner takes pretty clear and crisp images that don’t blur even when you zoom into them. It has several modes that you can use to customize your scans and make them look more professional.

You even have options to send scanned documents via email and social media and to even upload them on third-party cloud services.

7. Evernote

“For everything you’ll do, Evernote is the workspace to get it done.” And indeed, strong reviews are backing up this potentially game-changing tool for on-the-go insurance agents.

Insurance professionals can use Evernote to:

  • Write in any format, from lists to extensive research
  • Real time discussion, sharing and communicating projects with others
  • Collect items such as Web articles, handwritten notes and photos
  • Present work as it progresses without creating slides
  • Easy accessibility for all documents and files from any device that supports the apps.

Basic Evernote version is one of the free insurance agency management software out there.

8. OmniFocus

OmniFocus is a handy productivity app for Mac, Apple Watch, and all iOS devices. It allows you to manage and sync your email inbox, to-do list, calendar, ongoing projects, and much more from one platform.

Everything is organized through different perspectives, allowing you to separate various personal and work-related activities.

9. InnoCentive

InnoCentive@Work allows you to create a closed crowdsourcing groups of specific employees and individuals. This private network leads to more efficient problem resolution and idea generation by allowing you bringing together employees, partners and even clients.

In addition to its “collaborative SaaS-based innovation management software,” InnoCentive also offers Challenge Programs for solutions generated through externally crowdsourced programs and competitions.

10. Dragon Dictation

The Dragon is a software line from Nuance that offers professional-grade dictation for a variety of specialized needs. This app allows you to speak into your phone with 99% accuracy to draft emails, Word documents, Evernote notes, and other documents—with no word limits.

If you’re pressed for time or simply don’t enjoy writing, Dragon dictation is a fantastic way to create content. Also, the Dragon Anywhere app is what most insurance agents will be most interested in.

11. PR Underground

PR Underground has described itself as a “search engine optimized social media news release tool,” that uses Google News and social channels to facilitate and manage businesses’ release of news and promotions.

Press releases are such effective marketing tools for insurance agents because getting the word out about an agency’s successes makes people take notice.

This tool ranges from $39/month to $119/month, with volume pricing available for agencies.

12. Effective CRM System

Customer relationship management (CRM) is essential for managing all of your leads and clients and growing your agency efficiently. Check out the following best CRM for insurance agents:

  • Salesforce
  • Insightly
  • Infusionsoft
  • SugarCRM
  • Zoho

Be sure to find the right CRM for your insurance agency by comparing costs and features, including whether or not the CRM software integrates with your agency management system.

For example, TechCanary, an agency management system, has built-in integration in Salesforce CRM. This is an exciting feature for the sales-focused independent insurance agency.

13. 30/30

30/30 is a task manager that makes it easier for you to schedule your day and maintain high productivity. When you break up a to-do list into 30-minute chunks, you avoid feeling overwhelmed.

Among other independent insurance agency software, the basic idea is simple: NO DISTRACTIONS!

You work for 30 minutes, focused only on a single task. After which you give your mind a break and do something different, also for 30 minutes. And then you repeat the cycle: work/break, work/break – 30/30, 30/30.

14. Social Media Apps

You always want the ability to communicate with prospects and current customers, as sales opportunities are always present 24/7 on social media.

LinkedIn’s mobile app is mandatory for insurance reps, and also Twitter, Facebook, and Instagram. If you’re really into social media marketing (SMM), you can also try promoting your services on Snapchat as well.

15. Insurance Agent VA Services

Last but not the least, find yourself someone with the right skills to handle specific projects. There are a lot of virtual assistants to “tackle any job, any size, any time.” Freelancers perform a wide range of jobs, from CRM management to prospecting to administrative support. You can pay at an hourly or project basis.

Once implemented, these great insurance tools for agents can make business and life simpler and more productive.

Selling insurance? Find out how insurance agent virtual assistant  can help you in prospecting, do research, find deals and other daily admin activities – call us at 1-866-596-9041 and see how our highly qualified and trained VAs can assist in your everyday tasks and objectives.

We would love to hear if these tips worked for you! If you have questions or any insurance apps & tools related success stories, please leave a comment below.


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