- DocuSign
- Google Workspace
- Evernote
- CamScanner
- Formstack
- LastPass
- Asana
- Active Campaign
- Constant Contact
- Sprout Social
- Slack
- Microsoft Teams
- Ring Central
- Bitrix24
- AgencyBloc
- NextAgency
- Insurance Agent App
- HubSpot CRM
- Zoho CRM
- Thryv
To thrive as an insurance agent, your ultimate goal is to generate new business.
But here’s a fact: behind this business are mountainous, repetitive, and time-consuming tasks that will surely take up a significant portion of your day.
Paperwork, data entry, and chasing renewals via email are just a few of the many tasks you must do regularly. They may sound minimal, but this can hinder you from building strong and lasting relationships with your clients, even more so in closing more deals.
Hence, it is crucial to equip yourself with the right tools to simplify and, most of all, streamline your workflow so you can direct your energy in scaling your business.
This guide will give you the top 20 best software apps for insurance agents to help you save valuable time and grow your agency.
Productivity Tools
Productivity tools are one of the tools you should be familiar with as an insurance agent virtual assistant.
There are numerous tools available that can help you keep track of your tasks and the time needed to complete them without having to rely on your memory or even on a scribbled parchment of paper.
By using the right combination of organizational software, your agency can improve its workflow and performance by maintaining team cohesion to achieve client satisfaction.
1. DocuSign
Signing electronic documents (despite being a modern technological advancement today) can also be time-consuming, especially for insurance agents who deal with a lot of paperwork in every transaction they make.
DocuSign is an e-signature and agreement cloud that enables you to sign legally binding documents from anywhere at any moment. With this tool, you can streamline agreement signings for your team and policyholders and add them to your arsenal of insurance agency tools.
2. Google Workspace
Not only is Google a jack-of-all-trades application suite, but it also provides one of the best tools for virtual assistants: Google Sheets, Google Docs, and Drive, which are free of cost, easy to use, and sharing and collaborating with their team members.
Some of the practical ways virtual insurance assistant can use Google Workspace are as follows:
- Internal sharing of important policy documents, such as renewals and collections, through Google Drive
- Manage meetings and scheduling for the agency through Google Calendar
- Efficiently editing collaborative documents through Docs.
3. Evernote
If you find it hard to organize your thoughts, consider going back to the old practice of note-taking.
Platforms like Evernote, a popular virtual assistant tool, can help you create professional and personal notes. You can also create a digital checklist to follow along or quickly take notes during a meeting. It is user-friendly and intuitive.
4. CamScanner
CamScanner is an excellent option for converting documents to PDFs for easy digital storage. Let’s face it, even though digital copies are becoming increasingly common, there are still instances when physical paperwork is required, and this handy mobile tool is the right solution.
Additionally, CamScanner offers cloud storage and in-add editing capabilities, facilitating the quick sharing of contracts with colleagues and clients. Say goodbye to waiting around for signatures!
5. Formstack
Part of growing your clients’ insurance agency is to gather as much information as possible from their leads and contacts before meeting with them. This vital step is crucial as it allows you to get to know your clients and give them exactly what they need.
Formstack provides detailed intake forms and digital agreements that allow you to gather the details needed to serve your clients better. Moreover, the platform enables you to generate custom quotes, proposals, and digital signatures to facilitate agreements.
6. LastPass
As you scale your insurance agency, acquiring additional software applications comes along with it–which means the more apps you have, the more passwords you need to remember. Your number one enemy when it comes to this type of situation is your memory.
It is inevitable that we forget our login details, especially if we have multiple accounts on different software.
With LastPass, insurance agents and their virtual assistants can benefit because of its fast and easy access to account logins. It is an excellent choice for password management as it provides a vault to store all your essential information.
Subsequently, you only need to remember one password–your LastPass account.
Once you log in to the app, it will automatically fill in your login details, forms, payment information, and more.
You can rest in the knowledge that your details are safe and secure as the app is vigilant in monitoring third-party breaches and immediately alerts you whenever your account is compromised.
7. Asana
A project management tool is essential to maintain an efficient workflow.
Part of the many tasks of an insurance agent is dealing with a lot of data related to potential leads and clients. Using a project management tool that is straightforward and organized can be highly beneficial.
Asana is an effective tool for breaking down tasks into manageable units. It also allows for easy task assignments for team members.
If there’s one best feature we would mention about Asana, it can sync commonly used tools like Gmail and Microsoft Teams. The interface is no-frills and organized, making it easy to manage workflow and complete tasks promptly.
Marketing Software
In today’s market, there are numerous marketing and prospecting solutions available. Combining the right tools, discovering new leads, converting more prospects, and keeping your current client base informed and involved can be a breeze.
8. Active Campaign
If you think social media is all you need as it continuously peaks its popularity, think again.
Email marketing remains a valuable tool for generating brand interest. This is the only marketing channel where you can get up close and build a strong relationship with your client.
Active Campaign provides an avenue for insurance agents to segment their email lists and send highly-targeted messages or automated emails. It also provides detailed analytics and behavior tracking to create customized campaigns for specific audiences.
9. Constant Contact
As an insurance agent, you might find it beneficial to explore Constant Contact.
Constant Contact boasts an intuitive interface that is easy to navigate and a range of practical tools that are sure to come in handy for your insurance agency. Beyond that, it also offers a wide array of email templates that are specifically customized to meet your needs as an insurance professional.
Whether you are looking to promote your services or keep your client in the loop with the latest updates in the insurance industry, this platform has your back.
10. Sprout Social
If you are looking for a comprehensive and user-friendly social media management tool, then Sprout Social is the “it.” This platform is perfect for insurance agencies as it streamlines social media publishing, engagement, and analytics in one place.
With Sprout Social, you can revolutionize your marketing strategy and gain valuable insights from social media activities. In addition, it is an excellent tool for connecting with current and potential clients.
Communication Apps
For any business, communication is crucial, especially when working remotely. This helps you and your team exchange ideas, messages, updates, media, and important links to keep everyone in the loop, provide task progress, and streamline the workflow.
Below are some of the best communication tools you can use for your insurance agency:
11. Slack
Slack is a powerful collaboration tool that enhances team communication and bolsters productivity. Its primary function is to provide a messaging platform that enables quick completion of tasks. It also allows you to streamline your communication process rather than sending individual emails back and forth or using multiple applications to delegate tasks.
In addition, you can easily share media and important links, make calls, and monitor the project or task progress.
12. Microsoft Teams
Another valuable tool for team communication and collaboration provides an all-in-one platform for meetings, chats, calls, and file-sharing that can greatly help your insurance agency, which is Microsoft Teams.
With Microsoft Teams, you can rest in the thought that you can streamline your day-to-day workflows. It provides an avenue for on-the-go video calls, secure file sharing, and individual or group messaging.
Additionally, this platform streamlines collaboration by allowing users to utilize Microsoft apps most of us have grown with, like Word, PowerPoint, and Excel.
13. Ring Central
We have mentioned earlier tools you can use for team communication and collaboration. This time, we want to introduce a platform that can make client communication a breeze.
RingCentral offers a single platform for all your client communication needs, from messaging to video conferencing and phone calls. You can take calls on the go, collaborate with your team, and set reminders to follow up with clients.
With RingCentral, you can conduct video calls to build relationships remotely so you won’t miss a potential lead with inbound call routing. Moreover, this application enables you to engage with clients through SMS and focus on the conversations that lead to successful deals.
Agency Management Software
As an insurance agent, balance is vital for your business to thrive. This means you nurture your prospects while keeping your existing clients happy and satisfied. To achieve this, you need an Agency Management System (AMS).
An Agency Management System is a tool that can help you simplify workflows, facilitate effective and efficient customer communication, and, most of all, safeguard sensitive data.
Below are some popular AMS tools you can use for insurance agencies:
14. Bitrix24
If you have only just started an insurance agency or brokerage, or you want to keep your costs low, then Bitrix24 is the name of the game.
Bitrix24 is an excellent insurance app that is free for agents working independently. This tool serves as a perfect introduction to CRM software for agents unfamiliar with this type of platform. It also provides additional features like free email marketing, invoicing, and storage that are comparable to other insurance CRMs minus the hefty price tag.
15. AgencyBloc
AgencyBloc is a comprehensive software that allows insurance agents to process commissions and automate sales. By keeping track of client relationships and individual agents’ activities, this platform enables you to manage your business efficiently.
Furthermore, AgencyBloc can create automation and alerts to ensure you never miss out on important deadlines like renewal due dates. It also offers commission projections and detailed analytics for you to track your business’s overall health.
16. NextAgency
NextAgency is an all-inclusive solution providing various tools to manage client relationships effectively. With its built-in CRM, you can easily access your client history, which includes previous calls, emails, and documents, all consolidated and up-to-date.
One of the critical advantages of NextAgency is its seamless integration with marketing tools, such as Google Drive and Mailchimp. You can synchronize the platform with your email and communication platforms without interruptions.
Lastly, you can keep a clear track of commissions and avoid lapses in client contracts. This feature benefits insurance agents who must closely monitor their client base.
17. Insurance Agent App
Clients nowadays have increased self-service expectations, especially with technological advancement.
The Insurance Agent App provides a personalized, agency-branded self-service platform for clients to access insurance information on their phones. This benefits the agency and clients by providing better service interactions and reducing time spent on administrative tasks.
The app includes 24/7 access through call, email, and text, electronic ID storage, direct bill pay, claims reporting, and customized branding. It’s the best digital insurance agent tool for moving your agency forward.
Customer Relationship Management App
Finally, for insurance agents, reliable CRM software is crucial for capturing leads, automating workflows, tracking activities, and generating reports to improve productivity and efficiency.
If there’s one thing you need to look for in CRM software, it should be its ability to simplify processes through automation and eliminate repetitive manual tasks. It should also provide valuable information to pave the way for informed decisions based on data.
18. HubSpot CRM
Insurance agents can significantly benefit from HubSpot, a cloud-based CRM platform that integrates customer requirements and behavior into one comprehensive platform. This allows insurance agents to understand their customers better to provide excellent service.
In addition, HubSpot provides you access to tools that can help convert potential leads into loyal customers. By combining effective sales strategies and data-driven features, HubSpot can aid insurance agents in achieving their marketing goals, such as customer retention and loyalty.
With its easy-to-fill-out forms, HubSpot allows customers to move through the process on their own, which can significantly increase traffic and generate more potential leads.
19. Zoho CRM
Zoho CRM is an exceptional insurance CRM software that is highly regarded in the market. It offers numerous features that save time and resources while streamlining the entire insurance process.
One of the best features of Zoho CRM is it offers everything an insurance agent needs, from Salesforce to performance management. You can easily communicate with your clients and prospects using an omnichannel communication system such as email, social media, phone calls, and customer portals. What makes Zoho one of the most popular CRM software is it eliminates manual work through its workflow automation to speed up tasks and improve performance.
Finally, Zoho integrates seamlessly with other business Apps, which include Google Apps, Xero, Slack, Mailchimp, and more.
20. Thryv
Thryv is more than just your ordinary CRM. It is a top-notch option that not only streamlines your appointment scheduling and payment processing but also includes features specifically tailored to insurance agents.
With Thryv, you can easily add tags to clients based on their claims and policies, making it simple to keep track of your clients and their various needs. Plus, Thryv lets you accept and offer special payments and rates directly through the platform, eliminating the need to juggle multiple tools.
One standout feature of Thryv is its ability to monitor your online reputation.
We all know that the insurance industry is a cutthroat business, which is why your reputation is everything. Thryv allows you to check your star ratings and social mentions across major review sites without leaving the platform.
You are now set on enhancing your productivity and gaining a competitive edge for your business with the tools mentioned above.
But then again, you don’t have to wear all the hats to grow your business. It is always best to work with a team who not only gives you the support you need but has the expertise and the heart for your business so you can focus more on doing what matters most for your insurance agency.
Want to know more about how our insurance agent virtual assistant can help you? Work with Virtual Assistant Talent today. Schedule your FREE consultation now!
Resources:
https://www.ringcentral.com/us/en/blog/best-apps-for-insurance-agents/
https://capforge.com/insurance-agency-tools-your-business-needs/
https://www.asteya.world/blog/7-no-code-tools-every-insurance-agent-must-have
https://www.softwaretestinghelp.com/best-crm-software-for-insurance-agents/#1_HubSpot_CRM
