Did you realize that there are over 500,000 insurance agents in the United States?
If you make a living as an insurance agent, you will have to work on setting yourself apart from the competition. Utilizing the power of technology is a great way to increase your productivity and the level of customer service you offer.
Are you looking for apps to help you in your career as an insurance agent? If so, check out this list of helpful programs you could be using to maximize efficiency and save yourself time and money.
The Power of HiHello for Digital Business Card Organization
Do you find yourself coming home each day with a pocket full of business cards? Then having to organize all these cards or else they just take up space and have no value to you? Rather than letting these cards get lost, disorganized, or tossed in the trash, you can use the HiHello app to turn them into address book contacts on your phone.
Once you download the app, all you have to do is take a picture of the business card. The information on the business card is then uploaded to your phone and stored as a new contact. Having success in the insurance sales industry is all about building relationships. With this app, storing useful information about prospective clients will be a breeze.
Make the Most of Your Time with GoToMeeting
For most insurance agents, meetings are something they attend on a regular basis. Are you looking for a way to easily schedule or even host meetings from your phone? The GoToMeeting app allows you to invite guests to a meeting via email or text.
This app also allows you to engage in video chats. If you want to provide a client with a personalized consultation, this app is just what you need. You can also use this app to consult with other insurance agents within your company.
Get Helpful Automobile Information with the Kelly Blue Book App
Providing current and prospective clients with accurate car insurance quotes is no easy task. You can take the guesswork out of the car insurance quote process by downloading the Kelley Blue Book app.
With this app, you can find out the value of any car on the market. This information is especially helpful when attempting to provide clients with information on how much insurance coverage they need on their vehicles. You can also check out the safety features a vehicle has, which allows you to find additional policy discounts for your clients.
SignNow Streamlines the Sales Process with E-Signatures
If you need a client to sign off on their policy, SignNow is a great app to have. You can email the paperwork to your client and they can use this app to sign it and send it back.
Having to print, sign and scan a document can be very time-consuming. Instead of putting undue stress on your clients, you can help them by using this technologically advanced app.
Enhance Document Sharing with PandaDoc
Take your document-sharing capabilities to the next level with PandaDoc. This app provides an extensive number of capabilities to allow you to quickly create, share, and manage your quotes, proposals, and contracts.
Drag-and-drop editing helps you build documents quickly, including hundreds of free, ready-to-use templates, or you can customize your own. You then find out in real-time when your documents are opened, viewed, and signed. Making the experience easier for you and your clients is a huge advantage of PandaDoc.
Take Digital Notes Anywhere with Evernote
Most insurance agents are out of the office on most days. Perfect for when you’re on the road or in meetings, Evernote allows you to take digital notes wherever you are. No more transcribing physical notes by hand onto your laptop or tablet.
With Evernote you can scan and decipher handwritten notes, add images and audio to enhance your notes, include due dates and reminders for tasks, and more. Plus, Evernote is compatible with iPhone and Android, and includes integrations with Google Drive, Microsoft Outlook, and Slack.
Efficient Expense Management with Expensify
Tracking and managing expenses can often be a challenge for insurance agents. Expensify makes expense management simple and intuitive.
Snap a photo of any receipt and the app automatically identifies the merchant, date, and amount so you don’t have to type anything in manually. The app allows you to automatically create and process invoices, collect payments, and more — all online. Expensify makes the time-consuming chore of expense management quicker and more efficient.
Easily Manage Client Information with QQCatalyst
Are you looking for a total agency management solution? With QQCatalyst, you can easily manage things like client records and policies from anywhere. This web-based app allows you to get the information you need while out in the field.
You can use this on tablets, computers, and smartphones. The “Stack” feature built into this app allows you to save your work and resume it on another device if needed.
Utilizing these apps, and streamlining your work, means you serve your current clients to the fullest. It also means you have more free time to attract new customers.
