Being a professional insurance agent, you’re likely to have many clients and businesses; whether you’re a standalone agent or you work under an organization, you’ll need to have apps that’ll make your job easier and also help you handle your clients and their tasks. Basically, every insurance agent should have apps that’ll make their jobs easier, most people who work in offices always have the best office apps to process documents easily. The same can be said for insurance agents. In today’s article on NaijaKnowHow, we’ve curated the best insurance agency apps every insurance agent should have on their smartphones.
List of The Best Insurance Agency Apps for Insurance Agents
The apps that are listed below are carefully selected just for insurance agents only. These apps are known to make jobs easier for most insurance agents when it comes to setting reminders, taking notes or scanning documents. before you start reading or installing the apps, make sure you read our DISCLAIMER PAGE to understand our position regarding this listicle.
1. Evernote
An important app most insurance agents should have on their smartphones is the Evernote app; it’s a vital tool that can be very useful for insurance agents on the go or in a business meeting. For example, let’s say you’re an agent in a meeting and there are some key points you’ll like to save or have contact information you want to keep stored on your phone and then access on your computer, Evernote is one of the best note taking app you should have as an insurance agent. Evernote can be used to scan documents, and take notes, and it’s good for writing proposals as well. It’s one of the best insurance agency apps and when using a personal account, you’ll get 10GB of space to upload documents for later use.
2. CamScanner
As an insurance agent, when it comes to handling documents like PDFs and so on, an app like CamScanner will let you get some tasks done easily and also boost your productivity rate. With CamScanner, you can scan documents easily, it’s a great PDF scanner and it also allows the scanning of other documents as well. Securing client documents is vital as well, you can secure files on CamScanner. CamScanner does a great job in handling paper works, it is very easy to use; you can download it on your Android or iOS device; it offers efficiency and reliability.
3. Allstate Mobile
Allstate Mobile is another top app for Insurance agents, this app is developed by Allstate Insurance and as a registered agent of this app, you’ll be able to use a lot of tools from the app, as a resource agent, you’ll have the opportunity to quote and bind policies, there’s an option to access sales, marketing materials and also view policy and claims information. Allstate Mobile also has features for users, as a registered insurance user with Allstate Mobile you’ll be able to access safe driving tools, you’ll get 24/7 roadside assistance, your insurance ID cards and so on.
4. RingCentral
Keeping up with your clients is very important as an insurance agent; to do that, you’ll need a phone calling app like RingCentral. RingCentral is one of the best virtual phone number apps and it’s one of the best apps for making international calls at a cheap rate. You can also use other cool features on this app, like video conferencing, instant messaging and so on. RingCentral is very good for routing calls, so if your insurance clients are from other states or countries, communicating with them won’t be much of a problem and costs will be reduced as well. RingCentral is one of the best insurance agency apps every insurance agent should have.
5. ScanBizCards Lite
ScanBizCards offers a quick way to scan business cards on your smartphone, it’s an app that can come in handy if you’re always meeting up with new clients and rather than keeping their business cards in your pocket for transcription later, you could just use this app to scan any business card on your Android or iOS device. ScanBizCards offers a lot of features and the lite version will let you use features like batch scanning of multiple business cards and so on. ScanBizCards isn’t only for insurance agents, a salesperson can as well use this app. It offers the best features for managing business cards. It also supports scanning business cards in multiple languages; ScanBizCards Lite is one of the best insurance agency apps for every insurance agent.
6. Expensify – Expense Reports
Expensify is an app designed to help keep your accounting task as an insurance agent very easy, whether it’s your personal spending or the organization’s own, this app is perfect for tracking expenses and receipts, it’s an app that’ll let you generate receipts, you can collect payments from clients with Expensify, you can manage credit cards easily. Expensify is an app you can keep on the go, if you’re planning a business trip and having a friendly coffee conversation with a client, this app offers features to quickly scan receipts and also let you keep track of your expenses. As an insurance agent, Expensify is one of the best apps you should have on your smartphone.
7. Formstack
Formstack automates workflow for insurance agents and any users of this software. While working as an insurance agent, this is one of the apps you can have on your Windows or macOS PC. With Formstack, you can create forms online, and share and collect data including surveys and documents. This software has a lot of features, it is integrated with a lot of tools, and you can use CRMs alongside Formstack; it works as a payment processor and a marketing automation tool. It’s one of the best insurance agency apps for Insurance agents.
8. Trello
Trello is helpful for insurance agents who work in groups, it’s an app that’ll allow agents to build team collaboration and also manage projects in one place. Trello is a good task organizer and it’s one of the apps that helps build teamwork. Trello is available for Android and iOS users, it offers a lot of features; it’s good for insurance management; you can use it to create tasks anywhere and share them with other members of your team. With Trello, you can share and collaborate with insurance agents like you, it’s also an app you can use while on the go. Trello is a perfect app for insurance agents and that’s why it’s one of the best insurance agency apps out there.
Conclusion
In conclusion, for any insurance agent who is looking for an app that’ll make work easier as a group or an individual, the apps that have been listed above are the best you can use. They’ll automate workflows and also make you handle clients even and team members even better.
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