Top 9 Essential Mobile Apps for Every Insurance Agent

Are you an insurance agent who is always on the go and your ultimate goal is to spend most of your time bringing in new prospects and turning them into potential customers? Well, if the answer is yes, then your role as an insurance agent is quite challenging and you may find it difficult to manage your workflow and processes. Having said that, you can easily overcome these challenges. In today’s world, mobile apps have become an optimum tool for solving almost every problem, and businesses that adopt digital technologies are becoming more successful every day. Likewise, insurance companies are no exception to this. Mobile applications are beneficial for both customers and insurance companies. It is one of the most effective tools at your disposal and allows you to effectively manage your time. Technology has been enabling the insurance industry as well, to complete tasks faster and in a more efficient manner.

Managing workflow and processes can be made easier by downloading apps that can help insurance agents to stay on top of their game.

The following are the benefits of using mobile apps

  • Automated processes
  • Maintain records
  • Processing orders
  • Receive or make payments
  • Manage time effectively
  • Stay productive

Check out the list of top 9 apps to help insurance agents become more efficient at work.

1. HelloLeads – Improve your sales:

Mobile CRM

HelloLeads is a simple, easy-to-use mobile app that improves sales by making lead management, tracking sales, and follow-ups easier. This is one of the best CRM that can be used by insurance agents for maintaining customer relationships.

Beginner's Guide to CRM Apps

HelloLeads Mobile App allows you to:

  • Add leads from anywhere
  • Qualify your leads
  • Connect with your leads quickly
  • Keep track of conversations with leads

2. RescueTime – Take back control of your time:

Rescue Time

RescueTime’s time management software is an automatic productivity and time tracker that helps you to understand and control the time spent on your mobile and desktop. It is an excellent app for creating a work-life balance. By effectively managing your time, you can decrease your stress level. Additionally, it keeps you always ready to go out, meet potential leads, and convert them into customers, thereby increasing your sales revenue.

Rescue Time helps you to:

  • Discover what’s interfering with your work
  • Give guidance while you work
  • Avoid distractions and strengthen your focus

3. QQCatalyst – Act as a virtual agent:

QQCatalyst

QQCatalyst allows insurance agents to securely access their client data which includes client details, policies, notes, files, and reports from mobile devices. With just one click, you can integrate your custom branded app with QQCatalyst customer data. It is an agency management system for independent agents needing operational, marketing, and sales pipeline management tools.

QQcatalyst helps you to:

  • Reduce service workload
  • Increase retention
  • Empower customers
  • Secure sign-in at any time and from anywhere
  • Access to the tasks list
  • Ability to direct dial client phone numbers and map client addresses

4. CamCard – Business card Reader:

CamCard - Business card Reader

CamCard is a cloud-based solution that assists you with contact management through e-business cards, data capture, and quick search from your smartphone. Being an insurance agent, you may receive several business cards. CamCard serves as a business card reader and automatically stores received business cards in your digital address book. This helps you to prioritize those relationships and grow your insurance business. 

CamCard allows you to:

  • Scan and store business cards
  • Exchange e-cards with people nearby
  • Add notes and reminders to contacts
  • Search contacts company news to start a good conversation
  • Access contact information across multiple devices and manage contacts in multiple languages

5. Roadtrippers – Turn your road trip into an adventure:

Plan your trip

Roadtrippers is an excellent app for insurance agents to manage planned or unplanned client meetings. This insurance agent mobile app can help you to build your route, plan your activities, find quirky roadside attractions or scenic points, and book hotels all from your smartphone while on the go.

Roadtrippers allows you to:

  • Find the coolest stops along your route
  • Estimate your gas costs
  • Book hotels and tours
  • Save your favorite places

6. SignNow – Electronic signature that scales with your workflow:

SignNow - Electronic signature that scales with your workflow

SignNow is a convenient app for insurance agents, which helps to electronically sign, send, and manage documents on any device. This app is utilized in two ways, by getting your document e-Signed by multiple recipients and by adding your e-Signature to a document to conduct business quickly from any device.

SignNow allows you to:

  • Edit documents by adding fillable fields
  • Add multiple signatories to your document
  • Track the status of your documents in real-time
  • Send your signed documents from any device
  • Store the signed documents in the cloud

7. Evernote – Tame your work, organize your life:

Evernote - Tame your work, organize your life

Evernote is a powerful tool used to remember everything and tackle any project with your notes, tasks, and schedule all in one place. It is one of the finest note-taking apps, enabling you to organize your thoughts. You can download your notes to other devices or share data via this best insurance app.

Evernote allows you to:

  • Store information between devices in a simple manner
  • Record and store audio
  • Create checklists
  • Support cross-platform synchronizing

8. Expensify – Expense reports:

Expensify – Expense reports

Tracking and managing expenses can be a challenge for insurance agents. Expensify is a simple receipt and expense-tracking software which is used to generate your expense reports. You will get unlimited scans, automatic mileage tracking, indefinite receipt storage, auto-categorization of costs, and the capability to auto-export to your accounting software through Expensify.

Expensify helps you to:

  • Keep a record of receipts for business trips, meetings, and dinners
  • Scan your receipts automatically
  • Digital receipt management
  • Smart categorization
  • Strategize your spending

9. PandaDoc – eSign & Track Docs:

PandaDoc – eSign & Track Docs
,

PandaDoc aids insurance agents in creating, editing, tracking, sharing, and signing documents. This app comes with a variety of pre-built templates for insurance agents working remotely or on the go. It holds all your contracts and agreements in one place, so it is a massive time-saver that lets you focus on doing business.

PandaDoc allows you to:

  • Get pre-built templates
  • Get E-signatures
  • Access and save signatures anytime
  • Review your insights

Conclusion

For your insurance business to grow, you continuously have to seek new ways to improve your productivity. Embracing the right technology can simplify your work life, boost your mental clarity, and let you stay prepared to make that next big sale. Adopting mobile apps into your digital strategy will let you improve your efficiency as an insurance agent and boost your insurance sales These apps will help you to manage your schedule, plan meetings, monitor your campaigns, find great routes, and many more useful things that will help you make your day successful as an insurance agent.

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Gayathri

Gayathri

Gayathri is a lead patent scientist at Dextrasys. She loves her work environment and her colleagues. She enjoys writing blogs on trending topics. Her mission is to continuously acquire knowledge and contribute to society to the fullest extent possible.

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Sweta Parikh

Excellent article! Your post is essential today. Thanks for sharing, by the way.