Being an insurance agent is not easy. You need to be always on the go, meeting prospective clients and processing documents to close out current deals. You should also furnish reports for your company regarding your sales and your progress on new leads. It is a good thing that technology is here to make life easier for you. With the help of your smartphone, you can download applications that will help meeting all of these tasks a breeze. Here are 10 popular applications that are useful for insurance agents.
Getting check payments from clients during meetings is a normal situation among insurance agents and usually these checks need to be deposit right away to meet deadlines but with mobile banking app, you can now do banking transactions on your phone wherever you are.
Insurance companies will benefit well if their agents use Dropbox as their central storage location. Everyone who is given access to the Dropbox account is allowed to view the files that are shared in Dropbox. That will greatly improve productivity and level of service. Therefore, there is no need to meet your colleague or your client in person just to hand out documents and files.
With the long list of things that you should do and attend to, there is a chance that you may overlook important deadlines or meetings. Evernote is a great solution because it allows you to create reminders and schedules and all your entries are easily searchable.
If your prospective client suddenly agrees to buy a policy over lunch, you cannot waste time going back to your office just to get the needed documents. Accord One makes it easier for you to get hold of standard documents. What more, you can use the app to sign and email these documents too.
Pocket Cloud Remote Desktop
Insurance agents usually keep all their records and files on their desktop computers. This becomes a problem when you are out and need to get information from those files. With this app, you are now able to access your desktop remotely, so your files are within your fingertips wherever you may go.
This is a scanning app, which means that you can use your phone to scan important documents while on the go. Once scanned, this app even lets you edit those documents and share them to people who need to be furnished with a copy.
With this app, insurance agents can still work even when they are on vacation. Just use SignNow to electronically sign documents that are needed in the office, so processing are not delayed even while you lounge by the beach.
Even insurance agents need to market their policies & get new leads. In this age, social media is a great place to do that because of the millions of users that sign in on their accounts every day. HootSuite allows you to easily keep track of all your social media accounts in just one platform. Hence, you can always be informed of any new follower or any inquiry from interested leads.
An efficient insurance agent must always have access to his clients’ information so that he can continue to win their trusts and retain them as his clients. It is a good thing that Mobile Producer makes that possible by giving the agent access to the system of record. You just have to integrate the app with your company’s system and you can have instant mobile information on all policies including their status and activities.
Even after a sale, insurance agents have to build a relationship with their clients if they want to retain them. Connect Mogul is your perfect partner on this. It allows you to connect with your clients through text messages, giving you reminders on important dates, like birthdays and policy renewal dates.
Author Bio- This post has been written by Tressy Jones. She loves to write about Technology. She recommends life insurance quotes online.org for providing best life insurance policies.