There are many mobile apps in the insurance industry. Besides life insurance apps, insurance agent apps are also important. An insurance agent must have good management of themselves. That’s why they must know essential mobile apps for every insurance agent.
Insurance agent mobile apps will help you to know how to scale your insurance agency. There are many tools for insurance agents. For example, CRM apps for health insurance agents.
In this article, we will recommend to you some best apps for insurance agents.
What is an Insurance Agent?
The insurance agent is someone who sells insurance products. It can be a person or a team. They work for the insurance company. To sell it, an insurance agent must have a good marketing strategy.
An insurance agent has a busy day. Find a customer, think about marketing strategy, etc. You don’t have much time to rest and enjoy your life.
Read also: 7 Recommended Apps for Motorcycle Insurance
Essential Mobile Apps for Every Insurance Agent
If you are an insurance agent, you must know essential mobile apps for every insurance agent. Here are 8 mobile apps for insurance agents that you must have.
1. HubSpot
HubSpot CRM – Customer Relationship Management is to manage your prospects and customers. This app is very user–friendly. It helps you to manage your sales activity. Also, manage your data, email, and notification.
Besides that, you can talk with your customer and build a relationship. You can chat from the live chat feature. Also, make a meeting schedule with your customer. This app has a free version and a paid version.
For details, you can find the HubSpot app on Play Store or Appstore.
2. DocuSign
DocuSign is a platform to sign and manage your document. To sell your insurance product, you also need some documents. For example, contracts, policies, etc. With this app, you can manage your document more easily.
If your customer deals with your product, you need to add a signature to the contract. With this app, you can make a digital signature on the contract. Then send it to your customer and company. You can do it more efficiently.
You can find the DocuSign app on Play Store and Appstore.
Read also: 6 Best Apps for Mobile Insurance That You Should Try
3. Microsoft Team
Microsoft Team is a new platform from Microsoft. It will help you to work together with your team. You can do an online meeting. Then make a group chat and call your team. Also, work together with your team.
You can do everything with your team in one place. Besides that, you can share your document with your team. The document format can be word, powerpoint, or excel. All formats that Microsoft has.
If you are interested, you can download the Microsoft Team app on Play Store or Appstore.
4. Google Workspace
Every smartphone always has some google workspace app. For example, drive, Gmail, Google meet, doc, spreadsheet, slides, etc. All of them will help you to finish your job. You can work together with your team on these apps.
Like a Microsoft Team app. But it is more complex.
If you want to manage your document, you can do it in the drive. You can make a form and manage your customer data in Google form and spreadsheet. It is easier and faster.
The weakness is they separate their apps. So, you need to download them one by one. You can download each app of Google workspace on the Play Store and Appstore. Some apps are instantly added on your smartphone.
5. Evernote
As an insurance agent, you don’t have much time to rest. You need to do everything fast. To write a note, this app is very recommended. You can write a note in all formats. For example, text, audio, forward from email, checklist, etc. You can do it only in one app.
If you are interested, you can download the Evernote app on Play Store or Appstore.
6. Expensify
Expensify is a platform to manage all your expenses, so it can include essential mobile apps for every insurance agent. When you do a trip to meet your customer, or don’t have much time to manage your expenses.
The Expensify app will help you to manage it. You can track your expense, auto – categorize cost, scan, etc. You can download the Expensify app on Play Store and Appstore.
7. Sprout Social
Sprout Social is a platform to manage your social media. If you are using social media to sell your product, you will need this app. Publishing, engagement, social media analytics, etc. You can manage it with only one app. It will make you do it faster.
If you want to download it, you can find the Sprout Social app on Play Store or Appstore.
8. Roadtrippers
If you have a customer in another city, you need to make a trip to manage the insurance. This app will help your travel activity. Find a hotel, plan your activity, track your location, etc. You can download this app on Play Store and Appstore.
Final Words
Becoming an insurance agent is not easy. You must have good time management. Because you will be very busy. All these essential mobile apps for every insurance agent, will make your work more efficient and effective. So, you have time to take a rest and enjoy your life.