9 Essential Apps for Independent Insurance Agents
Use these apps to help you streamline your day, communications and business:
HOOTSUITE Schedule posts for Facebook, LinkedIn and Twitter in advance, and track Likes, comments and other feedback from followers. Review all of your social platforms in a single dashboard and customize searches to find and follow those who will get the most out of your content.
EVERNOTE Take notes in meetings, add claims photographs, web pages, and to-do lists and save everything into a ‘notebook’ that you can access from any mobile device with the application. Stay organized whether you’re in or out of the office with this multi-feature application.
JOTNOT SCANNER Turn your Apple smartphone into a pocket-sized scanner. Scan your document with your smartphone camera, then save and share through the integrated Dropbox, Evernote and Google Docs features. You can even fax documents straight from your phone to U.S.-based phone numbers.
FANTASTICAL 2 Just speak the event name and details, and Fantastical will set up a calendar item for you. The hands free scheduling is what makes Fantastical so useful. Schedule lunch, client visits and when to head back to the office just by speaking into your phone.
GOOGLE DOCS Work collaboratively on documents, presentations or spreadsheets, then sync and access them from any computer or mobile device. You can even create and edit documents without an Internet connection, and access them online later.
GOTOMEETING Host meetings across states, or even countries with GoToMeeting. Schedule video conferences, send meeting requests and share your computer screen with attendees. This is great for busy clients who need a face-to-face meeting but may not have time to meet in-person.
DROPBOX This is a cloud-based file sharing app that allows users to share documents, PDFs, images, even video and audio files. The best thing about Dropbox™ is that it makes full use of cloud sync, allowing you to access the files from any device that Dropbox is or can be installed on.
APPLIED MOBILEPRODUCER Designed specifically for insurance producers, this app gives producers access to the management system so they can retrieve key prospect and client information when they’re in the field. Use it on smartphones and tablets, and use the latest technology to meet the customer experience expectations of consumers today.
APPLIED CSR24 Give your customers 24/7 access to their insurance policy information, claims filing and processing, and insurance documents through a custom-branded, mobile-friendly portal. Let your customers take the lead when it comes to filing claims, retrieving policy information and more.