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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.

How To Get It: Download Hootsuite™ from the iTunes and Android app stores. Hootsuite is available for PC and Mac at the Hootsuite website.

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How To Get It: Download Hootsuite™ from the iTunes and Android App Stores. Hootsuite is available for PC and Mac at the Hootsuite website.

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.

How To Get It: Find Evernote for smartphones or tablets in the Android and iTunes app stores, and for Mac and PC on the Evernote website.

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How To Get It: Find Evernote for smartphones or tablets in the Android and iTunes app stores, and for Mac and PC on the Evernote website.

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.

How To Get It: JotNot Scanner is currently only available for Apple smartphones and tablets, and can be downloaded from the iTunes app store.

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How To Get It: JotNot Scanner is currently only available for Apple smartphones and tablets, and can be downloaded from the iTunes app store.

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.

How To Get It: Fantastical 2 is currently only available for Apple devices. Pick it up in the iTunes store for iPad, Mac, or iPhone, or on the Flexibits website.

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How To Get It: Fantastical 2 is currently only available for Apple devices. Pick it up in the iTunes store for iPad, Mac, or iPhone, or on the Flexibits website.

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.

How To Get It: Get the app for mobile devices from the Android and iTunes app stores, and for PC and Mac from the the Google Docs website.

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How To Get It: Get the app for mobile devices from the Android and iTunes app stores, and for PC and Mac from the the Google Docs website.

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.

How To Get It: Download the GoToMeeting app from Android or iTunes app stores, or from the GoToMeeting website for Mac and PC.

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How To Get It: Download the GoToMeeting app from Android or iTunes app stores, or from the GoToMeeting website for Mac and PC.

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.

How To Get It: Dropbox is available for smartphones and tablets through the iTunes and Android app stores, and for Mac and PC through the Dropbox website.

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How To Get It: Dropbox is available for smartphones and tablets through the iTunes and Android app stores, and for Mac and PC through the Dropbox website.

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.

How To Get It: Learn more about Applied MobileProducer or contact Applied Systems.

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How To Get It: Learn more about Applied MobileProducer or contact Applied Systems.

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.

How To Get It: Learn more about Applied CSR24 or contact Applied Systems.

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How To Get It: Learn more about Applied CSR24 or contact Applied Systems.

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