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Life Health > Life Insurance

Agent App-ropriate: 7 Apps to Increase Workflow

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Apple claims there are more than 500,000 apps, in 20 different categories, in its App Store. You can’t download every available app and automatically consider yourself prepared for whatever life throws at you—there are just too many to do that. But at the same time, any businessperson who hasn’t explored app stores—particularly the business and productivity categories—is wasting time and money.

What’s the best way to get your app library started?

With any respectable collection, start with the basics and build from there. LifeHealthPro has already picked out a few apps related to life insurance that would go nicely in any agent’s app library. Now it’s time to point out a few general apps that will help you become more efficient in your day-to-day work environment by transforming your tablet from just a device to a tool.

Sugar Mobile


  Sugar Mobile

Sugar Mobile is an extension of the Sugar Professional or Enterprise Editions. It provides access and interaction with customer data while on the go, and allows users to log calls made on their mobile phone via the Mobile app. Addresses can be clicked and viewed on Google maps, and changes to system data are updated in real time.

Sugar Mobile

Things


  Things

Things is an interface for managing to-dos, notes, due dates and projects. It looks after project milestones as well. Tasks are organized and integrated with tasks from projects, too.

Things

ToDo


  ToDo

ToDo for iPad looks and feels like a physical planner, but offers all the convenience of a digital one. You can set it to automatically sync with your iCal or Outlook calendars, schedule reminders and alerts and integrate your contacts.

Todo

Dragon Dictation

  Dragon Dictation

Dragon Dictation is a voice recognition transcription application. Up to five times faster than typing, Dragon Dictation can also dictate status updates to social networking sites and supports multiple languages.

Word to the wise: Practice with it before using it in a real-world setting or a really important meeting.

Dragon Dictation

Dropbox

  Dropbox

Dropbox is on just about every app list out there because it is a simple way to access photos, documents and videos in one location. Any file saved in Dropbox is accessible from computers, smartphones, tablets and the Dropbox website. Share a link to access a file instead of attaching it to an email and provide co-workers direct access to folders with regularly shared files.

dropboxDropbox

WebEx

  WebEx

WebEx will help you save on travel time and fuel by keeping you connected to important meetings wherever you are. Options include multipoint video, two-way video, voice-activated voice switching and full-screen video. You don’t need a WebEx subscription to join a meeting, but you do need one if you want to schedule a meeting.

WebEx

TeamViewer

  TeamViewer

TeamViewer is great to have for all the times you need to access remote computers while away from the office. It allows you to give spontaneous support as well as having permanent access to unattended computers.

TeamViewer

That’s just a handful of available apps that can help increase efficiency. Most apps, by design, should do just that, which means there are many, many more handfuls to go. It’s the sheer number of apps that enable a tablet’s versatility as a tool and a resource. Keeping up with apps only increases the device’s value to you not only in saving time, but money, too. 

That said, opinions do vary and needs are unique. It’s all too possible that I’ll miss an amazing app or suggest something that has a much better competitor. If I do, I’d like to hear about it. So, until we cover social media apps, please feel free to leave any tips, suggestions or comments in the comment section.

For more exclusive tablet coverage, see:

Life on the iPad

Using Tablets to Boost Your Business

You are the Ultimate Sales Technology


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