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5 mobile apps for insurance agents

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Succeeding as an insurance agent means making use of the best available tech “toys.”

From keeping business data accessible to having client contact information at your fingertips, technology augments success. Choosing a few exceptional apps and putting them to work for your business may result in a marked positive impact on revenues. Beyond that, apps are great for saving time (and maintaining your sanity during busy workdays).


1. EverNote

Characterized by as “…multipurpose note-taking and organization program [that] couldn’t get any more useful,” EverNote offers a lot to busy insurance professionals. Creating and maintaining a successful insurance business involves constantly developing new and constantly refreshing existing client relationships. It also requires gathering and organizing scads of information. EverNote functions as the ultimate professional organizer, enabling users to:

  • Take notes

  • Keep track of research

  • Organize various types of information

  • Share data with others

With Evernote, users can capture data through photos, including business cards, and then do text searches within the photos. However, here is the kicker: all the information gathered through the app is downloadable to computers and the Internet, in addition to sharing through mobile devices. Perhaps that’s why devoted users use words and phrases such as “brilliant” and “feature-packed.”

dragon dictation

2. Dragon dictation

Many people claim they do some of their best, most creative thinking when sitting…in their car, stuck in traffic. Imagine turning a smartphone into the perfect assistant, one that can not only interpret your musings, but also translate them into text, whether for social media posts, emails, or notes and reminders. Dragon Dictation allows you to work (safely) while driving, walking, or even working out.

Dragon Dictation is virtually hands-free (you must tap the screen to start and stop dictation). It transcribes speech up to five times quicker than it takes to type out on a keyboard. Users laud its amazing accuracy and ease of use. For insurance agents, that means creating follow-up emails while in the car returning from an important meeting, or creating notes immediately after an initial meeting with a potential client.

See also: 5 life insurance game-changers and cautionary notes for 2015


3. DocuSign

For an industry that still relies on a lot of paperwork, DocuSign may prove revolutionary. It makes it possible for anyone to sign documents online from almost any device. DocuSign entails a three-step process:

  1. Upload the document.

  2. Sign or route the document for signature.

  3. Send the document to its final destination.

The signatures are legally valid, but the app offers additional signature verification options by linking to DocuSign ID cards (note that this service may incur additional charges).

Reviews on Google’s app store mention DocuSign’s ease of use, convenience, and helpful features. With many businesses trying to go “paperless,” digital signature capability is a must. DocuSign provides quick client interactions despite different locations, increases revenues by quickly obtaining signed policies, and increases form completeness and accuracy.


4. QQ Catalyst

There are many document and client management mobile apps available. Addressing another component of successful agencies, QQ Catalyst offers five ways their app helps successful insurance agencies:

  1. It adapts to your work style while assisting with gaining and keeping clients.

  2. It has an intuitive and engaging design that ensures consistent productive user experiences.

  3. It works on any device because it is web-based.

  4. It offers comprehensive support and the ability to integrate third-party applications.

  5. It manages different business lines by mapping policy details.

Since QQ Catalyst can be accessed from almost any device, you have immediate access to client records and policies from just about anywhere.


5. iQ Agents

Chances are that you spend a fair amount of money on online leads. Making the most of results provided by lead generators involves moving quickly and effectively when a new lead comes in.

Specialized apps that generate alerts regarding new leads make quick response possible, regardless of whether or not you are at your desk. One example is iQ Agents, the mobile component of Insurance Quotes lead generating services. It permits users quick access to information on incoming leads. Beyond that, it grants access to account features.

The future of the insurance industry is mobile

Technology is an incredible tool for creating and keeping insurance business. At all stages of the process, there are apps that provide great support. Even if you are an aspiring insurance agent, there is an app for you. Life & Health Agent Prep helps prepare you for insurance licensing exams through multiple choice sample questions and flashcards that you can access at any time, for as long a time as you wish.

See also:

i-Ethics: Are “Automated Ethics” coming soon to a firm near you?

AALU speaker: Watch for these 15 changes come 2020


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