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 PCMag.com 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:
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Take notes
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Keep track of research
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Organize various types of information
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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."
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.
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:
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Upload the document.
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Sign or route the document for signature.
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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.
