Best Apps For Insurance Agents

Have you ever been at work and were about to shutdown your computer for the night, but decided to do one more last minute check on facebook or emails, and next thing you know its 3 in the morning! Well I have a group of apps that will help make sure that does not happen again. These apps are free and can all be down loaded onto either Android or iOS devices. The first app is Hootsuite . It is a social media dashboard where you can manage multiple accounts from one place. You can schedule posts to multiple accounts, add in keywords to post, monitor any mentions on social media and engage with customers fairly easily. Another good app is called Buffer . Its another scheduling app but has some cool features such as resizing images for social media posts right on the app. It also lets you find which time is best to post anything depending on your targeted audience.

21 of the best apps for insurance agents to win more business | RingCentral

Best Apps For Insurance Agents

  1. PandaDoc
    Wrangling contracts, documents, and reports is a top priority for any agent working with dozens of clients per day.

That’s where tools such as a PandaDoc can come in handy. Their app not only comes with a variety of pre-built templates for insurance agents, but also allows for quick and easy e-signatures for agents working remotely or on the go.

Having all of your contracts and agreements in one place is a massive time-saver that lets you focus on actually doing business.

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Productivity and communication apps: PandaDoc
According to PandaDoc themselves, users can increase their close rates by 28% with the help of their solutions. Meanwhile, a recent case study2 conducted with one of their insurance agency clients resulted in 800+% productivity and a 30-second contract close time. How’s that for speed?

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  1. RingCentral
    Communication is key to growing your business as an insurance agent.

With RingCentral, you can manage all of your client communication on a single platform, from messaging, to video conferencing, to phone calls:

Need to take phone calls from clients while you’re away from your desk? Or double-check information with your own team? Or create reminders to follow up so you can stay organized?

insurance task in ringcentral app

You can do all of that in one handy app with RingCentral.

🏆 Did you know:
RingCentral is a PCMag’s Editors’ Choice Award winner because of its reliable service and easy-to-use app (among other reasons)!

The ability to go back and forth over video in particular is super helpful if you want to create meaningful connections with your clients when face-to-face meetings just aren’t possible. (You can do the same with your team, too.)

RingCentral can also route your inbound calls so you never miss a potential lead when they hit up your phone. On the flip side, you can seamlessly conduct cold calling campaigns quickly and efficiently as you move from one lead to the next. Coupled with SMS features, you’re really empowered to engage clients on their channel of choice. Here’s a quick look at how it works:

From team meetings to outreach and beyond, RingCentral allows you to prioritize the conversations that matter (aka. the ones that are more likely to result in more deals).

In fact, you can check out how True Blue Insurance used this simple strategy to boost revenue by 15%.

🕹️ Get a hands-on look at how RingCentral works by booking a product tour:

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💰 You can also use this calculator to see roughly how much your business could save by using RingCentral to support your team’s communications with clients, customers, and each other.

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  1. Formstack
    The more information you can gather from your leads and contacts before you meet, the better.

Formstack allows you to build out detailed intake forms and digital agreements so that you have the exact details you need to better serve your clients. The platform also lets you generate custom quotes, proposals, and renewals along digital signatures to move these agreements along.

As noted in Formstack’s own guide to boosting your productivity1 as an insurance agent, having accurate client information from the word “go” goes a long way in helping you provide speedier, more personalized service.

Productivity and communication apps for insurance agents: Formstack

  1. Evernote
    If you find yourself struggling to organize your thoughts, maybe take another look at the practice of good old-fashioned note-taking.

Platforms like Evernote allow you to map out both professional and personal notes, giving yourself a digital to-do list to stick to. You can likewise use the platform to take in-person meeting notes on the fly.

Productivity and communication apps: Evernote
Intuitive and easy to use, Evernote boasts hundreds of millions of users and is often cited as one of the best apps for insurance agents for a reason.

  1. Expensify
    To say that insurance agents deal with expenses and deductions would be the ultimate understatement.

From your home office to travel and beyond, you can’t afford to lose sight of what you’re spending. Expensify is a simple receipt and expense-tracking software to rein in your budget.

Digital record-keeping can make a big difference during tax season, and tools like Expensify make doing so a cinch:

Productivity and communication apps: Expensify
💸 What WFH expenses should you look for when you’re managing your finances? We collaborated with Bench, an online bookkeeping service, to create this guide that’ll come in handy as you’re looking through your business expenses.

Download it now

  1. CamScanner
    Although most of us are dealing exclusively with digital documents these days, there are still instances where in-person paperwork is necessary.

The ever-so-popular CamScanner is the perfect tool for processing documents and converting them to PDFs for your digital records.

Its cloud storage and in-app editing features let you quickly share contracts with your clients and colleagues. This means no more playing the waiting game when collecting signatures.

Productivity and communication apps: CamScanner

  1. Google Workspace
    The tools bundled in Google Workspace represent some of the best apps for insurance agents that are totally free to use. This includes collaborative tools such as Google Docs, Sheets, and Drive.

Based on Google’s own insurance agency case study3, here are some real-world applications of Google Workspace for insurance agents:

Sharing documents such as policy renewals and cancellations internally via Drive
Managing meetings and agency scheduling via Calendar
Going back and forth to edit collaborative documents via Docs
Oh, and Google Workspace’s low learning curve and free apps are a nice added bonus for insurance agents on a budget.

  1. ScanBizCards
    Let’s assume that business cards will still be around before the industry goes back to something resembling “normal.”

Tools like ScanBizCards are awesome for insurance agents looking to reduce clutter and keep a record of folks they’ve met face-to-face.

Not only does the app allow you to convert business cards from physical to digital formats but also sync that information with your CRM (if you’re using one).

Productivity and communication apps: Google Workspace

  1. Campaign Monitor
    Email is among the most important insurance marketing tools in your arsenal.

Policy updates. Upsell opportunities. Personal check-ins.

And that only scratches the surface. With email, you’re able to reach your clients and prospects around the clock and in their inboxes, where they’re often hanging out anyway.

Task automation tools like Campaign Monitor can do the heavy lifting when it comes to email marketing. For example, their platform allows you to create workflows and generate automated follow-ups to prospects. You can also use the platform to manage your email newsletters and analyze who’s actually engaging with your messages.

Productivity and communication apps: ScanBizCards
As highlighted by their own insurance marketing examples4, email allows you to build relationships with clients—without having to chase them down one by one.

AMS and CRM apps for insurance agents
For the second half of our list, we’ll break down the best insurance agency management software (AMS) and customer relationship management (CRM) tools. Both types of tools can be really helpful for insurance agents.

In short, AMS tools are specifically designed for insurance agencies and typically include features related to tracking commissions and boosting productivity agency-wide. On the other hand, CRM is a more general piece of software that agents can use to keep track of their individual client history, interactions, and contracts.

These types of apps allow you to manage your client relationships in a single platform rather than bounce between your inbox and spreadsheets. By having a better pulse on your business, you can significantly increase your renewal rate5 — and generate more business over time.

  1. AgencyBloc
    Designed for life and health insurance agencies, AgencyBloc provides an all-in-one solution for organizations to process commissions and automate sales. The platform allows you to keep track of client relationships as well as the activity of individual agents.

The platform also lets you create automations and alerts so that you never have to second-guess your next step to get compensated. For example, you can see when renewal due dates are approaching. Features like commission projections and detailed analytics can give you a better sense of the health of your business at any given time:

AMS and CRM apps: AgencyBloc

  1. NextAgency
    Also tailored for life and health insurance agencies, NextAgency represents a comprehensive suite of tools to manage client relationships.

For example, the platform’s built-in CRM puts your client history front and center. From previous calls and emails to documents and beyond, everything you need to know about your client is up to date and consolidated.

AMS and CRM apps: NextAgency
A major selling point of NextAgency is its slew of integrations with insurance agency marketing tools like Google Drive and Mailchimp. You can quickly sync the platform with your communications or email platform without missing a beat.

Another notable benefit of using a platform like NextAgency is the ability to clearly track commissions and prevent lapses in client contracts.

AMS and CRM apps: NextAgency

  1. Applied Epic
    Applied Epic gives agents greater visibility across their entire book of business. The tool lets you access and automate policies with insurers to guarantee that your company’s information is always correct.

Applied Epic emphasizes pipelines, giving you a bird’s-eye view of your insurance sales goals and whether or not they’re being met. You can likewise see your current opportunities and upcoming activities to help you prioritize your schedule. Like many of the best apps for insurance agents, Applied Epic integrates with file sharing and SMS tools.

AMS and CRM apps: Applied Epic

  1. HawkSoft
    HawkSoft is a tried-and-tested agency management solution that was actually created by independent agents. The platform boasts that agencies stick with HawkSoft for 18 years on average.

Although the app is indeed older, the platform’s simplicity is arguably one of its strengths. Ease-of-use and drag-and-drop functionality makes it a breeze for less tech-savvy agents to adopt.

HawkSoft emphasizes its ability to help agents retain clients and deliver proactive service. The app lets you manage your and your colleagues’ daily agendas with alerts, tasks, and reminders to mitigate errors and omissions.

AMS and CRM apps: HawkSoft

  1. Zendesk Sell
    Zendesk is a household name in customer support, but the Sell CRM is one of the best apps for insurance agents looking for a tool to manage client relationships more efficiently.

Although not insurance-specific, the platform is perfect for keeping an eye on the progress of your clients and contracts. Standard CRM features such as analytics, funnels, and spreadsheet exports are useful for agents. Prime for mobile or desktop, Zendesk’s CRM’s interface is sleek and straightforward—a solid starting point for agents new to these tools.

AMS and CRM apps: Zendesk Sell

  1. FreeAgent CRM
    As another CRM solution, the greatest strength of FreeAgent is the ability to leave detailed client notes and store in-depth policy information.

The platform also presents agents with an action plan, making sure that you never sleep on deals or next steps.

Best apps for insurance agents near lagos

  1. FBNInsurance Mobile App:

This is one of the highest rating insurance app. by the First Bank of Nigeria.

It has made a name for itself with over 50 thousand downloads and 3.4 ratings level.

You can easily get this app with 4.1Megabytes and enjoy the endless experience that comes with it.

With FBN Insurance mobile app, you can:
Access your insurance policies portfolio with ease.
You can also report claims, make payments, and other necessary transactions.
With the FBNInsurance Customer Mobile App, you can also download the statement of premium account position.

  1. MyLife+ Mobile App:

The MyLife+ Mobile App is an outstanding innovation of the Leadway Assurance company Ltd. It has over 10 thousand downloads, and a 3.7 rating.The size of this wonderful app is 4.2MB, and they specifically make it to provide world-class services.

Using the MyLife+ mobile app, you can:
purchase the insurance policies you desire.
You can equally report claims, pay the premium and manage your policies with no form of third party interference.
Through the MyLife+ Mobile App, you can also contact customer service directly. You can request help from their agents, or Request account statement.

  1. MyAXA Mobile App: The MyAXA Mobile App of AXA Mansard (Nigeria) is a one stop non-banking financial services mobile platform. It has over 10 thousand downloads and a 3.4 rating. You can download this app with just 13MB today and guarantee the end to all your insurance problems.

They design this app to provide potential users with the most convenient way to purchase and manage their plans.

With the MyAXA Mobile App, you can:
purchase your insurance policies
start motor claims.
Schedule hospital appointments.
You can also Liquidate/redeem investments
Check your RSA balance and Request prescription refills.
Additionally, you can contribute to funds and view contribution history.

  1. AllianzNG Mobile app:

AllianzNG Mobile of the Allianz Nigeria Ltd is another outstanding insurance app that places insurance at your fingertips. It has a record of over 5 thousand downloads and a 4.6 rating. You can download this app with just 21MB.

With the Allianz app in your mobile phone, you can;
Purchase insurance policies
Report claims
View policy statements in a few easy steps
Salary your insurance premiums and manage renewal transactions.
The AllianzNG Mobile App gives you a chance to take control of all your insurance needs from the comfort of your home.

  1. Wapic Mobile App:

The Wapic mobile app offered by Wapic Insurance.

This app provides you with the most convenient way to purchase & manage the insurance plans of your dreams.

It has over 500 downloads and a rating of 5.0. The app comes with a 5.5MB size and mouth watering services.

Here are some of Wapic App’s features:
Product Onboarding: this is where you discover the available insurance products.
Quote Management: with this feature you can create, manage, review, search and share your Quotes.
Proposal Management: this helps you to create,manage, review, search and share your Proposals.
Payments: Using your mobile phone, this app also allows you to pay for your chosen policies and other products.


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