8 Mobile Apps That Every Insurance Agent Must Have

The work life of an insurance agent is rigorous; they work tirelessly from dawn to evening, contacting potential clients, visiting in person with business associates, and following down fresh leads. Are they aware that their daily activities could become even simpler with mobile apps for insurance agents? 

In the current digital age, insurance agents must utilize digital tools that facilitate client management, high-quality customer support, time savings, sales tracking, and many other benefits. All of this is feasible with the best apps for insurance agents. Utilizing smartphone insurance agent apps to lessen everyday task loads is a tried-and-true method of boosting productivity. Several mobile insurance agent apps can enhance business growth if utilized properly.

Top 8 Must-Have Mobile Apps For Insurance Agents

Lystloc

Lystloc software is a field force tracking software that helps businesses manage their on-field workforce. The software provides real-time visibility into the activities and productivity of field workers, making it easier for managers to plan, execute, and monitor field operations.

Businesses can monitor the progress of the field employees’ daily tasks allocated to them, ensure that they meet their clients on time, and obtain crucial information about the outcomes of client meetings with the use of the Lystloc field force management app. Additionally, this field force management tool helps them to periodically discover the agent’s present location and travel patterns.

Lystface

Lystface is a location-based facial recognition attendance management solution that works in real-time. It is a sophisticated, automated, and intelligent location-based attendance management system that can recognize insurance agents based on facial traits. This is the greatest solution for payroll automation and attendance management depending on location.

Furthermore, Lystface offers managers automated e-reports on attendance that include the information needed to evaluate employee productivity and efficiency. This employee attendance feature is a swift and trustworthy technology. The facial recognition software is extremely safe since it can accurately identify agents without any error.

Slack

Insurance agents need to work together in order to sell more insurance plans and meet their monthly targets. The best app for insurance agents for team collaboration and communication is Slack. Ability to start multiple threads on any given topic, only invite those who are interested or knowledgeable about that subject, and get alerts on their mobile device whenever someone comments in.

With just one click, agents can share sales estimates, documents, and audiovisual content and quickly locate the information they need. Above all, Slack connects with every other insurance software that agents use on a daily basis via the Slack software directory, enabling them to always have whatever they require at their fingertips.

CamCard

Working as an insurance agent requires a lot of client encounters, many of which result in the exchanging of business cards. That being said, this insurance agent app is suitable for them if they choose to advance from physical cards to digital versions.

This insurance agent app’s primary objective is to eliminate the necessity for insurance agents to always carry physical business cards with them. They can quickly classify their business cards according to their preferences, thus it also works excellently if they’ve got more than one. Additionally, insurance agents can simply scan a physical card and be done with it if they choose not to spend time creating a digital one.

Expensify

Agents working in insurance are occasionally required to go outside of their normal territory. Insurance agents traveling outside for business are now given a simple method to track their expenditures, invoices, and similar records, so their managers can easily view exactly how much and where they are spending their money.

They can upload images of their bills with Expensify, and the insurance agent app will enter the details and create expense records for their business, saving them time and effort when they return. The app can track the kilometers traveled if they plan to drive.

Evernote

Missing things out is unavoidable when you have a lot of distinct kinds of clients. How will insurance agents remember what each of the clients demands? How can they recall the things they said during their last phone conversation with customers? To help, Evernote provides a straightforward portable interface for insurance agents to compose, organize, and exchange files and notes.

Make a note for each customer and share it with their teams after each call so they may add their personalized details. Agents are no longer required to create presentations and documents for meetings because they can scan company cards and display their notes in a presentation format.

Formstack

Since it simplifies the task of producing online forms, gathering client information, generating policy papers, and enabling electronic signatures, Formstack is also helpful in improving performance. Agents also receive a reporting ability, eliminating the need for entering data manually.

Forms that clients can complete on any platform for estimates, policies, claims, and audits are easily created. All forms can be combined by insurance agents into a single, easily accessible site that clients can examine and fill out. It allows them to import information into papers due to its Salesforce connectivity. They are able to build customized digital policies since they constantly have access to client information.

RescueTime

For insurance agents, managing their time well is frequently their largest challenge. RescueTime utilizes mobile insurance agent apps and websites to monitor their activities and provides people with a time-tracking breakdown of the tasks they do.

Insurance agents can take charge of their work schedule by using this information to devise new strategies for the jobs they devote the greatest amount of time. Insurance agents can maximize their time by having a clear picture of their activities via RescueTime. Insurance agents can reduce their workload and be prepared to approach prospects head-on to close more insurance deals by reclaiming part of their time.

Conclusion

And there you have it: the top 8 mobile insurance agent apps Companies have to constantly look for innovative techniques to enhance productivity in order to succeed in the field of insurance. Adopting appropriate technology can help insurance agents streamline their work lives, improve their sense of clarity, and stay ready for the upcoming major sale.

By incorporating mobile apps for insurance agents into their marketing strategy, they will be able to increase their productivity as insurance agents while also increasing their insurance sales. The more efficient an insurance agent is as a professional, the greater amount of time they are going to have to set out and follow up leads.