Top Tools for Independent Insurance Agents

To keep up with an evolving generation and to keep up with its advancing technology is hard itself, but to catch up with them once lost track of, is even harder. It is for your own benefit that you remain updated with how your line of work is evolving, how your competitors can outrun you, how you may be getting left behind, and focus all that to keeping the pace with all those changes. Changes can be difficult, but with proper tools and resources, you can drastically improve yourself and your company. In this article, we have tried to compile the tools that would help you as an independent insurance agent.

Tools for Independent Insurance Agents

tools for independent insurance agents

Top tools for independent insurance agents

A CRM (Customer Relationship Manager)

Customer relationship management is a way to manage a company’s interaction with current and potential customers. CRM is a top-notch way and one of the most successful methods for marketing and maintaining communication with your contact list. It helps you manage your contacts and create a stable communication with your clients and prospects. CRM is one of the top tools for independent insurance agents.
Salesforce, Insightly are some of the top-rated CRM with a service plan. If you don’t plan on investing in CRM, Zoho is a free CRM that you can consider to use.

Communication Tools

Communication is the key to most of the business. Keeping a person of interest close and updated is very important as it directly affects your business as an independent agent. May it be your clients or your staff, it is important that you keep them updated on any policy, changes or details that they need to know of. There is a various communication platform for you to choose from as per your needs. Slack, Trello, MicrosoftTeams, Skype, etc. are among the many well-known and popular platform that most of the people prefer.

Marketing Tools

Marketing is how you let your business gain popularity and spread its reach. Marketing is important as it attracts new customer and amplifies your reach to a higher level. So it makes sense that marketing tools will always come in handy to accomplish that goal. You need to keep track of the marketing success as well and for that, survey tools like SurveyPal come in handy. Tools like these will help you learn more about your existing and potential customers and their preference. It can track your weak points and strong point, all that with just a simple survey of user-friendly questionnaires.

Email Marketing Tools

Statistics say that approximately ninety percent of the US population uses email. To put it bluntly, it would be foolish to not use email marketing to reach your prospects or send out information and updates about the services you provide. You can find various tools online that can aid you with email marketing. Some of them are listed below.

  • Litmus – Litmus provides a platform with email marketing tools, helping you build, design and test, your emails so you will never have to send another broken email again.
  • Mad Mimi – Mad Mimi is an easier way of creating, sharing and tracking email newsletter online. Visit to further explore its features.
  • Mail Chimp – Mail Chimp is another email marketing platform for you to explore and use with a plan.
  • Reach Mail – Reach Mail provides outstanding support and is an easy-to-use email marketing platform.

Only marketing is not enough and periodically, you will need to scrub your email list for any unnecessary and unengaged emails. QuickEmailVerification, EmailChecker, etc. are some of the tools that can help you scrub off unnecessary emails and focus on people who are active and actually want to listen to what you have to say.

Office Suite/Software

Platforms like Google docs, Microsoft office, etc. are office software that helps you sort out your data, entries, documents, and much more.

Google docs are more in trend these days as it gives you the ability to work and collaborate on a document with multiple team members in real time. As long as you are connected to the internet, you and your team can collaborate on the same documents, live. Working with these tools might prove to be difficult at the beginning, but with proper collaboration and teamwork, the productivity of your team will significantly increase as you work out the flaws.

Remote Access/Cloud Computing

Considering any type of business, they tend to use at least two or more computers. Maybe you have a laptop for personal use and a different PC set up at your office. Your data and information will be at your workplace but what if you need it at your home? It would be tedious to just copy the data over and over again from one machine to another. There is, of course, cases of data loss which might doom your business if not backed up.

Remote access is an easy way to use the internet as a platform to share any of those data so that you can access it from any machine you desire. This process can help you back your data up on the internet so that you can access and manipulate your data whenever, however, and through whatever you desire. Also known as cloud computing, this can help you minimize the hassle of handling your data without having to move it back and forth. All you need is a synced platform at your disposal that you can access via the internet to avoid the mentioned trouble of data transfer. You can follow up with these steps to get started with cloud computing.

1. Know what cloud computing is

Before anything, you need to know what cloud computing is and how it works. So the first step would be for you to get familiar with cloud computing and know how to fully know its functions. Select a capable application to implement your cloud computing in a way it will identify the benefits of cloud but not risk your business in the process.

2. Selection of right cloud partner and environment

The right selection of cloud parent and environment varies from business to business. Learn about different cloud partner and choose the option that best suits your business and provides it with the environment that is the most suitable for you. The ones who provide you with the cloud facility are the cloud providers. Microsoft Azure, VMware, Google Cloud Platform, etc. are some the providers. Be sure to analyze as many providers as you can so you can select the perfect fit for you.

3. Migration

Cloud migration is the step where you put in motion the actual transfer of data from your devices to cloud.

  • Planning – Plan the migration before you actually set it to motion. Separate the important and the lesser important steps, plan your backups, plan how you can deal with any possible interruption, data security, and your compatibility.
  • Implementation – After successfully planning your migration, it is time for you to set the design in motion and go ahead with the migration. Set the proper environment to migrate (a secure connection, testing, etc.)
  • Observation – After you implement the migration, your work is almost done. All that needs to be done is for you to monitor the implementation so that nothing can go wrong or even if something goes wrong, you can act upon it instantaneously.

You can never be too careful, so backing up your data first is never a bad idea. Any form of uncalled disaster can drown your business anytime so it is always wise to back your data up safely before disaster strikes.

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