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Top 12+ Insurance Agency Software To Use In 2022

Insurance Agency Software 2022: If you work as an insurance agent, your ultimate goal is to spend most of your time bringing in new business. But what does the truth look like? You probably spend a lot of time on boring things. Paperwork, Input of data, and Renewals are being chased by email. The list could go on and on. These tasks are a waste of time and keep you from getting to know clients and getting more work. That’s why it’s important to have the right tools in your toolbox to eliminate time-consuming tasks and put your attention back on your business. Now, when so many agents work from home, this is especially true.

In this article, we’ll talk about the best apps for insurance agents to help you save time and grow your business: Tools for productivity and communication can help insurance agents work more efficiently. The first half of our list will consist of apps that can help you get more done and talk to your clients. These apps can help you keep track of your daily tasks and get in touch with clients faster, among other things.

Insurance Agency Software To Use In 2022

Insurance Agency Software is explained here.

1. RingCentral

With RingCentral, you can easily manage all your client communication on one platform, from texting to phone calls to video conferencing: Do you have to take calls from clients when you’re not at your desk? Or check again with your team? Or do you want to set reminders to stay on top of things?

All of these things can be done in one app with RingCentral. If you want to build real connections with your clients when you can’t meet them in person, the ability to talk back and forth over video is very helpful. (This is something you can also do with your team.)

RingCentral can also handle incoming calls, so you won’t miss a possible lead if someone calls you. On the other hand, as you move from one lead to the next, you can do cold calling campaigns quickly and efficiently. When you add SMS capabilities, you’ll be able to connect with clients on the channel they prefer. In short, this is how it works:

RingCentral helps you focus on the important conversations, whether you’re having a team meeting or reaching out to people. For example, you can see how this simple method helped True Blue Insurance make 15% more money.

You can book a product tour to see how RingCentral works for yourself: This calculator can also help you figure out how much money your company could save if your employees used RingCentral to talk to clients, customers, and each other.

2. PandaDoc

Managing contracts, paperwork, and reports is a top priority for any agent working with dozens of clients daily. PandaDoc and other tools like it may be able to help with this. Their software has several pre-made templates for insurance agents and e-signatures that are quick and easy for agents who work from home or on the go.

When all your contracts and agreements are in one place, you save a lot of time and can focus on what you do best. PandaDoc says that its solutions can help users increase their closing rates by up to 28%. In the meantime, a recent case study2 with one of their insurance agency clients showed an increase in productivity of 800% and a contract closing time of 30 seconds. How about that for speed?

3. Evernote

Well, if you’re having trouble getting your thoughts in order, you might want to take notes like you used to. You can map out work and personal notes on platforms like Evernote to make a digital to-do list that you can stick to. You can also use the platform to use down notes during meetings in person. Evernote, a smart and intuitive-to-use app with hundreds of millions of users, is often listed as one of the best apps for insurance brokers, and a good reason.

4. FormStack

The more information you can get from your leads and connections before you meet, the better. Formstack lets you make detailed intake forms and digital contracts, giving you all the information you need to help your clients better. You can also use the platform to make unique quotes, proposals, and renewals, as well as digital signatures to move these agreements forward. Formstack’s guide to increasing your productivity1 as an insurance agent says that having accurate information about your customers from the start helps you provide faster, more personalized service.

5. CamScanner

Even though most of us only deal with digital documents these days, there are still times when we need to do paperwork in person. CamScanner, a document scanner that is always popular, is ideal for processing documents and turning them into PDFs for digital records. With its app’s cloud storage and editing tools, you can quickly send contracts to clients and coworkers. This means that getting people to sign won’t be a matter of waiting.

6. Expensify

To say that insurance agents deal with fees and deductibles would be a huge understatement. This is more software for an insurance agency. You can’t afford to lose track of your costs for your home office, travel, or something else. Expensify is a simple software for keeping track of receipts and expenses that helps you maintain your finances.

Keeping digital records can save you time and money during tax season, and apps like Expensify make it easy. But, when it comes to managing your money, what WFH expenses should you be looking for? This article was made in partnership with Bench, an online accounting tool, to help determine how your business spends its money.

7. ScanBizCards

Well, let’s assume that business cards will still be around in the industry when things get back to “normal.” ScanBizCards is a great tool for insurance agents who want to cut down on paperwork and keep track of people they’ve met in person. Not only can you turn paper business cards into digital ones with this program, but you can also sync that information with your CRM (assuming you have one).

8. Google Workspace

Some of the best insurance agent apps that are free to use are part of Google Workspace. Collaboration software includes Google Docs, Sheets, and Drive. This is more software for an insurance agency. Well, based on Google’s own insurance agency case study3, here are some real-world Google Workspace apps for insurance brokers:

1 – Using Google Drive to share documents within the company, like policy cancellations and renewals.

2 – Using Calendar to manage track of agency meetings and schedules. 

3 – Using Docs to edit documents with other people.

Oh, and for insurance brokers on a tight budget, the fact that Google Workspace is easy to learn and has free apps is a nice bonus.

9. AgencyBloc

AgencyBloc is an all-in-one solution for life and health insurance agencies that helps them handle commissions and automate sales. Using the platform, you can keep track of both how clients interact with you and what each agent does. You can also set up automation and notifications on the platform, so you never have to guess what to do next to get paid. Instead, you can see, for example, when renewal deadlines are coming up. In addition, features like commission estimates and detailed statistics can help you understand the health of your business at any given time.

10. Campaign Monitor

Email is one of the most important tools you have for marketing insurance. Changes to policies. Upsell possibilities Check-ins between two people. That’s just the tip of the iceberg, though. You can email your prospects and potential customers at any time and in their inboxes, where they are most likely to be. When it comes to email marketing, tools like Campaign Monitor that help automate tasks can be useful. For example, their technology lets you set up workflows and send automated emails to prospects to follow up. In addition, you can use the platform to manage your email newsletters and use who is reading them.

As their insurance marketing examples4 show, email is a great way to build relationships with clients without having to go after them individually. AMS and CRM software can be used by agents who sell insurance. This is more software for an insurance agency. We’ll review the best insurance agency management software (AMS) and customer relationship management (CRM) products in the second half of our list. Both of these tools can be very helpful to people who sell insurance.

In a nutshell, AMS technologies are made just for insurance companies. They often have features like tracking commissions and making everyone work more efficiently. On the other hand, The CRM is a more general piece of software that agents can use to keep track of their clients’ histories, interactions, and contracts. These tools let you manage track of your client connections in one place, so you don’t have to jump between your email and spreadsheets. By keeping a better eye on your business, you can raise your renewal rate by a lot and make more money over time.

11. Applied Epic

With Applied Epic, agents can see all of their business at a glance. The tool lets you access and automates policies with insurers so that your company’s information is always up to date. Applied Epic focuses on pipelines, which gives you a bird’s-eye view of your insurance sales goals and whether or not they are being met. You can also look at your current opportunities and upcoming plans to help you decide what to do first. Like many of the best insurance apps, Applied Epic lets you share tools and send text messages.

12. Next Agency

NextAgency is a complete set of tools for life and health insurance agents that helps them keep track of their interactions with clients. For example, the built-in CRM on the platform puts your history with clients front and center. Everything you should know about your client is up-to-date and in one place, from past calls and emails to papers and more. This is more software for an insurance agency. A big selling point for NextAgency is that it can connect to many insurance agency marketing platforms, such as Google Drive and Mailchimp. You can immediately connect the platform to your email or communications platform and not miss a beat. Another big benefit of using a platform like NextAgency is keeping track of commissions and ensuring contracts don’t expire.

13. Zendesk Sell

Zendesk is a company that helps people figure out how to fix problems. Well, the Sell CRM is one of the best apps for insurance agents who want a better tool to manage in touch with their clients. Zendesk is a well-known name in customer service, but the Sell CRM is a great app for insurance agents who want to manage their client relationships better. This is more software for an insurance agency. Even though the platform isn’t just for insurance, it’s an ideal way to keep track of your clients and contracts. Agents can use built-in CRM features like analytics, funnels, and spreadsheet exports to their advantage. The interface for Zendesk’s CRM is clean and intuitive to use, making it a good place to start for agents who are new to these kinds of products.

14. HawkSoft

This is more software for an insurance agency. HawkSoft is an agency management system that has been tried and tested. Independent agents made it for independent agents. HawkSoft says that agencies stay with its platform for 18 years. Even though the software is older, one of the platform’s best features is its easy use. It’s easy to use, and the drag-and-drop feature makes it easy for agents who aren’t very tech-savvy to get started. HawkSoft is proud that it can help agents keep clients and provide proactive service. So that mistakes and missed tasks don’t happen, the app lets you and your coworkers manage their daily schedules with alerts, tasks, and reminders.

15. FreeAgent CRM

The best ability of FreeAgent as a CRM system is that it lets you keep detailed policy information and write long notes about your clients. The platform also gives agents an action plan to make sure they never miss opportunities or the next step. Here is a quick list of what the software does to help insurance agents do well: The cost per user per month is $25.

Wrapping Up: Insurance Agency Software

We hope this article helped you find some good Insurance Agency Software. You should at least try them once. We’ll keep this post about Insurance Agency Software up to date, though. Tell us if you know of any other good software for an insurance agency.


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