It’s never been easier for an insurance agent to work on the go. There are hundreds of smartphone apps that make keeping your leads, sales, and important documents super easy to access. With today’s advanced technology, you literally have everything you need at your fingertips.
Here are ten smartphone apps that will simplify any insurance agent’s mobile office:
Dropbox is a program that allows you to store all of your important documents in one central location. You can transfer all of your leads, sales, applications, and photos into one, easy-to-access place. The first 2GB of this file sharing system is free. The cost after the 2GB depends on the account size.
2. Accord One
Have you ever needed a specific insurance form or application while you were on the go? Download the Accord One app and you can have all the standard accord forms at your fingertips. The Accord One app allows you to fill out, sign, save, and email Accord forms.
CamScanner is a free app that allows you to scan documents with the camera function on your phone or tablet. With this app, you can make yourself a copy of important customer documents on the go. You can save, backup, edit, and share documents.
HootSuite is an app that allows you to access all of your social media accounts in one place. This app is perfect for the mobile marketer. You can schedule posts, view connections, followers, or friends. With HootSuite, you can manage your Twitter, Facebook, Google+, and LinkedIn account, and many more. The basic version of this app is free while the “pro” version is priced at $9.99 per month.
Connectmogul is a pricey app compared to the rest, but with its capabilities it could be well worth the money. Connectmogul allows agents to communicate with their book of business via text message. This app keeps track of your customer’s data sending them birthday wishes and also marketing potential cross sell products to them 30 days prior to their renewal dates. Connectmogul has many features and is priced at $99 per month.
6. Mobile Producer
Any agent who uses Applied System’s software will love Mobile Producer. Mobile Producer ties in with Applied Systems, turning your property and casualty files into a mobile database. With Applied Systems and Mobile Producer you can view all of your property and casualty policies from all of your carriers.
SignNow is the perfect app for the insurance agent working from a mobile office. With SignNow you can virtually sign and notarize documents from your mobile device. Best of all, this app is free.
8. Pocket Cloud Remote Desktop
If you need to view insurance leads saved on your desktop on the go Pocket Cloud Remote Desktop will let you do just that. With this free app you can remotely connect to your desktop computer and access programs or documents.
With evernote you can create to-do lists, record yourself reminders, and make notes whenever an idea comes to you. All of your notes are easily searchable. This is a great app for keeping yourself organized and on top off all your projects.
10. Mobile Banking
If you meet clients for dinners you may often end up with substantial checks that need deposited quick. With mobile banking you can do just that. By using a mobile banking app you can check balances, make transfers, and in some instances deposit checks my taking a photo of them.
With these ten apps your mobile office will be ready for business!
You can keep yourself organized and have all the documents you need readily available to you. The next time you have dinner with a client, forget the suitcase stuffed with papers, all you need is your phone!