Tech Ideas to Help Agents Work Smarter
Technology can inspire your new ideas, support your efforts, connect you to customers and magnify your results. As with most things in life, the more effort you put into it, the greater the benefits you may reap.
We’ve put together a short list of technology tools for insurance agents that can help you build and manage your book, ranging from paid services to freebies.
Customer Relationship Management (CRM) Platforms
There are a lot of good CRM platforms available, including Base, Infusionsoft, Insightly and SalesForce, to name a few. All of them can help you organize your contacts, leads and sales; automate your outreach efforts; keep track of where you are in the sales process with a prospect; and produce helpful reports. When used well, a CRM tool can help you be a more responsive and thorough agent.
If you’re still only using Google to get directions or find out the name of that guy from The Revenant who looked so familiar, you’re missing out. (That was Tom Hardy, by the way.) Google has all kinds of free tools that you can use with clients. For example, instead of sending countless emails answering questions about pricing and benefits, you can schedule a free video conference using Google Hangouts, during which you can share your computer screen while you explain what’s on it.
Social media is an easy way to establish a persona online and stay connected to customers. But you can also use it to reach out to new prospects. If you’ve just saved a customer money or gone out of your way for them, strike while the iron is hot. Ask that customer if they’d be willing to post about their experience and tag you. Or ask if they’d recommend you on LinkedIn.
One final technology tip: Are you in your car a lot? Drivemode for Android phones is a free app that converts texts and instant messages to voice, allowing you to “listen” to written messages and verbally reply without having to look at your screen. It’s a simple and safe way to stay on top of your incoming messages while you’re driving. You can currently download Drivemode on Google Play.