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.

  • These programs are dense, which can be overwhelming. But remember that you don’t have to use every feature of a program just because it’s available.
  • Many CRM systems offer a free trial so you can try before you buy.
  • Google
    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.

  • While Google products are free, be aware that there may be a cost in terms of privacy. Read the disclaimers thoroughly before you sign up if this is a concern.
  • When you have a spare minute, google Google about Google products—you might be surprised at the range of services they offer.
  • Social Media
    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.

  • Your client may also have friends or colleagues on social media that you could reach out to. Ask permission before raiding someone’s friends list so they don’t feel like their privacy is being invaded.
  • Don’t forget to include a post on your own social media when you’ve done a good job for someone. A little humble-bragging in moderation doesn’t hurt.
  • Drivemode
    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.

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