Top 6 tech tools for insurance agents

Business News | 12 Jun |

What is the top tech tool you’d recommend for an insurance agent or insurance company?

To help your company take on some new tech tools, we asked tech experts and business leaders this question for their favorite tech recommendations. From taking on quote tools to increasing protection through updated cybersecurity, there are several great tools for insurance agents and insurance companies.

Here are six tech tools recommended for an insurance agent or insurance company:

  • Securely Send Digital Faxes
  • Generate Leads with a Quote Tool
  • Share Your Insights on Terkel
  • Keep Track of Contacts
  • Invest in Automation Programs
  • Protect Yourself with Cybersecurity

Tech Tools For Insurance Agents

Securely Send Digital Faxes

The iFax app is a top tech tool that I would recommend for insurance agents. With iFax, insurance companies can send and receive faxes containing important information securely without the need for a physical fax machine. It is a tool that has been providing online faxing services to insurance companies for over a decade by enabling brokers, underwriters, and other insurance providers to easily and securely send and receive sensitive documents online. Not to mention, insurance agents appreciate that the tool offers HIPAA compatibility while remaining paperless.

Adam Korbl, iFax

Generate Leads with a Quote Tool

One of the top tech tools required by an insurance agent is an insurance quoter to place on their website. This quoter will trade an instant insurance quote for a person’s name, email, phone number, and details for the quote. That way, the agent is immediately providing something of value in exchange for a prospect’s contact information. This generates a lead for the agent so they can follow up to see if the prospect has questions or needs additional information. Then this will hopefully lead to a sale for the insurance agent.

Chris Abrams, Abrams Insurance Solutions

Share Your Insights on Terkel 

Terkel is a knowledge platform that enables insurance agents to share their expertise and get featured in relevant and authoritative articles. All agents have to do is answer questions that are relevant to their expertise and experience, and Terkel will publish the article on a partner website. It’s a great tool to build authority online and establish yourself as a trusted thought leader. 

Brett Farmiloe, Markitors

Keep Track of Contacts 

I recommend using AgencyZoom, which is the best tech tool for all the insurance agents and companies out there. It helps you keep track of your current touch points with each client, provide top-notch context on what your communications have centered through, raise when major renewal deadlines arrive, and remind you to reach out quickly or in advance. AgencyZoom works miraculously for customer engagement and helps you and your staff operate all the aspects of your customer relationships. Such an eminent tool generally has significant fire-power than the average insurance agency needs. Therefore, AgencyZoom will be my top recommendation as this is flexible and fast.

Caroline Lee, CocoSign

Invest in Automation Programs

There are multiple ways to integrate automation services into your workflow. A few are IFTTT, Zapier, or even something like Airtable. Once you integrate all of these automated services with each other, you can accomplish really amazing things. For example, automatically importing new leads into a table and automatically tagging them based on value or priority, and then automatically triggering an email or appointment in a scheduling app to be made. The sky is the limit. The point is, a simple tool or set of automation tools like this can revolutionize your business and save you countless hours of time and money.

Darryl Higgins, Athlete Desk

Protect Yourself with Cybersecurity

Our partners at Coalition found that ransomware accounted for 41% of all cyber insurance claims in the first half of 2020. A majority of these events were started from an email within the company opened in error. The result of such ransomware attacks can be devastating financially for businesses. By investing in cybersecurity awareness training for your team, incidents like these can be avoided. 

Nick Santora, Curricula

Terkel creates community-driven content featuring expert insights. Sign up at terkel.io to answer questions and get published. 

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