Top 6 tech tools for insurance agents

What is the best technical tool that you would recommend to an insurance agent or insurance company?

To help your business adopt new technology tools, we asked technology professionals and executives this question about their preferred technology recommendations. From adopting quotation tools to adding protection with updated cybersecurity, there are several great tools out there for insurance agents and insurance companies.

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

• Send digital faxes securely
• Generate leads with a quotation tool
• Share your findings about Terkel
• Keep track of your contacts
• Invest in automation programs
• Protect yourself with cybersecurity

Send digital faxes securely

The iFax app is a top tech tool that I would recommend to insurance agents. With iFaxallows insurance companies to securely send and receive faxes containing important information without the need for a physical fax machine. It is a tool that has provided online fax services to insurance companies for over a decade, enabling brokers, underwriters, and other insurance providers to easily and securely send and receive confidential documents online. Not to mention insurance agents appreciate that the tool offers HIPAA compatibility while staying paperless at the same time.

Adam Körbel, iFax

Generate leads with a quotation tool

One of the most important technical tools an insurance agent needs is an insurance quote that needs to be placed on their website. This provider exchanges an instant insurance quote for the name, email address, phone number, and listing details. In this way, the agent provides something valuable immediately in exchange for a prospect’s contact information. This will generate a lead for the agent so they can track whether the prospect has any questions or needs additional information. Then hopefully this leads to a sale for the insurance agent.

Chris Abrams, Abrams insurance solutions

Share your findings about Terkel

Terkel is a knowledge platform that enables insurance agents to share their expertise and be featured in relevant and authoritative articles. The agents only have to answer questions relevant to their expertise and experience and Terkel will publish the article on a partner website. It’s a great tool for building authority online and establishing yourself as a trusted thought leader.

Brett Farmiloe, Markitors

Keep track of your contacts

I recommend using AgencyZoom, the best technical tool for all insurance agents and companies out there. It helps you keep track of your current touchpoints with each customer, provide great context about the content of your communication, draw attention to important renewal deadlines, and remind you to get in touch quickly or in advance. AgencyZoom works miraculously for customer loyalty, helping you and your employees manage all aspects of your customer relationships. Such an excellent tool generally has considerable firepower than the average insurance agency requires. So AgencyZoom will be my top recommendation as it is flexible and fast.

Caroline Lee, CocoSign

Invest in automation programs

There are several ways to incorporate automation services into your workflow. A few are IFTTT, Zapier, or even something like Airtable. Once you have all of these automated services integrated together, you can achieve truly amazing things. For example, automatically importing new leads into a table and automatically tagging them by value or priority and automatically triggering an email or an appointment in a scheduling app. The sky is the limit. The point is, a simple tool or suite of automation tools like this can revolutionize your business, saving you countless hours of time and money.

Darryl Higgins, Athletes desk

Protect yourself with cybersecurity

This is what our partners at Coalition have noticed Ransomware accounted for 41% of all cyber insurance claims in the first half of 2020. Much of these events started from an inadvertently opened email within the company. The result of such ransomware attacks can be financially devastating for businesses. Investing in cybersecurity training for your team can help prevent incidents like this from occurring.

Nick Santora, Curricula

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