What Tools Should Every Insurance Agent Have?

With thousands of people looking to an insurance agent for help navigating the murky waters of the insurance industry, qualified insurance agents are in high demand in the United States. Given this demand, insurance agents must be prepared with the right tools to meet the growing need of many people who need help finding the right insurance policy. This article will show you the top tools smart insurance agents use for rapid growth.

Customer Relationship Management (CRM)

Now is the time to upgrade if you are still using a spreadsheet or outlook to track leads and clients. CRM keeps track of the information you may have about your leads and clients in a single place so that you can better track, organize and customize your interactions. This tool also helps ensure your team has quick access to any information, which allows them to provide an optimal customer service experience or sales conversation. You can also connect your CRM to other essential tools that help you examine your sales data and personalize your marketing messages.

Electronic Signature Software

This software allows insurance agents to close deals faster and reduce errors. This software will enable you to easily store, send and sign documents for different functions like new policy applications, claims, and premium payments. You can also make policy payments within the app, giving your clients a one-stop shop for completing transactions and signing documents.

Email Marketing Tool

This is a simple yet effective way to reach prospects and maintain contact with existing clients. If you have an email newsletter, you will need quality software to send, track and improve your emails. While email is incorporated into multiple CRM systems, the email-focused solution will likely have broader features and delivery rates. These tools help you create professional-looking emails that help improve yours over time.

List Manager

Every insurance agent is expected to have tons of contacts. Tracking your leads and separating the potential from the fruitless ones is a dreary job. This is where list manager tools come in handy, as they help you manage and utilize contacts effectively. They help in categorizing and sorting your contacts as you gain new leads. List managers also help you gather data on these leads from your campaigns. You can segment the customer database into lists based on your preferences, buying behaviors, and demographics.

If you are ready to invest in your insurance business, contact Western Marketing. We also offer more tools for our insurance agents to help them scale.