Let’s face it. When it comes to technology, the insurance industry has quite a bit of ground to make up. Even some of the ways agents have tried to innovate have often failed, but that doesn’t mean you should give up.
The earliest adopters of new technologies usually have a massive advantage over those who wait, but adopting new tech takes time and energy. We know how exhausting it is to seek out new apps that, at least at first, eat up more time in your day – time you could be using to, you know, make contacts and sales.
Today, we’re here to share a few of our favorite productivity apps and tips for how to focus on what actually improves your day-to-day workload.
Favorite Productivity Apps for Insurance Agents
There’s a good chance you already tried new ways to get the job done and it was terrible (or at least bad enough to make you not want to try again). We understand. As an independent agent, your priority is the customer, but you’re also trying to keep up with the industry.
If you’re afraid to adopt new stuff, start small. Are you the type of person who 1) loves staying up to date with current trends but 2) doesn’t have time to sit around and read a bunch of articles? Try an app like Pocket, which helps you collect to-read content and then read it at your leisure. You can even choose to listen to the article instead, if you’re more of a podcast fan.
Or if you just need to get more organized but you’re not looking to reinvent the wheel, try productivity apps like Todoist or Evernote. These apps centralize your schedule and information.
For an independent agent looking to upgrade their application process, there’s SALT. Collect customer information online, streamline your process, and stop wasting time writing things down. With SALT, you get white-label, branded forms that you can customize with coverage recommendations and more.
Replacing the Mundane
Since the first job in history, people have been doing tasks they hate alongside the work they’re actually passionate about. Things like gathering a customer’s basic information can eat up a ton of time and drain your energy along the way. As an independent agent, it’s likely you enjoy working with your clients and discussing problems with actual human beings much more than you like sifting through piles of handwritten notes and asking the same repetitive questions.
The right tech replaces that drudgery. If you want to automate repetitive tasks and set up workflows for your business, check out Zapier. Zapier moves information between commonly used web apps automatically and is super handy.
We know that in the insurance industry, you need to ask certain questions no matter who you’re talking to. It’s why we built SALT to speed up and automate this process, and to give you access to data in a centralized place.
Capture More Opportunities
The right tools can help you scale your business. Customers expect things to be easy and when you remove friction from the process, you’ll win more customers. By offering a simple, branded online application form, you make the experience of working with you easier. Easier for them, and for you. We like to say that with SALT, you can accept applications while you sleep.