Here’re the best insurance apps for agents which will help you to grow your insurance policy selling the business within a couple of months. Do I need an excel sheet as an insurance agent? I’ve heard it many times. The answer is no. You only need an insurance selling app for your business.
Do you know how to build an insurance app for an insurance agency?
If the answer is yes. You’re most welcome. On the other hand, if your answer is no. There is no problem in this case. Here are the top 8 best insurance apps for agents. Just choose anyone for you.
Best Insurance Apps For Agents
Do you know almost 70% of your clients are using a smartphone at present.? And this figure is going to increase day by day. That’s why you need to have an insurance app to handle your business. Here, we’ve mentioned the top and best 8 insurance apps for you. Let’s choose any one of them.
1. Insurance Agent On GoPro App:
Insurance agent on the GoPro app is a pro version mobile application for the business agent guy. Using this app, an insurance agent can easily track, monitor, and many more. This insurance app is very useful to maintain insurance policies. You can use it in different ways. Such as auto insurance, home insurance, property insurance, life insurance, and health insurance.
Here, you can add any new client’s basic information that will be helpful for you to knock his/her in the future. For example, their name, father’s name, etc. Multiple policies, notes, and events can be added for every single customer. You can watch sales, leads within a couple of clicks. It helps you to send a reminder to your clients for paying their dues on time.
- Insurance agent on the GoPro app has a different template which looks good.
- It’s very easy to integrate with other insurance apps.
- All the financial figure, such as a new report, an old report can track easily in this insurance app
- Uploading photos, audios, videos are the most common features of this insurance agent app.
- This app has a CSB format to upload the client’s record.
- Daily collection, monthly collection, and daily dues can be maintained by this app.
- In the search box, you can look at the client’s date by their name. In addition, It has a different function to find out customer’s information. Such as email address, name, areas, contact number, and many more.
- New scheduling and customer appointments are two excellent examples to install now.
- This is a premium app.
Read more: Insurance Broker Apps
2. Policy Manager for Insurance Agent/Advisor:
This is an app for those who cannot manage his/her time for a tight schedule. Here, an insurance agent will be able to track his customer’s necessary information on how he wants. Such as client name, mobile number, address, email address, the insurance company, policy type, policy name, and all the essential note. Customer’s birthday, marriage date, and all other wishing days are available that can help you to get more clients.
The user can take help from “How to use?” button if they cannot understand any features of this app. However, It’s not an excellent tool comparable to the insurance agent on the GoPro app. But you can go for the pro version if you need full benefit of this app.
- The user doesn’t need to put any insurance policy type as almost all types of insurance policy name has already been included in this app.
- This app has a high-security system and they verify their users by the four-digit phone number.
- It has import and export system through excel file.
- You can easily restore, and backup this app whenever you need.
- Its graphical user interface is just an awesome tool to use. Nothing to say.
- Reminder option is not available.
- It needs to add more features.
3. Smart Agent Insurance App:
You may be an insurance agent and want to work with different insurance companies with various insurance policies. And that’s why you just need a smart insurance app that will help you to manage your business easily. On the other hand, you have to manage your many insurance clients at a time. And almost every client has a different policy.
In this situation, the Smart agent insurance app can help you to manage your clients, client’s policies. This insurance app is also very helpful for every busy insurance agent who needs to manage their time with an excellent schedule.
Considering every fact of your life, you can use this app. Thus, you’ll be able to lead a decent life.
- The smart agent insurance app has an SMS sending system with unlimited validity. This feature will help you to send bulk SMS to your clients just clicking some button on this app.
- It also has a web-based application. And very easy to use. User can use it from mobile, laptop, and tablet.
- This insurance app has excellent navigation.
- No matter you can use it for any type of insurance companies with any type of insurance policies. Such as travel insurance, health insurance, life insurance, and many more.
- The smart agent insurance app is protected by using a firewall. This firewall has been created with the combination of hardware and software for an unauthorized user.
- The authority of this app is committed to not to share your information with any third parties. Your data is always your data only.
- As a user, you can take support by email or direct call if you need.
- Some users mention that this is the very worst and time-consuming app.
- Very old model.
4. Agent Diary Insurance App:
Agent diary insurance app is a totally free app for every general insurance agent and advisor. This insurance app will help you to add, manage, and access all your client’s information just a single click. As an insurance agent, you’ll be able to wish your client on their birthday, marriage day. By this way, you can improve your business relationship with your clients.
If you want to manage and grow, your insurance business, you’re now in the right position. Because the purpose of this app is to help your business. There is no doubt. With the excellent support of this app, you’ll never miss any single client. You don’t need to find some insurance selling apps if you use it once.
- Agent diary insurance app has an auto-notification system. Which is very helpful for following up. It will remind you of every meeting.
- The user of this app will never miss the customer’s policy renewal.
- There is no chance of losing your data at any time.
- It’ll help you send a reminder to your client for policy renewal.
- This app has data import and export system which will help you to manage your work smarter.
- As an insurance agent, you can categorize your client’s details.
- This app doesn’t work in some cases.
- Old version.
5. Insurance Agent App:
The insurance agent app is one of the best insurance agent apps for insurance agencies. Do you know why this insurance agent app is the best one? Let’s Know in details to be more clear about its features and user benefits.
After working in the insurance field for more than five years, the authority of this app has built this insurance agent app for helping others. For this reason, this application is very user-friendly. In addition, it’s very interactive with its users. It will help you to connect with your customer at any time. You’ll never find any more interactive, and user-friendly app in the world at present.
Noted: There are many companies who are already using this insurance app to manage their business. I’m going to mention some of them. For example, Allstate, Farmers Insurance, StateFarm, Liberty Mutual Insurance, Amica, USAA, and Progressive. (insurance apps for agents)
- The Insurance agent app has an excellent inventory with more vast functionalities. And those features are very helpful for every insurance agent.
- This application has been created with 100% professionalism.
- Every customer will be able to connect with their insurance agent through this app. Customers can upload photos, car photos, identity number, and any other information if they need.
- Geo-location is also allowed to track on this app.
- Here, everything is very easy to deploy.
- With its outstanding service, agencies can gain a competitive advantage right now.
- This app is a premium. There is no free version of this app.
6. Vertafore Insurance Agent App:
The Vertafore insurance agent app is an exceptional service provider app with modern technology. This is a full insurance agency solution. You can give more focus on your business if you use this app once. This is another one insurance agent app you have ever seen.
Vertafore insurance will help you to survive in today’s highly competitive market. This insurance app is fantastic to grow, change, and began your insurance business all over the world. This insurance apps for agents can also help you.
- It’ll help you grow your revenue.
- This can help you do your clerical job automatically instead of having a clerk.
- This insurance app has enough resources to grow your insurance business grow.
7. Coverdrive – Sell Insurance Online:
The coverdridve insurance app is the number one insurance app based in India. Especially, this app is for those people who want to grow their business rapidly. It’ll let you give many ways to get more leads in this digital era. Though this app, you’ll be able to sell more by giving less effort.
However, this app has a strong data security policy. That’s because your clients will always remain yours.
- This app is providing hassle-free insurance operation.
- You can grow your business exponentially.
- Using this app, an insurance agency holder can easily track his/her all the sales and commissions.
- The authority of this app is committed to not to share your customer’s data with any third-party vendors behind you.
- This is an app, based in India.
- Some of this user mentions that the authority of this app doesn’t give their commission on time. They’ve some bad experience.
8. Insurance Reminder app:
This app is also very useful for every insurance agent, advertiser, and advisor to keep tracking their customer at the time. The user of this app will be able to add their client’s details along with their insurance policies.
- Insurance reminder works very well on both Android tablets and smartphones.
- The notification system of this app is very helpful for its users.
- User can use it to maintain different policies. Such as home insurance, property insurance, life insurance, health insurance, and many more.
- Very low recommendation compared to the other apps.
Have it on your mind that business and insurance are originally nothing but a relationship. And the good news is technology has become, it’s stronger than the previous time. That’s because you need to utilize the advantage of technologies if you want to compete with your competitors.
You’ll definitely be able to give excellent support and service to your customer using technologies. To do this, you just need to use any app form the above list. Furthermore, People of all over the world are going to engage more through their digital device day to day. There is no doubt. Only an app can lead your whole business instead of many clerks.
Finally, I’ll suggest that you need not wander here and there to find out an insurance mobile app development. This will be nothing but wasting your time. Just choose anyone from here. Let us know by commenting if you want to know more.