{"id":42224,"date":"2020-03-31T00:00:00","date_gmt":"2020-03-31T00:00:00","guid":{"rendered":"https:\/\/newrcblog.wpengine.com\/best-apps-for-insurance-agents\/"},"modified":"2025-03-13T06:28:36","modified_gmt":"2025-03-13T13:28:36","slug":"best-apps-for-insurance-agents","status":"publish","type":"post","link":"\/us\/en\/blog\/best-apps-for-insurance-agents\/","title":{"rendered":"21 of the best apps for insurance agents to win more business"},"content":{"rendered":"<p>If you\u2019re an insurance agent, your end-goal is to spend most of your time bringing in new business.<\/p>\n<p>The reality, though? Tedious tasks are probably eating up a ton of your time.<\/p>\n<p>Paperwork. Data entry. Emails chasing renewals. The list goes on and on.<\/p>\n<p>These tasks aren\u2019t just a time-sink: they prevent you from building relationships with clients and actually booking more business.<\/p>\n<p>That\u2019s why it\u2019s so important to have the proper tools in your toolbox to eliminate annoying tasks and get yourself back to being business-focused. This is especially true with so many agents working from home right now.<\/p>\n<p>In this guide, we\u2019ll highlight 21 of the best apps for insurance agents to save serious time and scale your business:<\/p>\n<ul class=\"table-of-content\">\n<li><a href=\"#Productivity and communication apps\">Productivity and communication app<\/a>\n<ul>\n<li><a href=\"#PandaDoc\">PandaDoc<\/a><\/li>\n<li><a href=\"#RingCentral\">RingCentral<\/a><\/li>\n<li><a href=\"#Formstack\">Formstack<\/a><\/li>\n<li><a href=\"#Evernote\">Evernote<\/a><\/li>\n<li><a href=\"#Expensify\">Expensify<\/a><\/li>\n<li><a href=\"#CamScanner\">CamScanner<\/a><\/li>\n<li><a href=\"#Google Workspace\">Google Workspace<\/a><\/li>\n<li><a href=\"#ScanBizCards\">ScanBizCards<\/a><\/li>\n<li><a href=\"#Campaign Monitor\">Campaign Monitor<\/a><\/li>\n<\/ul>\n<\/li>\n<li><a href=\"#AMS and CRM apps\">AMS and CRM apps<\/a>\n<ul>\n<li style=\"padding-top: 10px;\"><a href=\"#AgencyBloc\">AgencyBloc<\/a><\/li>\n<li><a href=\"#NextAgency\">NextAgency<\/a><\/li>\n<li><a href=\"#Applied Epic\">Applied Epic<\/a><\/li>\n<li><a href=\"#HawkSoft\">HawkSoft<\/a><\/li>\n<li><a href=\"#Zendesk Sell\">Zendesk Sell<\/a><\/li>\n<li><a href=\"#FreeAgent CRM\">FreeAgent CRM<\/a><\/li>\n<li><a href=\"#Thryv\">Thryv<\/a><\/li>\n<li><a href=\"#Bitrix24\">Bitrix24<\/a><\/li>\n<li><a href=\"#NowCerts\">NowCerts<\/a><\/li>\n<li><a href=\"#SalesNOW\">SalesNOW<\/a><\/li>\n<li><a href=\"#Jenesis Agency Management\">Jenesis Agency Management<\/a><\/li>\n<li><a href=\"#Indio\">Indio<\/a><\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<hr \/>\n<p class=\"p1\">\ud83e\udd14 Are you ready to purchase a sales app? What should you consider during the buying process?<\/p>\n<p class=\"p1\">\n<div class=\"download-form-widget standart-download-form\" data-url=\"http:\/\/netstorage.ringcentral.com\/ebook\/the_buyer's_guide_to_sales_apps.pdf\" data-id=\"69e06433e655f\" id=\"69e06433e655f\">\n\t\t<button tabindex=\"on\"  on=\"tap:69e06433e655f.toggleClass(class='open')\" class=\"open-modal-download-action download-form-button\" type=\"submit\">\ud83d\udcd9  Grab the buyer's guide to sales apps<\/button><\/p>\n<div class=\"download-form-modal\">\n<div class=\"download-form-modal-body\">\n<div class=\"download-form-modal-content\">\n<div class=\"download-form-modal-title\">\ud83d\udc40 \u200a Get this free guide to purchasing the right sales apps for your business. <\/div>\n<form class=\"download-form SMB\" method=\"post\">\n<div class=\"download-form-part\">\n\t\t\t\t\t\t\t<input class=\"download-form-input\" aria-label=\"Full Name\" aria-required=\"true\" aria-invalid=\"false\" type=\"text\" name=\"fullname\" placeholder=\"Full Name\" data-dl-events-hover=\"true\" data-dl-element=\"text\" data-dl-additional-info=\"download form\">\n\t\t\t\t\t\t<\/div>\n<div class=\"download-form-part\">\n\t\t\t\t\t\t\t<input class=\"download-form-input\" aria-label=\"Email (please enter a work email address)\" aria-required=\"true\" aria-invalid=\"false\" type=\"email\" autocomplete=\"on\" name=\"email\" placeholder=\"Email (please enter a work email address)\" data-dl-events-hover=\"true\" data-dl-element=\"email\" data-dl-additional-info=\"download form\">\n\t\t\t\t\t\t<\/div>\n<div>\n\t\t\t\t\t\t\t<input type=\"hidden\" name=\"popup_form\" value=\"1\">\n\t\t\t\t\t\t<\/div>\n<div>\n\t\t\t\t\t\t\t<input type=\"hidden\" name=\"Lead_Entry_Source__c\" value=\"RC Blog\" class=\"download-form-input\"\/>\n\t\t\t\t\t\t<\/div>\n<div class=\"download-form-part\">\n\t\t\t\t\t\t\t<button class=\"download-form-submit\" type=\"submit\" data-dl-element=\"button\" data-no-auto-dl=\"true\" data-dl-additional-info=\"download form\" data-dl-name=\"Get it now\">Get it now<\/button>\n\t\t\t\t\t\t<\/div>\n<\/p><\/form>\n<p> \t\t\t\t\t<button on=\"tap:69e06433e655f.toggleClass(class='open')\" role=\"button\" tabindex=\"0\"  class=\"download-form-modal-close\"><\/button>\n\t\t\t\t<\/div>\n<div class=\"download-form-modal-thank\">Enjoy! <\/div>\n<\/p><\/div>\n<\/p><\/div>\n<\/p><\/div>\n<\/p>\n<hr \/>\n<p><a name=\"Productivity and communication apps\"><\/a><\/p>\n<h2>Productivity and communication apps for insurance agents<\/h2>\n<p>For the first half of our list, we\u2019ll focus on apps that boost your productivity and help you communicate with your clients. From keeping better track of your day-to-day tasks to getting in touch with clients faster, these tools can do the trick.<br \/>\n<a name=\"PandaDoc\"><\/a><\/p>\n<h3>1. PandaDoc<\/h3>\n<p>Wrangling contracts, documents, and reports is a top priority for any agent working with dozens of clients per day.<\/p>\n<p>That\u2019s where tools such as a PandaDoc can come in handy. Their app not only comes with a variety of pre-built templates for insurance agents, but also allows for quick and easy e-signatures for agents working remotely or on the go.<\/p>\n<p>Having all of your contracts and agreements in one place is a massive time-saver that lets you focus on actually doing business.<\/p>\n<p><img decoding=\"async\" class=\"aligncenter size-full wp-image-6182\" src=\"\/us\/en\/blog\/wp-content\/uploads\/2020\/07\/image13-21.png\" alt=\"Productivity and communication apps: PandaDoc\" width=\"932\" height=\"426\" \/><\/p>\n<p>According to PandaDoc themselves, users can increase their close rates by 28% with the help of their solutions. Meanwhile, a recent case study<sup>2<\/sup> conducted with one of their insurance agency clients resulted in 800+% productivity and a 30-second contract close time. How\u2019s that for speed?<\/p>\n<div class=\"rc-subscribe\" id=\"new-rc-subscribe\"  style=\"background-image:url('\/us\/en\/blog\/wp-content\/themes\/ringcentral\/assets\/images\/temp\/subscribe.png')\">\n\t\t<button class=\"close js-popup-close\"><svg class=\"icon_close_mobile\" width=\"20\" height=\"20\"><use xlink:href=\"#icon_close_mobile\"><\/use><\/svg><\/button><\/p>\n<div class=\"rc-subscribe__wrapper\">\n<div class=\"rc-subscribe__wrapper_text\">\n<h3 class=\"rc-subscribe__title h2\">Stay informed with RingCentral<\/h3>\n<div class=\"rc-subscribe__subtitle\">Subscribe to our emails for the latest blogs, events, and exclusive content on AI-powered communication solutions. Stay ahead with insights and tips from the leader in trusted AI communications.<\/p>\n<p>\t\t\t\t\t<a href=\"https:\/\/www.ringcentral.com\/legal\/privacy-notice.html\" target=\"_blank\" data-dl-name=\"Privacy Notic\" data-dl-element=\"link\" data-dl-additional-info=\"social\" rel=\"noreferrer noopener\">Privacy Notice<\/a>\n\t\t\t\t<\/div>\n<\/p><\/div>\n<div class=\"rc-subscribe__wrapper_form\">\n<form class=\"\" data-event-init=\"true\" novalidate data-js-form>\n<div class=\"rc-subscribe__row\">\n\t\t\t\t\t\t<input\n\t\t\t\t\t\t\t\tname=\"email\"\n\t\t\t\t\t\t\t\tplaceholder=\"Email address *\"\n\t\t\t\t\t\t\t\ttitle=\"Must be valid email. example@yourdomain.com\"\n\t\t\t\t\t\t\t\tminlength=\"4\"\n\t\t\t\t\t\t\t\tmaxlength=\"255\"\n\t\t\t\t\t\t\t\ttype=\"email\"\n\t\t\t\t\t\t\t\trequired\n\t\t\t\t\t\t\t\tpattern=\"[a-z0-9._%+\\-]+@[a-z0-9.\\-]+\\.[a-z]{2,}$\"\n\t\t\t\t\t\t\t\tclass=\"field__control\"\n\t\t\t\t\t\t\t\tautocomplete=\"on\"\n\t\t\t\t\t\t\t\taria-required=\"true\"\n\t\t\t\t\t\t\t\tdata-dl-events-hover=\"true\"\n\t\t\t\t\t\t\t\tdata-dl-element=\"email\"\n\t\t\t\t\t\t\t\tdata-dl-additional-info=\"LET'S WORK TOGETHER\"\n\t\t\t\t\t\t\t\taria-label=\"Email address *\"\n\t\t\t\t\t\t\t\taria-errormessage=\"email-subscribe-errors\"\n\t\t\t\t\t\t><br \/>\n\t\t\t\t\t\t<span class=\"field__errors\" id=\"email-subscribe-errors\" data-js-form-field-errors><\/span>\n\t\t\t\t\t<\/div>\n<div class=\"rc-subscribe__row\">\n\t\t\t\t\t\t<select\n\t\t\t\t\t\t\t\tname=\"Country__c\"\n\t\t\t\t\t\t\t\trequired\n\t\t\t\t\t\t\t\tclass=\"field__control\"\n\t\t\t\t\t\t\t\taria-required=\"true\"\n\t\t\t\t\t\t\t\taria-expanded=\"false\"\n\t\t\t\t\t\t\t\taria-label=\"Country *\"\n\t\t\t\t\t\t\t\taria-errormessage=\"country-subscribe-errors\"\n\t\t\t\t\t\t><option value=\"\" disabled=\"disabled\" selected=\"selected\">Country<\/option><option value=\"Canada\">Canada<\/option><option value=\"United_States\">United States<\/option><\/select><\/p>\n<p>\t\t\t\t\t\t<span class=\"field__errors\" id=\"country-subscribe-errors\" data-js-form-field-errors><\/span>\n\t\t\t\t\t<\/div>\n<div class=\"rc-subscribe__row\">\n\t\t\t\t\t\t<button type=\"submit\" data-event-init=\"true\">Subscribe<\/button>\n\t\t\t\t\t<\/div>\n<\/p><\/form>\n<\/p><\/div>\n<\/p><\/div>\n<div class=\"confirm-form\" role=\"status\" aria-live=\"polite\" style=\"display: none;\" aria-hidden=\"true\">\n<div class=\"confirm-form__text\">Thank you for your interest in RingCentral<\/div>\n<\/p><\/div>\n<\/p><\/div>\n<p><a name=\"RingCentral\"><\/a><\/p>\n<h3>2. <a href=\"https:\/\/www.ringcentral.com\/\" target=\"_blank\" rel=\"noopener noreferrer\">RingCentral<\/a><\/h3>\n<p>Communication is key to growing your business as an insurance agent.<\/p>\n<p>With RingCentral, you can manage all of your client communication on a single platform, from messaging, to video conferencing, to phone calls:<\/p>\n<div class=\"rc_custom_video\"><a class=\"rc_custom_video__link\" href=\"https:\/\/www.youtu.be\/EbIAZJd9rCU\">\n\t\t            <picture><source srcset=\"https:\/\/i.ytimg.com\/vi_webp\/EbIAZJd9rCU\/maxresdefault.webp\" type=\"image\/webp\"><img decoding=\"async\" class=\"rc_custom_video__media\" src=\"https:\/\/i.ytimg.com\/vi\/EbIAZJd9rCU\/maxresdefault.jpg\" alt=\"\">\n\t\t            <\/picture>\n\t\t        <\/a><br \/>\n\t\t        <button class=\"rc_custom_video__button\" aria-label=\"Play video\"><svg width=\"68\" height=\"48\" viewBox=\"0 0 68 48\"><path class=\"rc_custom_video__button-shape\" d=\"M66.52,7.74c-0.78-2.93-2.49-5.41-5.42-6.19C55.79,.13,34,0,34,0S12.21,.13,6.9,1.55 C3.97,2.33,2.27,4.81,1.48,7.74C0.06,13.05,0,24,0,24s0.06,10.95,1.48,16.26c0.78,2.93,2.49,5.41,5.42,6.19 C12.21,47.87,34,48,34,48s21.79-0.13,27.1-1.55c2.93-0.78,4.64-3.26,5.42-6.19C67.94,34.95,68,24,68,24S67.94,13.05,66.52,7.74z\"><\/path><path class=\"rc_custom_video__button-icon\" d=\"M 45,24 27,14 27,34\"><\/path><\/svg><br \/>\n\t\t        <\/button>\n\t\t    <\/div>\n<p>Need to take phone calls from clients while you&#8217;re away from your desk? Or double-check information with your own team? Or create reminders to follow up so you can stay organized?<\/p>\n<p><img decoding=\"async\" class=\"alignnone size-large wp-image-44657\" src=\"\/us\/en\/blog\/wp-content\/uploads\/2020\/03\/insurance-task-in-ringcentral-app-1024x684.png\" alt=\"insurance task in ringcentral app\" width=\"1024\" height=\"684\" \/><\/p>\n<p>You can do all of that in one handy app with RingCentral.<\/p>\n<div class=\"tip\">\n<div class=\"tip-heading\"><b>\ud83c\udfc6 Did you know:\u00a0<\/b><\/div>\n<p>RingCentral is a <a href=\"https:\/\/www.ringcentral.com\/us\/en\/blog\/pc-mag-ringcentral-editors-choice\/\" target=\"_blank\" rel=\"noopener noreferrer\"><i>PCMag<\/i>\u2019s Editors\u2019 Choice Award<\/a> winner because of its reliable service and easy-to-use app (among other reasons)!<\/p>\n<\/div>\n<p>The ability to go back and forth over video in particular is super helpful if you want to create meaningful connections with your clients when face-to-face meetings just aren\u2019t possible. (You can do the same with your team, too.)<\/p>\n<p>RingCentral can also route your <a href=\"https:\/\/www.ringcentral.com\/small-business\/blog\/inbound-calling\/\" target=\"_blank\" rel=\"noopener noreferrer\">inbound calls<\/a> so you never miss a potential lead when they hit up your phone. On the flip side, you can seamlessly conduct <a href=\"https:\/\/www.ringcentral.com\/small-business\/blog\/cold-calling-scripts-for-insurance\/\" target=\"_blank\" rel=\"noopener noreferrer\">cold calling<\/a> campaigns quickly and efficiently as you move from one lead to the next. Coupled with SMS features, you\u2019re really empowered to engage clients on their channel of choice. Here\u2019s a quick look at how it works:<\/p>\n<div class=\"rc_custom_video\"><a class=\"rc_custom_video__link\" href=\"https:\/\/www.youtu.be\/bAaEj0aBBPA\">\n\t\t            <picture><source srcset=\"https:\/\/i.ytimg.com\/vi_webp\/bAaEj0aBBPA\/maxresdefault.webp\" type=\"image\/webp\"><img decoding=\"async\" class=\"rc_custom_video__media\" src=\"https:\/\/i.ytimg.com\/vi\/bAaEj0aBBPA\/maxresdefault.jpg\" alt=\"\">\n\t\t            <\/picture>\n\t\t        <\/a><br \/>\n\t\t        <button class=\"rc_custom_video__button\" aria-label=\"Play video\"><svg width=\"68\" height=\"48\" viewBox=\"0 0 68 48\"><path class=\"rc_custom_video__button-shape\" d=\"M66.52,7.74c-0.78-2.93-2.49-5.41-5.42-6.19C55.79,.13,34,0,34,0S12.21,.13,6.9,1.55 C3.97,2.33,2.27,4.81,1.48,7.74C0.06,13.05,0,24,0,24s0.06,10.95,1.48,16.26c0.78,2.93,2.49,5.41,5.42,6.19 C12.21,47.87,34,48,34,48s21.79-0.13,27.1-1.55c2.93-0.78,4.64-3.26,5.42-6.19C67.94,34.95,68,24,68,24S67.94,13.05,66.52,7.74z\"><\/path><path class=\"rc_custom_video__button-icon\" d=\"M 45,24 27,14 27,34\"><\/path><\/svg><br \/>\n\t\t        <\/button>\n\t\t    <\/div>\n<p>From team meetings to outreach and beyond, RingCentral allows you to prioritize the conversations that matter (aka. the ones that are more likely to result in more deals).<\/p>\n<p>In fact, you can check out how True Blue Insurance used this simple strategy to <strong><a href=\"https:\/\/www.ringcentral.com\/small-business\/blog\/true-blue-insurance-customer-story\/\" target=\"_blank\" rel=\"noopener noreferrer\">boost revenue by 15%<\/a>.<\/strong><\/p>\n<hr \/>\n<p class=\"p1\"><span class=\"s1\">\ud83d\udd79\ufe0f<\/span> Get a hands-on look at how RingCentral works by booking a product tour:<\/p>\n<p class=\"p1\"><button data-href=\"#leadform-popup\" class=\"js-open-popup-activator btn primary\" >Choose a time<\/button><\/p>\n<p>\ud83d\udcb0 You can also <strong><a href=\"http:\/\/www.ringcentral.com\/roi-calculator\" target=\"_blank\" rel=\"noopener noreferrer\">use this calculator<\/a> <\/strong>to see roughly how much your business could save by using RingCentral to support your team&#8217;s communications with clients, customers, and each other.<\/p>\n<hr \/>\n<p><a href=\"https:\/\/www.ringcentral.com\/remote-readiness\"><img decoding=\"async\" class=\"alignnone size-full wp-image-45676\" src=\"\/us\/en\/blog\/wp-content\/uploads\/2020\/12\/Banner-Image-for-Blog-Promo.png\" alt=\"Remote Readiness CTA\" width=\"695\" height=\"247\" \/><\/a><\/p>\n<h3><a id=\"formstack\"><\/a><br \/>\n3. Formstack<\/h3>\n<p>The more information you can gather from your leads and contacts before you meet, the better.<\/p>\n<p>Formstack allows you to build out detailed intake forms and digital agreements so that you have the exact details you need to better serve your clients. The platform also lets you generate custom quotes, proposals, and renewals along digital signatures to move these agreements along.<\/p>\n<p>As noted in Formstack&#8217;s own guide to boosting your productivity<sup>1<\/sup> as an insurance agent, having accurate client information from the word \u201cgo\u201d goes a long way in helping you provide speedier, more personalized service.<\/p>\n<p><img decoding=\"async\" class=\"aligncenter size-large wp-image-6181\" src=\"\/us\/en\/blog\/wp-content\/uploads\/2020\/07\/image19-8-1024x666.png\" alt=\"Productivity and communication apps for insurance agents: Formstack\" width=\"840\" height=\"546\" \/><\/p>\n<p>&nbsp;<\/p>\n<p><a name=\"Evernote\"><\/a><\/p>\n<h3>4. Evernote<\/h3>\n<p>If you find yourself struggling to organize your thoughts, maybe take another look at the practice of good old-fashioned note-taking.<\/p>\n<p>Platforms like Evernote allow you to map out both professional and personal notes, giving yourself a digital to-do list to stick to. You can likewise use the platform to take in-person <a href=\"https:\/\/www.ringcentral.com\/small-business\/blog\/how-to-take-meeting-notes\/\" target=\"_blank\" rel=\"noopener noreferrer\">meeting notes<\/a> on the fly.<\/p>\n<p><img decoding=\"async\" class=\"aligncenter wp-image-6184 size-full\" src=\"\/us\/en\/blog\/wp-content\/uploads\/2020\/07\/image14-19.png\" alt=\"Productivity and communication apps: Evernote\" width=\"455\" height=\"856\" \/><\/p>\n<p>Intuitive and easy to use, Evernote boasts hundreds of millions of users and is often cited as one of the best apps for insurance agents for a reason.<br \/>\n<a name=\"Expensify\"><\/a><\/p>\n<h3>5. Expensify<\/h3>\n<p>To say that insurance agents deal with expenses and deductions would be the ultimate understatement.<\/p>\n<p>From your home office to travel and beyond, you can\u2019t afford to lose sight of what you\u2019re spending. Expensify is a simple receipt and expense-tracking software to rein in your budget.<\/p>\n<p>Digital record-keeping can make a big difference during tax season, and tools like Expensify make doing so a cinch:<\/p>\n<p><img decoding=\"async\" class=\"aligncenter size-large wp-image-6185\" src=\"\/us\/en\/blog\/wp-content\/uploads\/2020\/07\/image18-9-1024x611.png\" alt=\"Productivity and communication apps: Expensify\" width=\"840\" height=\"501\" \/><\/p>\n<hr \/>\n<p>\ud83d\udcb8 What WFH expenses should you look for when you&#8217;re managing your finances? We collaborated with <a href=\"https:\/\/bench.co\/\" target=\"_blank\" rel=\"noopener noreferrer\">Bench<\/a>, an online bookkeeping service, to create this guide that&#8217;ll come in handy as you&#8217;re looking through your business expenses.<\/p>\n<div class=\"download-form-widget standart-download-form\" data-url=\"https:\/\/netstorage.ringcentral.com\/documents\/remote_work_finances_guide.pdf\" data-id=\"69e06433e66b2\" id=\"69e06433e66b2\">\n\t\t<button tabindex=\"on\"  on=\"tap:69e06433e66b2.toggleClass(class='open')\" class=\"open-modal-download-action download-form-button\" type=\"submit\">Download it now<\/button><\/p>\n<div class=\"download-form-modal\">\n<div class=\"download-form-modal-body\">\n<div class=\"download-form-modal-content\">\n<div class=\"download-form-modal-title\">Keep your finances on lock when you're working from home. Download the free guide to learn how <\/div>\n<form class=\"download-form SMB\" method=\"post\">\n<div class=\"download-form-part\">\n\t\t\t\t\t\t\t<input class=\"download-form-input\" aria-label=\"Full Name\" aria-required=\"true\" aria-invalid=\"false\" type=\"text\" name=\"fullname\" placeholder=\"Full Name\" data-dl-events-hover=\"true\" data-dl-element=\"text\" data-dl-additional-info=\"download form\">\n\t\t\t\t\t\t<\/div>\n<div class=\"download-form-part\">\n\t\t\t\t\t\t\t<input class=\"download-form-input\" aria-label=\"Email (please enter a work email address)\" aria-required=\"true\" aria-invalid=\"false\" type=\"email\" autocomplete=\"on\" name=\"email\" placeholder=\"Email (please enter a work email address)\" data-dl-events-hover=\"true\" data-dl-element=\"email\" data-dl-additional-info=\"download form\">\n\t\t\t\t\t\t<\/div>\n<div>\n\t\t\t\t\t\t\t<input type=\"hidden\" name=\"popup_form\" value=\"1\">\n\t\t\t\t\t\t<\/div>\n<div>\n\t\t\t\t\t\t\t<input type=\"hidden\" name=\"Lead_Entry_Source__c\" value=\"RC Blog\" class=\"download-form-input\"\/>\n\t\t\t\t\t\t<\/div>\n<div class=\"download-form-part\">\n\t\t\t\t\t\t\t<button class=\"download-form-submit\" type=\"submit\" data-dl-element=\"button\" data-no-auto-dl=\"true\" data-dl-additional-info=\"download form\" data-dl-name=\"Get it now\">Get it now<\/button>\n\t\t\t\t\t\t<\/div>\n<\/p><\/form>\n<p> \t\t\t\t\t<button on=\"tap:69e06433e66b2.toggleClass(class='open')\" role=\"button\" tabindex=\"0\"  class=\"download-form-modal-close\"><\/button>\n\t\t\t\t<\/div>\n<div class=\"download-form-modal-thank\">Enjoy!<\/div>\n<\/p><\/div>\n<\/p><\/div>\n<\/p><\/div>\n<hr \/>\n<h3><a id=\"CamScanner\"><\/a><br \/>\n6. CamScanner<\/h3>\n<p>Although most of us are dealing exclusively with digital documents these days, there are still instances where in-person paperwork is necessary.<\/p>\n<p>The ever-so-popular CamScanner is the perfect tool for processing documents and converting them to PDFs for your digital records.<\/p>\n<p>Its cloud storage and in-app editing features let you quickly share contracts with your clients and colleagues. This means no more playing the waiting game when collecting signatures.<\/p>\n<p><img decoding=\"async\" class=\"aligncenter size-full wp-image-6186\" src=\"\/us\/en\/blog\/wp-content\/uploads\/2020\/07\/image6-3.gif\" alt=\"Productivity and communication apps: CamScanner\" width=\"300\" height=\"545\" \/><a name=\"Google Workspace\"><\/a><\/p>\n<h3>7. Google Workspace<\/h3>\n<p>The tools bundled in Google Workspace represent some of the best apps for insurance agents that are totally free to use. This includes collaborative tools such as Google Docs, Sheets, and Drive.<\/p>\n<p>Based on Google\u2019s own insurance agency case study<sup>3<\/sup>, here are some real-world applications of Google Workspace for insurance agents:<\/p>\n<ul>\n<li>Sharing documents such as policy renewals and cancellations internally via Drive<\/li>\n<li>Managing meetings and agency scheduling via Calendar<\/li>\n<li>Going back and forth to edit collaborative documents via Docs<\/li>\n<\/ul>\n<p>Oh, and Google Workspace\u2019s low learning curve and free apps are a nice added bonus for insurance agents on a budget.<br \/>\n<a name=\"ScanBizCards\"><\/a><\/p>\n<h3>8. ScanBizCards<\/h3>\n<p>Let\u2019s assume that business cards will still be around before the industry goes back to something resembling \u201cnormal.\u201d<\/p>\n<p>Tools like ScanBizCards are awesome for insurance agents looking to reduce clutter and keep a record of folks they\u2019ve met face-to-face.<\/p>\n<p>Not only does the app allow you to convert business cards from physical to digital formats but also sync that information with your CRM (if you\u2019re using one).<\/p>\n<p><img decoding=\"async\" class=\"aligncenter size-full wp-image-6187\" src=\"\/us\/en\/blog\/wp-content\/uploads\/2020\/07\/image3-129.png\" alt=\"Productivity and communication apps: Google Workspace\" width=\"472\" height=\"407\" \/><br \/>\n<a name=\"Campaign Monitor\"><\/a><\/p>\n<h3>9. Campaign Monitor<\/h3>\n<p>Email is among the most important insurance marketing tools in your arsenal.<\/p>\n<p>Policy updates. Upsell opportunities. Personal check-ins.<\/p>\n<p>And that only scratches the surface. With email, you\u2019re able to reach your clients and prospects around the clock and in their inboxes, where they\u2019re often hanging out anyway.<\/p>\n<p><a href=\"https:\/\/www.ringcentral.com\/small-business\/blog\/task-automation\/\" target=\"_blank\" rel=\"noopener noreferrer\">Task automation<\/a> tools like Campaign Monitor can do the heavy lifting when it comes to email marketing. For example, their platform allows you to create workflows and generate automated follow-ups to prospects. You can also use the platform to manage your email newsletters and analyze who\u2019s actually engaging with your messages.<\/p>\n<p><img decoding=\"async\" class=\"aligncenter size-large wp-image-6188\" src=\"\/us\/en\/blog\/wp-content\/uploads\/2020\/07\/image8-56-1024x635.png\" alt=\"Productivity and communication apps: ScanBizCards\" width=\"840\" height=\"521\" \/><\/p>\n<p>As highlighted by their own insurance marketing examples<sup>4<\/sup>, email allows you to build relationships with clients\u2014without having to chase them down one by one.<br \/>\n<a name=\"AMS and CRM apps\"><\/a><\/p>\n<h2>AMS and CRM apps for insurance agents<\/h2>\n<p>For the second half of our list, we\u2019ll break down the best insurance agency management software (AMS) and <a href=\"https:\/\/www.ringcentral.com\/us\/en\/blog\/best-crm-for-small-business\/\" target=\"_blank\" rel=\"noopener noreferrer\">customer relationship management (CRM) tools<\/a>. Both types of tools can be really helpful for insurance agents.<\/p>\n<p>In short, AMS tools are specifically designed for insurance agencies and typically include features related to tracking commissions and boosting productivity agency-wide. On the other hand, CRM is a more general piece of software that agents can use to keep track of their individual client history, interactions, and contracts.<\/p>\n<p>These types of apps allow you to manage your client relationships in a single platform rather than bounce between your inbox and spreadsheets. By having a better pulse on your business, you can significantly increase your renewal rate<sup>5<\/sup> \u2014 and generate more business over time.<br \/>\n<a name=\"AgencyBloc\"><\/a><\/p>\n<h3>10. AgencyBloc<\/h3>\n<p>Designed for life and health insurance agencies, AgencyBloc provides an all-in-one solution for organizations to process commissions and automate sales. The platform allows you to keep track of client relationships as well as the activity of individual agents.<\/p>\n<p><img decoding=\"async\" class=\"aligncenter size-full wp-image-6189\" src=\"\/us\/en\/blog\/wp-content\/uploads\/2020\/07\/image7-4.gif\" alt=\"\" width=\"868\" height=\"476\" \/><\/p>\n<p>The platform also lets you create automations and alerts so that you never have to second-guess your next step to get compensated. For example, you can see when renewal due dates are approaching. Features like commission projections and detailed analytics can give you a better sense of the health of your business at any given time:<\/p>\n<p><img decoding=\"async\" class=\"aligncenter size-full wp-image-6190\" src=\"\/us\/en\/blog\/wp-content\/uploads\/2020\/07\/image22.jpg\" alt=\"AMS and CRM apps: AgencyBloc\" width=\"767\" height=\"400\" \/><br \/>\n<a name=\"NextAgency\"><\/a><\/p>\n<h3>11. NextAgency<\/h3>\n<p>Also tailored for life and health insurance agencies, NextAgency represents a comprehensive suite of tools to manage client relationships.<\/p>\n<p>For example, the platform\u2019s built-in CRM puts your client history front and center. From previous calls and emails to documents and beyond, everything you need to know about your client is up to date and consolidated.<\/p>\n<p><img decoding=\"async\" class=\"aligncenter size-large wp-image-6191\" src=\"\/us\/en\/blog\/wp-content\/uploads\/2020\/07\/image15-1024x567.jpg\" alt=\"AMS and CRM apps: NextAgency\" width=\"840\" height=\"465\" \/><\/p>\n<p>A major selling point of NextAgency is its slew of integrations with insurance agency marketing tools like Google Drive and Mailchimp. You can quickly sync the platform with your communications or email platform without missing a beat.<\/p>\n<p>Another notable benefit of using a platform like NextAgency is the ability to clearly track commissions and prevent lapses in client contracts.<\/p>\n<p><img decoding=\"async\" class=\"aligncenter size-large wp-image-6192\" src=\"\/us\/en\/blog\/wp-content\/uploads\/2020\/07\/image9-40-1024x514.png\" alt=\"AMS and CRM apps: NextAgency\" width=\"840\" height=\"422\" \/><br \/>\n<a name=\"Applied Epic\"><\/a><\/p>\n<h3>12. Applied Epic<\/h3>\n<p>Applied Epic gives agents greater visibility across their entire book of business. The tool lets you access and automate policies with insurers to guarantee that your company\u2019s information is always correct.<\/p>\n<p>Applied Epic emphasizes pipelines, giving you a bird\u2019s-eye view of your insurance sales goals and whether or not they\u2019re being met. You can likewise see your current opportunities and upcoming activities to help you prioritize your schedule. Like many of the best apps for insurance agents, Applied Epic integrates with file sharing and SMS tools.<\/p>\n<p><img decoding=\"async\" class=\"aligncenter size-large wp-image-6193\" src=\"\/us\/en\/blog\/wp-content\/uploads\/2020\/07\/image17-10-1024x532.png\" alt=\"AMS and CRM apps: Applied Epic\" width=\"840\" height=\"436\" \/><br \/>\n<a name=\"HawkSoft\"><\/a><\/p>\n<h3>13. HawkSoft<\/h3>\n<p>HawkSoft is a tried-and-tested agency management solution that was actually created by independent agents. The platform boasts that agencies stick with HawkSoft for 18 years on average.<\/p>\n<p>Although the app is indeed older, the platform\u2019s simplicity is arguably one of its strengths. Ease-of-use and drag-and-drop functionality makes it a breeze for less tech-savvy agents to adopt.<\/p>\n<p>HawkSoft emphasizes its ability to help agents retain clients and deliver proactive service. The app lets you manage your and your colleagues\u2019 daily agendas with alerts, tasks, and reminders to mitigate errors and omissions.<\/p>\n<p><img decoding=\"async\" class=\"aligncenter size-full wp-image-6194\" src=\"\/us\/en\/blog\/wp-content\/uploads\/2020\/07\/image10-36.png\" alt=\"AMS and CRM apps: HawkSoft\" width=\"970\" height=\"643\" \/><br \/>\n<a name=\"Zendesk Sell\"><\/a><\/p>\n<h3>14. Zendesk Sell<\/h3>\n<p>Zendesk is a household name in customer support, but the Sell CRM is one of the best apps for insurance agents looking for a tool to manage client relationships more efficiently.<\/p>\n<p>Although not insurance-specific, the platform is perfect for keeping an eye on the progress of your clients and contracts. Standard CRM features such as analytics, funnels, and spreadsheet exports are useful for agents. Prime for mobile or desktop, Zendesk\u2019s CRM\u2019s interface is sleek and straightforward\u2014a solid starting point for agents new to these tools.<\/p>\n<p><img decoding=\"async\" class=\"aligncenter size-full wp-image-6195\" src=\"\/us\/en\/blog\/wp-content\/uploads\/2020\/07\/image16-9.png\" alt=\"AMS and CRM apps: Zendesk Sell\" width=\"970\" height=\"606\" \/><br \/>\n<a name=\"FreeAgent CRM\"><\/a><\/p>\n<h3>15. FreeAgent CRM<\/h3>\n<p>As another CRM solution, the greatest strength of FreeAgent is the ability to leave detailed client notes and store in-depth policy information.<\/p>\n<p>The platform also presents agents with an action plan, making sure that you never sleep on deals or next steps.<\/p>\n<p><img decoding=\"async\" class=\"aligncenter size-large wp-image-6196\" src=\"\/us\/en\/blog\/wp-content\/uploads\/2020\/07\/image5-97-1024x932.png\" alt=\"AMS and CRM apps: FreeAgent CRM\" width=\"840\" height=\"765\" \/><\/p>\n<p>Here\u2019s a quick breakdown of how the platform works to empower insurance agents:<\/p>\n<p><b><i>Pricing: <\/i><\/b><i>$25\/mo per user.<\/i><br \/>\n<a name=\"Thryv\"><\/a><\/p>\n<h3>16. <a href=\"https:\/\/www.thryv.com\/\" target=\"_blank\" rel=\"noopener noreferrer\">Thryv<\/a><\/h3>\n<p>Thryv is a robust CRM that also doubles as a payment processor and appointment scheduler.<\/p>\n<p>Unlike a generic CRM, Thryv includes useful features for insurance agents like estimates and the ability to tag clients based on their particular claims. This allows you to sort clients by policy, for example.<\/p>\n<p><img decoding=\"async\" class=\"aligncenter size-large wp-image-6197\" src=\"\/us\/en\/blog\/wp-content\/uploads\/2020\/07\/image2-152-1024x589.png\" alt=\"AMS and CRM apps: Thryv\" width=\"840\" height=\"483\" \/><\/p>\n<p>Thryv\u2019s features highlight how a CRM can keep you from bouncing from tool to tool. For example, you can accept and offer special payments and rates to clients\u2014directly through the platform.<\/p>\n<p><img decoding=\"async\" class=\"aligncenter size-full wp-image-6198\" src=\"\/us\/en\/blog\/wp-content\/uploads\/2020\/07\/image1-178.png\" alt=\"AMS and CRM apps: Thryv\" width=\"998\" height=\"984\" \/><\/p>\n<p>Another key feature of Thryv is reputation monitoring. In a cutthroat industry where reviews are so important, you literally can\u2019t afford to risk your reputation. Want to see what your star ratings are across major reviews sites? What about social mentions? You can check out both without having to leave Thryv.<br \/>\n<a name=\"Bitrix24\"><\/a><\/p>\n<h3><a href=\"https:\/\/www.ringcentral.com\/us\/en\/blog\/bitrix24-alternatives\/\">17. Bitrix24<\/a><\/h3>\n<p>Not all of the best apps for insurance have to break the bank.<\/p>\n<p>Case in point, Bitrix24 is totally free for agents working independently. The tool is a great way to test the waters of CRM software for agents who\u2019ve never used such a platform before. Features such as free email marketing, invoicing, and storage rival that of competing insurance CRMs without the price tag.<\/p>\n<p><img decoding=\"async\" class=\"aligncenter size-large wp-image-6199\" src=\"\/us\/en\/blog\/wp-content\/uploads\/2020\/07\/image4-120-1024x580.png\" alt=\"AMS and CRM apps: Bitrix24\" width=\"840\" height=\"476\" \/><br \/>\n<a name=\"NowCerts\"><\/a><\/p>\n<h3>18. NowCerts<\/h3>\n<p>NowCerts is an AMS designed to help agencies run more smoothly. Insurers are able to monitor policies, track commissions, and keep an eye on the performance of individual agents.<\/p>\n<p>The platform allows you to provide clients with a self-service portal to pay their bills and manage claims. NowCerts also accesses current and accurate policy information to avoid errors and omissions, keeping both you and your clients in the loop.<\/p>\n<p><img decoding=\"async\" class=\"aligncenter size-full wp-image-6200\" src=\"\/us\/en\/blog\/wp-content\/uploads\/2020\/07\/image12-26.png\" alt=\"AMS and CRM apps: NowCerts\" width=\"970\" height=\"493\" \/><br \/>\n<a name=\"SalesNOW\"><\/a><\/p>\n<h3>19. SalesNOW<\/h3>\n<p>SalesNOW markets itself as a simple and mobile-friendly CRM that\u2019s easy to customize to fit the needs of your business. Agents can use such a platform to manage clients and schedule face-to-face meetings.<\/p>\n<p><img decoding=\"async\" class=\"aligncenter size-large wp-image-6201\" src=\"\/us\/en\/blog\/wp-content\/uploads\/2020\/07\/image11-27-1024x512.png\" alt=\"AMS and CRM apps: SalesNOW\" width=\"840\" height=\"420\" \/><\/p>\n<p>One of SalesNOW\u2019s signature features is the ability to integrate with contact forms to mortgages, resulting in speedy and near-instant outreach to leads from agents.<br \/>\n<a name=\"Jenesis Agency Management\"><\/a><\/p>\n<h3>20. Jenesis Agency Management<\/h3>\n<p>Jenesis\u2019 platform has been around for two decades, meaning that it\u2019s certainly stood the test of time.<\/p>\n<p>That said, don\u2019t let the old-school interface fool you. The platform makes it effortless to take notes on clients and track your tasks. Simple note-taking and time stamps highlight your client history and clue you in on to what\u2019s next.<\/p>\n<p><img decoding=\"async\" class=\"aligncenter size-full wp-image-6202\" src=\"\/us\/en\/blog\/wp-content\/uploads\/2020\/07\/image21-6.png\" alt=\"AMS and CRM apps: Jenesis Agency Management\" width=\"970\" height=\"587\" \/><br \/>\n<a name=\"Indio\"><\/a><\/p>\n<h3>21. Indio<\/h3>\n<p>Indio\u2019s goal is to simplify the insurance application process between agents and clients.<\/p>\n<p>Rather than deal with lengthy back-and-forth between yourself and leads, the platform enables you to customize applications from a library of pre-built templates.<\/p>\n<p>Need to include special fields or ask a particular question? No problem. With 5,000 insurer-ready templates, you can avoid repeat questions and needless communication. It\u2019s a win-win for you and your clients alike.<\/p>\n<p><img decoding=\"async\" class=\"aligncenter size-large wp-image-6203\" src=\"\/us\/en\/blog\/wp-content\/uploads\/2020\/07\/image23-5-1024x796.png\" alt=\"AMS and CRM apps: Indio\" width=\"840\" height=\"653\" \/><\/p>\n<h2>What do you think are the best apps for insurance agents?<\/h2>\n<p>If you\u2019re looking to boost your productivity and give your business a competitive advantage, your head\u2019s in the right place.<\/p>\n<p>These are some of the best apps for insurance agents to make it happen.<\/p>\n<p>And again, we\u2019re probably biased, but we can\u2019t stress enough the importance of effective communication when it comes to getting in touch with your clients and leads. With the help of <a href=\"https:\/\/www.ringcentral.com\/\" target=\"_blank\" rel=\"noopener noreferrer\">RingCentral<\/a>, you have the ultimate platform to tackle calls, virtual meetings, and everything in between to win more business.<\/p>\n<p>&nbsp;<\/p>\n<p>&nbsp;<\/p>\n<hr \/>\n<div style=\"font-size: 14px;\">\n<p><sup>1<\/sup> <a href=\"https:\/\/www.formstack.com\/blog\/2019\/insurance-productivity\/\" target=\"_blank\" rel=\"noopener noreferrer\">formstack.com\/blog\/2019\/insurance-productivity\/<\/a><\/p>\n<p><sup>2<\/sup> <a href=\"https:\/\/www.pandadoc.com\/customers-case-study\/agency-revolution\/\" target=\"_blank\" rel=\"noopener noreferrer\">pandadoc.com\/customers-case-study\/agency-revolution\/<\/a><\/p>\n<p><sup>3<\/sup> <a href=\"https:\/\/gsuite.google.com\/customers\/streetsmart.html\" target=\"_blank\" rel=\"noopener noreferrer\">gsuite.google.com\/customers\/streetsmart.html<\/a><\/p>\n<p><sup>4<\/sup> <a href=\"https:\/\/www.campaignmonitor.com\/blog\/email-marketing\/2019\/08\/best-email-marketing-examples-for-the-insurance-industry\/\" target=\"_blank\" rel=\"noopener noreferrer\">campaignmonitor.com\/blog\/email-marketing\/2019\/08\/best-email-marketing-examples-for-the-insurance-industry\/<\/a><\/p>\n<p><sup>5<\/sup> <a href=\"https:\/\/www.profitwell.com\/blog\/renewal-rate\" target=\"_blank\" rel=\"noopener noreferrer\">profitwell.com\/blog\/renewal-rate<\/a><\/p>\n<\/div>\n","protected":false},"excerpt":{"rendered":"<p>If you\u2019re an insurance agent, your end-goal is to spend most of your time bringing in new business. The reality, though? Tedious tasks are probably eating up a ton of your time. Paperwork. Data entry. Emails chasing renewals. The list goes on and on. These tasks aren\u2019t just a time-sink: they prevent you from building &#8230;<\/p>\n","protected":false},"author":29,"featured_media":46238,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[17901,18669,28378],"tags":[18220,18221,18222,18223,18224,18225,18226],"class_list":["post-42224","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-business-leadership","category-verticals","category-professional-services","tag-apps-for-insurance","tag-apps-for-insurance-agents","tag-best-apps-for-insurance","tag-best-software-for-insurance","tag-insurance-apps","tag-insurance-software","tag-software-for-insurance-agents"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v19.3 (Yoast SEO v27.2) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>21 of the best apps for insurance agents to win more business | RingCentral Blog<\/title>\n<meta name=\"description\" content=\"Looking to eliminate tedious tasks and spend more time scoring clients and contacts? 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