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Must-Have Software Tools For Insurance Agents In 2023

As an insurance agent, you help customers understand their coverage options, find policies that fit their needs, navigate the claims process, and so much more. Even with the rise of online insurance, knowledgeable and experienced agents are still in high demand. The U.S. Bureau of Labor Statistics (BLS) projects that insurance agent employment will grow 7% between 2020 and 2030. The right tools are vital for staying competitive in the industry. In an increasingly more digital world, insurance customers expect a lot, and you need to be able to deliver while balancing all of the tasks necessary for running and growing your business. Below, you’ll learn about some top must-have tech tools for insurance agents to help you succeed.

Document Management Software

Formstack allows you to automate and streamline the management of essential insurance documents with digital workflows. The software helps you create detailed intake forms and digital agreements with ease. You can generate custom quotes, proposals, and renewals, as well as accept digital signatures, automate the claims process, and collect customer information online.

CRM Software

Customer relationship manager (CRM) software stores all the information you have about your current customers and leads in one convenient location. Along with keeping you organized, it can analyze and personalize your interactions with each existing or prospective customer.

Customer Engagement Tool

Engaging with your customers and leads is essential for building and maintaining relationships. It also plays a significant role in customer retention. Aloware makes this possible with various customer engagement tools, including CRM phone systems, texting, and sales automation. It also integrates with some of the top CRM software solutions, including HubSpot. Using Aloware, you can send SMS messages at scale, keeping your customers updated about your insurance business.

Payment Processor

To keep your business running, you’ll need to collect payments. Thryv streamlines the process, allowing you to build and share professional coverage estimates, share multiple quotes, attach policy terms, and process premiums online.

Password Manager

All of your tech tools are going to need secure passwords. As tempting as it may be to use a physical notebook or sticky notes, these methods of remembering your new login credentials are far from secure.

A password manager allows you to keep track of your passwords, so you’ll only need to remember one. LastPass does the work of creating, retaining, and filling in your credentials for you, helping you avoid the stress and frustration that comes with forgetting and needing to reset passwords. The software keeps all of your sensitive data safe, eliminates password reuse, and helps to reduce the risk of data breaches.

Amplify Your Efforts with Insurance Agent Tools

Equipping yourself with the top tech tools for insurance agents can prepare you to meet customer demand and stay ahead of your competition. These tools can help you stay organized, keep in contact, and convert more leads. You’ll also be able to build relationships with your customers that will keep them coming to you for all of their insurance needs.

Aloware can help you build strong relationships with various customer engagement tools. Schedule your demo today to learn more about how Aloware can help your insurance business thrive.