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Must-Have Tech Tools for Insurance Agents This 2022

August 12, 2022

Aloware is a contact center software built to supercharge sales and support operations with unlimited calling, texting, and automation tools that can be integrated with everyone’s favorite CRM.

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. 

Benefits of Using Modern Tech Tools As an Insurance Agent

Technology is in a constant state of change. New advancements in tech tools for insurance agents make your business more efficient, allowing you to serve your customers better. Staying up-to-date with the latest technology can provide your business with several significant benefits, such as the following:


  Stay Organized

You juggle numerous tasks every day. Along with obtaining price quotes and assisting with policy changes, you help customers file claims, manage countless administrative tasks, and market your insurance business to attract new customers. 

Using modern tech tools, you can stay on top of everything you need to do. Staying organized alleviates stress, increases your productivity, and gives you more time to spend with your customers. 

  Stay Connected

Staying connected with your insurance customers allows you to build relationships with them. Your customers are more likely to turn to you for help when they need something rather than choosing someone they don’t know well or taking the seemingly more convenient online insurance route. Modern tech tools allow you to stay in touch, create personalized offers, and foster trust.

  Stay Competitive

Technology changes fast. Tools from a few years ago might not provide the same benefits as more recent developments. Investing in modern tech tools will help you keep up with and even surpass your competition. 


  Increase Reach and Grow Sales

The internet has allowed you to expand your reach farther than ever before. Effective digital marketing tactics, a solid social media presence, and the right tools can help you get in front of prospective customers and encourage them to seek more information.  

  Automate and Save Time

You only have so many hours in a day. You can use modern tech tools to automate many of the smaller, often more time-consuming tasks, giving you more time to focus on your current customers and nurture new leads. 

Must-Have Tech Tools for Insurance Agents in 2022

Below are the top tech tools for insurance agents. These can help you operate more efficiently and grow your business.

1. 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.

More automated workflows mean you can meet customer needs, which can help ensure their satisfaction and improve customer retention. 


2. 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. 

HubSpot has an entire CRM platform with various marketing, sales, customer service, and operations software. The free version of the sales CRM software can help you gain deeper insights into your prospects, schedule meetings, share documents, and more. The paid version offers a full suite of sales CRM tools, including task automation, custom reporting, and predictive lead scoring. 

3. 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. You have unlimited calling capabilities, which allow you to nurture every opportunity and build lasting relationships. You can also take advantage of smart automation tools and assign triggers based on your prospects’ behaviors. 

4. 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. 

Thryv is an all-in-one customer experience platform. Along with payment processing, it includes tools for customer relationship management, online presence, reputation management, and many more. You can sync your existing calendar and enable online booking and payment processing to collect payments before, during, or after each appointment. The software also allows you to tag customers based on specific claims and sort them based on their policy. 

5. 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 log-in 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 to 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 those strong relationships with various customer engagement tools. Schedule your demo today to learn more about how Aloware can help your insurance business thrive.

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