The use of social media and mobile apps have changed the way insurance brokers do business.. Whether you are working in the office or on the go, mobile apps make many tasks easier. Need to streamline your processes or apply technology to save time and money? Don’t worry; there is an app for that .
Here are the top 5 apps every dental insurance broker should have:
Evernote: This app enables brokers to easily take and organize notes on the go. It is exceptionally useful for insurance brokers because it allows you to digitally store information for your business contacts on your phone. After taking a picture of a business card, Evernote will extract the relevant contact information and import the data to your notes so you never lose a connection!
Insuraccess: This Web-based client portal allows insurance brokers to store, organize, and share insurance policies and related documents with clients. Insuraccess means clients can instantly access insurance policy documents anytime from anywhere. An instant message board facilitates real-time communication between brokers and clients.
connectmogul: The connectmogul app permits agents to use their book of business and connect with current and prospective clients via text messaging. Based in the Cloud, it automates daily activities and enables brokers to upload their book of business and use templates to connect with customers. The app also helps the broker with cross-selling by automatically promoting insurance bundles to clients before renewal dates.
CamScanner: Use your smartphone as a document scanner using CamScanner. Like Evernote's camera feature, this app uses a smartphone’s camera feature to capture documents, such as policy documents, agreements, business cards, and articles.But CamScanner is all about the camera, and it also has a free version! A zoom function enables brokers to zero-in on scans. They can also backup, edit, sync or share documents on any mobile device, including tablets, PCs, or smartphones, as well as in the Cloud.
Feeder: Feeder is an app that aggregates news gathered from across the Web and stores it in one location. Brokers can then review the list of the articles and easily select the ones of interest with a simple tap of the fingertip. Feeder also allows brokers to share articles with other colleagues using browsers such as Google Chrome or Safari.
Happy downloading! And if you're still looking to take your insurance brokerage to the next level with technology, check out our free guide that goes over the Top Ten Tech Tools For Brokers below!