5 Online Tools Every Independent Insurance Agent Needs

January 12, 2017

How many times have you been doing something at work and thought to yourself, “Man, there’s got to be a better way to do this,”? In a world where it seems like there aren’t enough hours in the day to get everything done, it’s crucial to work efficiently. It may seem like the rise of technology is adding more items to your to-do list each day, but with the right tools, getting organized and working faster is easier than ever. Check out these online applications that’ll take the burden out of working as an independent agent so you can focus on what’s important:


In a previous blog, we discussed the benefits of becoming a paperless office. Not only is it a hazard to the environment, physical documents can only be accessed from your office and are easily lost or misplaced. DocuSign is a service that allows individuals to electronically exchange and sign documents and contracts. Forget snail mail, fax machines, or having clients need to physically stop in the office, DocuSign allows you to securely sign, send, and store any document from any location.


Evernote is an app designed for taking notes and organizing/storing information. Instead of the cluster of sticky notes on your desk or unorganized files on your desktop, Evernote acts as a digital notebook and organizes everything for you. Keep the app open while you work and use it to jot down important info while you’re on a call or to make a quick list. You can also store files, photos, articles, and more, and then easily find it with Evernote’s powerful search technology later on.


Dropbox is a cloud-service used for file sharing. Instead of sending documents individually and then re-sending them when they accidentally get deleted, upload them to a Dropbox where your employees can access them at any time. Dropbox can be installed on an internal network (the computers in your office) and also accessed remotely from the internet. Once you share a file, those with access to the Dropbox can make changes and re-share it, and all original copies are saved.


OmniFocus is for the person that just can’t seem to get organized and stay on task. OmniFocus is an app that organizes all of your routine activities (from simple tasks to major life goals) and breaks them down for you in a way that is manageable and realistic. The app will show you deadlines, completed tasks, periodic reviews, and will sync everything from your mobile devices to your desktop. OmniFocus is the ultimate way to combat poor time management skills.


You know the importance of marketing as an independent agency, but that doesn’t mean spreading the word about your company is easy. MailChimp is an email marketing service that allows you to create, design, and send mass emails at once. Users can create specific lists of recipients and send emails to different groups of people accordingly. MailChimp is very user-friendly and you can easily send professional-looking promotional emails out in no time.

There are countless other useful online platforms for independent insurance agents and small business owners alike, but these are just a few of our favorites. The best part is that all of these services are accessible from any Internet-enabled location, so you can stay on top of things even when you’re not at the office. Remember that time is your most valuable resource, so utilize the tools available to you to become more organized, efficient, and successful!