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6 Awesome Time-Saving Apps for Busy Insurance Agents

Taylor Landis
September 9, 2019

For busy insurance agents, client meetings, researching plan options, setting up calls and more take up a lot of time. Countless apps exist to help meet the need to make the most of every hour in the day. We’ve narrowed down the field to a handful of time-saving apps for busy insurance agents to be more productive both on the job and in your time away from the office.

1. Stay in the Know

When you have a few minutes between meetings or while waiting for an appointment, we’ve all scrolled through the news and found articles we want to read but don’t have time yet. If that sounds familiar, then this handy time-saving app is just for you. Pocket allows you to save articles, videos, and recipes you find when browsing the internet or reading Twitter and come back to them with you have time to read.

Bonus Tip: you don’t need an internet connection to read what you’ve put into Pocket. Perfect for reading while traveling or during a flight!

2. Make a Better To-Do List

Wunderlist helps organize and execute your to-do list. Share your lists with others, set due dates and reminders, and access your lists across multiple devices and operating systems. Whether you’re planning a vacation, shopping for a party, or throwing an event, Wunderlist can help you with your professional and personal projects.

3. Improve Work/Life Balance

Having a busy schedule means your personal and work life can feel unbalanced. Whether it’s a trip that needs to get booked, or you can’t seem to find a calendaring system that works for you, Zirtual can help you find a virtual assistant. Virtual Assistants, or VAs, are all detail-oriented and highly trained individuals who undergo a multi-step vetting process to ensure they meet the Zirtual standards.

4. Keep Your Files Organized

Depending on where your client meetings take place, you may not always have access to typical office equipment. The Dropbox app allows you to access all of your filesphotos, spreadsheets, videos, etc., from any device. You can also control edit access, ensuring that files you share can’t be accidentally changed. You can share files with anyone, even if they don’t use Dropbox.

Bonus Tip: Dropbox is an excellent way to share large files that you have trouble sending over email.

5. Send a Thank You

It’s hard to beat a hand-written thank you note. Your clients will be touched that you took the time to personally send them a message after your business transaction has completed. This seemingly simple gesture can be more time consuming than it appears. Do you have cards, envelopes, and stamps? If you don’t have the necessary supplies at hand, the easy thank you card starts looking like a major pain.

The time-saving app Felt wants to bridge the gap. Felt offers countless design options, including using your own photos, handwriting a message or drawing a doodle. Then they’ll seal it, stamp it, and send it.

6. Automate Your Marketing

Writing and sending email newsletters, posting content on social media, gathering referrals, and tracking engagement are just a few pieces that go into completing a marketing strategy.

OutboundEngine saves time by doing all of these tasks and more for your business. It helps busy insurance agents save time and keep their names top of mind with their networks. See how OutboundEngine can help you by scheduling your free demo.


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