The Must-have Tech Tools and Apps for Insurance Agents

By  //  February 17, 2022

As an insurance agent, you send out quotes, answer questions about insurance coverage and help people find the right insurance for their needs. But what happens after? As you know, there’s a lot of legwork to be done after the sale is made.

It’s important not to forget about your clients even if they aren’t paying you anymore. You need to be just as helpful after the sale as you were before. That’s why it’s important to stay on top of technology and use tech tools such as apps and software that can help agents provide better service.

If your clients want updates about their policies or they ask questions about what’s covered, they expect timely responses. But you can’t always deliver those responses if your account management software isn’t up to par, which means you’ll have to go back and forth with them manually. 

Fortunately, there are tech tools that make it easy for agents to give their customers the service they deserve. Here’s a look at some of the best apps for insurance agents  to help you become a tech-savvy agent:


Host meetings right from your mobile device using GoToMeeting. The best thing is that you can invite guests via text message or email. And once they accept, you can host a meeting with them. 

You can also present content through your browser and meet face-to-face via video chat. Insurance agents will love this app because they can talk to clients and team members in real-time. No more back and forth emails.

GoToMeeting is well-known for its top-notch privacy and security, with well-built security features such as AES-128 bit encrypted video and audio data and risk-based authentication. What’s more, this mobile app outperforms other video platforms in terms of ease of use, video quality, and reliability. It also has seamless integrations with Microsoft Teams, Google Calendar, Outlook, and Slack applications.

Allstate Agent Mobile

This app is available for download on Google Play and the App Store. It provides insurance agents with a platform to access essential documents instantly wherever they are. 

When it comes to scheduling meetings, taking notes during conversations, or looking up customer details, this app does its job brilliantly. Allstate Agent Mobile is available for free on both Android and iOS. 

Mobile Doc Scanner

With its advanced features, this app can help agents scan documents while they are out of the office or traveling. It enables them to capture information anytime and anywhere using their mobile device’s camera. 

Once scanned images have been uploaded into the system, agents can access them from anywhere and share them with their clients or colleagues. Mobile Doc Scanner is one of the best apps for insurance agents to scan documents, organize leads, generate quotes in minutes and track each step along the way – all on mobile devices. 

It’s available on Google Play Store and App store at a price tag of $19.99 per month. 

Mobile CRM

Mobile CRM is an application with a wide range of features to help insurance agents manage their business in the most efficient way possible. 

It includes all necessary tools for lead management and customer relationship building, sales tips for 2022, and mobile marketing automation features that any insurance agent can use at no cost. This app is available on Google Play Store and App Store for free.

Mobile Sales 360

Mobile CRM’s sister application offers many features to help insurance agents sell more effectively. It includes setting up appointments with customers or potential clients and receiving instant notifications about customer activity via SMS and email alerts. 

Insurance agents can also create proposals and invoices on the go with this app. Mobile Sales 360 is available for free on Google Play Store and App Store. 


Asana is a free task management app that can be used by insurance agents for their daily tasks and projects, as well as to collaborate with colleagues. It enables them to organize activities in the form of “tasks,” which need to be completed (or achieved) within a given period, such as hours or a specific date range. This app is available on Google Play Store and App Store.

Mobile Lead Manager

This digital tool helps you create leads using mobile devices while minimizing the need for paper-based forms. 

Mobile Leads allow you to capture customer information through a simple and easy-to-use form sent directly to your email’s inbox. You can then follow up with leads on the go, saving valuable time. Mobile Lead Manager is available for free on Google Play Store.

Mobile Forms

This app is available for free on Google Play Store and App Store. It enables agents to create, send, collect signatures, track the status of completed forms, and schedule follow-up reminders via SMS or email. 

Mobile Forms offers a secure way to share documents while maintaining complete control over the data at all times. Plus, it integrates with many third-party applications.


ScanBizCards is an excellent app for reducing clutter and keeping a record of folks you’ve met face-to-face. You can get rid of the digital clutter by storing all your cards in one place. The app also scans cards in 20 seconds and exports the data into your CRM. This app is essential for insurance agents attending various events and meeting potential customers.

Closing Statement

These apps can undoubtedly simplify the hectic life of insurance agents. Plus, it can help them stay prepared and improve their mental clarity. Embracing these tools could be the only thing you need to increase your insurance sales. The more efficient your workflow process as an insurance agent, the more time you’ll have to chase down quality leads than making cold calls.