Four digital tools agents need

Save time and increase sales with tools you can use

Sep 30, 2022

A recent survey found that 93% of insurance agents believe digitizing their business added to the agency’s success, but 8 out of 10 agents also said they found it difficult to integrate tools into their agency. Here are four tools you can use today to capture more leads and increase sales!
  1. ESignature Tools - DocuSign
    There was a time when everything from mortgages to contracts needed to be signed with pen and mailed or given to the faxing gods in hopes that the legal document would make it to its destination on time and in one piece. Now, platforms like DocuSign make it easy to send, manage and sign legally binding documents within minutes. The best part is that all documents are stored on cloud servers. This means you can access and sign documents from anywhere.

    Seventy-eight percent of small business owners and 91% of middle-market business owners said that they want an agent who can meet their needs digitally, no matter their location. Adding this tool is quick, easy and satisfies your client's needs.
  2. Social Media Management Tools – Sprout Social and HootSuite
    Right now, you’re probably posting to LinkedIn, Facebook, Twitter, Tik Tok and any other social media platform created while you were reading this article. It’s challenging to manage them all individually, and that’s where Sprout Social and HootSuite can help. Focus on creating content, and these platforms focus on helping schedule, distribute and analyze your results all in one. Being able to see in real-time what content is performing best allows you to optimize content and focus on the platforms that actually work, versus sending content out and hoping for the best. Being strategic and measuring success will help you grow your brand.
  3. Messaging Apps - Slack or Teams
    Teamwork makes the dream work. When you’re gearing up for open enrollment, making sure everyone is on the same page is crucial. You know that time can be short and it can make or break closing a policy. Software like Slack or Teams helps improve communication and productivity. Whether that’s having a channel for large clients and important projects or a calendar that keeps everyone focused on the major objectives you need to accomplish, Slack and Teams have what you need. Don’t spend time chasing answers and using spreadsheets to stay on track. Be efficient and spend more time meeting your client’s needs.
  4. Customer Relation Management (CRM) Software 
    Seventy-four percent of companies surveyed said that CRMs give them better access to customer data and 92% believe a CRM is essential to achieving their goals. If you don’t have a CRM you’re missing out on client insights, effective and efficient data management and helpful sales analytics. When you or your team has their own system for cataloging leads and keeping track of client data, you’re likely having a hard time measuring success, creating effective marketing campaigns, and most of all staying compliant with regulations. If you don’t know where to begin, check out They’ve compiled the best CRM solutions for insurance agents that can be started with low monthly costs or for free. InsurGrid is also a great resource for finding the right CRM for your agency. Understand if an operational, analytical or collaborative style of CRM is right for your team and find tips on how to integrate CRM software into your current operations structure. Save time, organize data, and sell more policies.
Digitization is exciting and needed in today’s society. Start small. Slowly add digital tools to build efficiencies, manage data and increase productivity to ultimately gain more clients and sales.

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