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Top 7 Apps for Insurance Agents


Being an insurance agent can be a hectic job especially when it comes to selling the insurance policies to your esteemed clients. In addition to that you need to keep track your many customers and the projects in relation to managing them. Fortunately, Smartphones come in handy in performing these types of activities for you. They are specially designed for the modern man in making his everyday work easier. They have special tools that allow you to achieve this. As a result there are a number of apps for insurance agents that come with this.

#1 The analytics pro: With this kind of app, you will be able to monitor your visitors effectively. This is achieved as the app provides reliable and accurate data that is essential in the expansion of your target market. As a result, you will be able to get more clients for your business and hence effective.

#2 The Instapaper: With the current trends business, there is hardly any time to do anything given the limited schedule. This type of app is designed in such a way that it saves and later reminds you to read an important article. It therefore works in the same way as a book sign and saves the article in text form in your Smartphone. This will help you to gain quick access to the article without visiting the web page. As a result it will keep you up to date with the current trends in insurance and hence help you to get ahead in your work.

#3 The GoPro: This is a professional app that is aimed at managing your time and events effectively. Therefore, as an insurance agent you will be able to provide professional services to your clients within the required time. In addition tot that it is able to accommodate all the essential data that you may require to preform your professional duties. This makes it cost effective and hence reliable.

#4 The SplashTop: This is one of the most effective apps for insurance agents. With this type of app, you will be able to access important information from your desktop computer at home, straight to your Smartphone. This is convenient as you will be able to confirm vital information of a particular client that is not in your Smartphone but it is on your PC. This means that you will be updated all the time in your work and hence effective. In addition to that you will be able to access high quality audio and video from your PC.

#5 The Ready to Retire app: This application will help you as an insurance agent to help your clients to find an effective retirement plan for their future. This is because it is designed to help clients in setting their future goals and objectives. In addition to that it provides a detailed guideline on how to achieve these future goals. In that case the client will feed the app the required information where he or she will receive a viable retirement plan to adopt. This will help your clients to secure their future plans.

#6 The NestEgg app: This application tool is essential when it comes to monitoring your finances with ease. In that case, it is able to monitor costs, income, taxes, savings and assets as a whole. With this type of app, you will be able to manage the assets of your business in a professional manner.

#7 The NoteShelf: This type of application allows you to personalize your notes by highlighting the important information in your notes. In doing so, you will be able to pass over your notes quickly with ease when you are in a hurry or tired. This will help you to locate the contacts of your clients and hence keep track of them easily. The app comes with 17 different colors to help you highlight the important data in your notes. It is user friendly as you will be able to do this with the use of your finger and hence reliable.

Written By

This post has been written by Kelly Smith. She loves to write about Technology and Finance. She recommends for providing best life insurance quotes for young adults.



  1. Abhay

    September 28, 2013 at 2:22 pm

    Ready to retire and Splashtop are best and am gonna try them for sure.Thanks for the list.

  2. Dales

    February 24, 2014 at 2:51 pm

    I prefer the Analytics app. Analyzing data is my hobby.

  3. Mike Randles

    February 28, 2014 at 12:59 am

    Excellent post. These apps look like they would really come in handy.

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