This digital age can be difficult to keep up with, especially in the insurance industry, and especially for agency leadership. You know as well as we do that there is always a new tool or program coming up, but who of us has time to delve into each and every one?
On the flipside, these digital tools can be incredibly valuable to your insurance agency, so don’t write them off just yet! In today’s world, they are going to be necessary.
To simplify things for you, we have put together a list of our top 6 user-friendly, growth-oriented, valuable digital tools for agencies. Take a look:
“Sell. Retain. Analyze. Built to grow your Book of Business, AgencyZoom helps you automate time-wasting tasks, grow faster, and retain more customers.”
What more is there to say? Automate your agency, save hours. AgencyZoom has tools to automate email campaigns from early stages of prospecting to renewals and retention. It is built for a whole list of possible integrations, including multiple Agency Management Systems, and other tools such as Twilio. You can also take advantage of the integration with Google programs in order to boost your Google Reviews, and ultimately, your Google ranking.
Check it out. And let us know if you need a consultation!
“InsuredMine is the All-In-One Insurance CRM made by insurance agents for insurance agents.”
An InsuredMine slogan is, “Growth is not an option,” which sounds pretty good, doesn’t it? This program has a unique style and functionality compared with other pipeline management tools. Also filled with pipeline automation and 20+ integrations, it works toward agency growth and efficiency. As far as choosing between these two programs, we say find what works for you!
“Grow your business through the lost art of keeping in touch. Mass blast email marketing won't cut it anymore. Break through the clutter and stay top of mind with Levitate.”
Levitate advertises as a program for “keep-in-touch marketing”--a term we absolutely love, because that’s exactly what keeping in touch with your clients is: marketing. Levitate is an asset to any agency. It has seamless scheduling options and endless email templates already built in based on seasons, policy type, campaigns, etc. Plus the option to use their monthly newsletter template or design your own HTML newsletter. With this program, you get a quarterly consultation with one of their account managers to make sure you are on track. You might also consider bringing in a third-party manager to completely run and manage your Levitate, so you get the results without the stress (Psst. we offer that here at Robertson Consulting!). The results and open-rates are worth the pricing!
“Save Time. Send Ringless Voicemail Drops. Stay Personal. Slybroadcast is the productivity tool that saves the day for busy, efficient professionals.”
Because who doesn’t want to be able to make hundreds of phone calls in a matter of minutes?! Slybroadcast allows you to pre-record voicemails, which they then deliver through ringless calls to your chosen contact list. It is simple to use and an excellent alternative to time-consuming renewal calls or mass messages, just ask any agent who has used it!
5. Lightspeed Voice®
“Lightspeed Voice® connects your business, gives you dynamic contact plans, and automates your sales processes so you can maximize your time and stay connected with your customers. Fully Featured Phone and Communications Platform + Automated Sales Performance Tools that Let You be Amazing.”
Lightspeed Voice® focuses on consistent connection between you and your clients, and how to automate that process. From call recording and routing, to automated texts and emails, to follow-up plans, and team management, Lightspeed simplifies it all. While not specifically built for insurance agencies, we’ve seen it customized and we know you can make it work for you too. This program also integrates with some of the major Agency Management System, AgencyZoom, and InsuredMine.
“Automate your insurance applications. Spend less time bookkeeping and more time doing. Goodbye tedious email chains and PDF supplementals. Hello simplicity. Designed by industry veterans to reduce your sales cycle and delight your clients.”
Does that sound like a win to you? Yeah, we thought so too! Wunderwrite is in the business of automating insurance applications to minimize paperwork and time-consumption. This program functions for both new business and renewals, so you can set aside some of that busywork that keeps you from what you really need to be doing (We know. Been there.). Some of the best things about Wunderwrite: collaboration with other team members, work-from-anywhere mobility, and notifications when things get done. They also have an automation option for filing claims coming soon!
We’ve given you a lot to chew on with these 6 digital tools. So maybe you won’t be able to jump in on all of them at once, but if even one looks like a solution to a problem you’re facing, it’s a win!
The thought of incorporating yet another program or tool can be daunting, but the long-term benefits of each of these are outstanding. Fortunately, we are happy to offer consulting and setup options for several of the agency automation programs listed! Reach out to us to discuss those options or check out our other services. We want to see your agency thrive.