With all the technology out there today, it can be difficult to tell which ones are the most helpful for insurance brokers. Here are our favorite tools that we think are best.
The Scannable™ App
Endless stacks of papers and disorganized documents should be a thing of the past for insurance brokers. However, slow and clunky scanners make it near impossible to efficiently make the transition to the digital world. The same company that created Evernote has released a brand new app made specifically to solve these problems. Scannable™ allows the user to simply scan the documents with a quick, seamless interface and save them directly to Evernote to be organized. This app is a must-have for insurance brokers. Check out Scannable™ at https://evernote.com/products/scannable/.
The TriggerBox for Insurance Brokers
Email is not a good way for insurance brokers to send insurance forms that contain sensitive information, such as your account numbers or social security number. It is not secure enough and can be easily intercepted by identity thieves. A better approach is to upload your documents to a secure document storage platform like TriggerBox, which notifies the recipient via email. Once they get the email, they can download the document securely through TriggerBox. Some people use Dropbox for sharing sensitive documents, but they’re simply not secure enough. For confidential client information, you need to use a service that both encrypts the document when being sent over email and keeps the document encrypted when stored there. The TriggerBox is a low-cost service that allows you to send documents to your client. Your client doesn’t need to have to have a paid license of the TriggerBox to download the documents or send some back. Here is a quick video that shows how it works. You can get a free 30 day trial here.
In an increasingly digital world, it is becoming more and more important to safeguard sensitive information, keep your documents organized, and streamline team efficiency. We hope you find these tools as useful as we do!
Now that you’ve got your workspace organized, it is also a great idea to organize your workflow. Enter Zoho CRM, a sales force automation software that has revolutionized productivity. Zoho CRM is by far the most efficient way to manage and prioritize tasks for teams. Not only does it keep track of tasks, goals, and clients, it also forecasts revenues based on data stored within the software. This is a leap forward for the productivity of companies with large teams and seemingly endless tasks. You can find out more at their website: https://www.zoho.com/crm/.
Know about a useful tool that we missed? Let us know in the comments what you think.
We hope you enjoy our blog, we share tips about lifestyle improvement, estate planning, travel, technology and organizing your digital life. If you like this post, you may like these as well:
- 4 Powerful Tools to Keep You Organized
- How to Declutter your Digital Life
- 3 Technology Life Hacks for Moms