7 No-code Tools Every Insurance Agent Should Have

JUMOKE ADEAGBO

Content Writer
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Every 1 in 4 people will be unable to work due to health complications and retirement. About 50% of the population lacks insurance coverage.
Therefore, remove the nugget that the market is saturated, it is not. There are millions of people out there waiting for an insurance agent to close a nice sale with them.
However, did you hear about Asteya? We are one of the best income agency with a vision to secure your client’s income for their retirement time and promotes well-being, with a real-time payment for you and flexible payment for your client.
Why work harder when you can work smart? Why take a century to close a sale when there are tools that can provide you with useful information to close sales and increase your revenue?
In this article, your will know some no-code tools that are essentially built for insurance agents to make more sales and increase their revenue.

What is No-Code Tool

No code tool is simply technology tools built to automate, fasten, and ease your work, ensuring customer satisfaction and helping the growth of your business. It is a software platform that enables even an inexperienced person to use the platform without writing a single line of code.
Okay! Let’s get into seven essential no-code tools you should be using as an insurance agent that can increase your chances of closing more sales and increasing revenue.

Customer Relationship Management (CRM)

As the name implies, it is a technology tool that maintains customer-agent relationships without going through a lot of stress. CRM Is simply where you house your client data. It is a collection of clients’ data into a datasheet for easy search. It entails analyzing the history of customer interaction to enable better service and build a better client-agent relationship to tremendously drive more sales and revenue.
Inputting all your client details in a sheet gives you an easy search for your client details and manages their contact properly, thereby enabling you to do more follow-ups, make more sales and increase your revenue.
There are many CRM software tools to use, check the internet to get a suitable one for your business. However, Zoho, lead2client, and Bitrix are examples of suitable CRM insurance tools to use.

Agency Management System (AMS)

AMS is simply a plus version of CRM. It is an upgraded version specifically built for the insurance industry. It is a tool built for insurance agents to run their operations effectively.
It is a home for policies and reports of all the insurance agencies you are working with. Some agencies like Asteya have collated all their policies and reports and give access to download them directly to your AMS tool. So that when you input your client data, you can send it to different agencies that their policy and report are in your AMS tool.
Those agencies will send their policy and report for that client’s insurance type and you will be able to pick the suitable one which gives you more chance to close the best rate for your client.
Awesome right? So you don’t have to use a lot of time to search for the best deal for your client. There are several AMS tools online, you can freely search for them. Regardless, one of the suitable AMS tools is AgencyBloc.com.

Screen Sharing Telesales Tool

Face-to-face telesales is the most effective marketing tool for insurance agents. You don’t have to be restrained to over-the-phone marketing or passing through a lot of stress to meet with your client physically. There are automated tools that can transform your phone marketing call into a visual presentation.
A face to face marketing can transform your insurance marketing calls into an interactive and engaging session that can stimulate trust, close sales with your prospects, and increase your revenue.
Not only will these automated tools encourage face-to-face meeting but also enables you o show and interact about your company policy in detail and ask possible questions thereby increasing your chances of closing the sales.
This tool will enable you to manage your time and reach out to many prospects faster. The faster you engage with your interested customers the higher your chance of closing more sales with them and increasing your revenue.
As you know there are several screen-sharing telesales tools. However, one of the suitable ones to use is crankwheel.com

Quoting Tool

This is an automated tool that can make your insurance business much easier to do. It is mostly used for income insurance. All you need to do is simply get all the information about your prospect, and input it into the database.
The software will come up with a list of agency companies your prospect is qualified for along with useful information that can help you close sales with clients and increase your revenue.
There are several automated quoting tools you can search for on Google, nevertheless, Insurance tool kits is one of the suitable ones.

Automated Handwritten Postcards and Letters

A consistent and warm follow-up is key to making more sales and increasing your revenue in the insurance business. If you are to send greeting cards to about 100 clients how long do you think that will take you? Several hours’ right?
Why waste those precious time when you can save it and use it to market, advertise, get more prospect, and makes more sales?
Yes, there are automated software that is available to do all that for you. All you need to do is to list your follow-ups contact, craft your message and send it to them at the same time. This saves a lot of stress and enables timely messages or greetings to your clients.
When your prospect signs up or buys into what you sells it will automatically welcome them with a handwritten note, which is very appreciative to do.
Sending handwritten postcards or letters is an effective marketing tool in this business, it gives cl, n agent.
One of the suitable software for this function is thanks.io. However, there are numerous to explore, you can check them out on the internet for better preference.

Mobile Customer Relations Tool

Having a mobile app that can provide customer self-service is the best tool to ensure an agent-client relationship. It is a mobile app branded for insurance agencies to digitize and streamline your client’s information about their insurance deals directly on their phone.
It is a mobile app that enables your client to have access to their policy information, and have direct interactions with you anytime they need you.
With this Mobile experience app, you will be able to offer a customer agent relationship they want and also saves you time to do other marketing demand to close more sales and increase your revenue.
There are several suitable Mobile experience apps for the insurance business, however, one of the suitable ones is Insurance Agent App.

Social Media Marketing Tools

Don’t underestimate the power of social media. Social Media has been a tremendous marketing tool for insurance agents to communicate with their prospective clients. It is used to enable you to create and nurture deep connections and more engagement with your prospect to make more sales and increase your revenue.
Social media gives your brand an image that pays attention to customers and is easy to approach. Sharing valuable content and commenting on relevant trending news and topics will makes you vocal and enable your clients to feel more connected to you.
Study shows that 90% of business who market their brand on social media see an increase in their sales and revenue. Also, 48% of consumers trust people’s comments on social media when deciding to buy insurance.
Utilizing social media in a proper way can help boost the awareness of your brand and enables you to effectively reach out to customers on the platforms, they are using. One of the most popular social media many insurance agents use for marketing is Facebook.com

Work Smart not Hard

As an insurance agent, you don’t need to work as hell before you can make sales and increase your revenue. There are several no-code tools to use that can reduce stress, enables consistent and smooth follow-up, and gives you useful information to close sales with a client and increase your revenue. Why work so hard when there is a way to work smarter and more profitably?
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