Must Have Technology For Insurance Agencies of All Sizes

Technology Every Insurance Agency Should Have

Technology is an essential part of everyday life, and there are a lot of different ways it can benefit your insurance agency. It’s important to have the right technology fit for your agency, and that doesn’t always mean being equipped with the latest and greatest.


  • Agency Management System
  • Website
  • Email

If you’re a small agency starting out, you need to begin using an Agency Management System as soon as possible. This allows insurance agents to keep track of client information, finances, policy information, and more all in one place. Of course you will also need a website and email so that clients can reach you. It may seem like common sense to have these three essentials a part of your agency, but are you using them to their full potential? Having a website that is not up to date or optimized for mobile users can really hurt your site traffic and cause a high bounce rate. As for email, it’s been around for a long time now. Here are some tips for utilizing your email to generate more leads and sales.


  • Up-to-date software
  • Dual monitors
  • Office phone

Is the software at your agency up to date? All agencies should be making sure their computers and software are not outdated. Using older versions of software can lead to security breaches. Your clients’ privacy should be a top concern. Some people may debate office phones as old tech since everyone has a cellphone. However, having a direct office number is often perceived as more professional.  Agents who like to work out of the office can choose to share their mobile number with clients. Whether you’re at the office or at home working, having dual monitors has been known to increase productivity for insurance agents. This setup allows agents to have multiple documents and browser tabs open at the same time.

Whether your insurance agency has been around for a while and whether it is big or small, these are essential technologies to incorporate. Use the basics to their full potential to help build your agency’s efficiency and customer service.

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