Manage Your Life Insurance Leads with These 5 Mobile Apps
Just a few decades ago, the Internet changed the way business was done across nearly every industry. These days, mobile technology is the driving force behind progress, and nowhere is that seen more than in the plethora of smartphone apps that can be used for everything from creating works of art to running a company.
Managing your life insurance leads can become an on-the-go task if you have the right mobile app in your corner. Here are our top choices for helping with insurance agency marketing, insurance marketing strategy, lead management, and more.
1. Evernote
This app is frequently cited for business management, and for good reason. At first glance, Evernote appears to be a well-organised document creator, offering users “notebooks” filled with individual documents or notes that can be imported, or created right in the app. Even the notebooks can be grouped into larger “stacks”, making it simple to organise projects, yearly meeting notes, or even run separate businesses in one app.
But where Evernote becomes more helpful for managing life insurance leads, is in all the extra features. It’s easy to scan documents and business cards, import photos, and keep it all organised. Advisers can chat with each other, or with clients or other partners, linking to a specific document only, or sharing an entire notebook with the chat group.
Emails can be imported or sent directly from the app, and it syncs across all devices at the upper tiers. If you’ve ever had trouble keeping your life insurance leads, insurance marketing strategy, or other elements of your business organised, Evernote is a great workhorse app to do it all.
2. Life Happens Needs Calculator
Want to meet your life insurance marketing quotas on the go? The Life Happens Needs Calculator by Life Foundation app is a life insurance calculator that can be used in just a few seconds to show a potential client how much they actually need to care for their family or debt in the event of their death.
While it’s not a unique tool for an insurance agency, marketing becomes much easier when you’re able to do it anywhere and everywhere. Plus, you can let your potential clients know about the app ahead of a meeting, and they can spend some time becoming familiar with the numbers you’re likely to be discussing.
This can help them be ready to face the reality of what they need to consider purchasing, and because the Life Happens Life Needs Calculator isn’t operated by a competitor, you don’t have to worry about promoting another company when you recommend the app.
3. Social Networks
There are four main social networks that life insurance agencies are typically concerned with– LinkedIn, Facebook, Twitter, and Google+. In addition to your company website, these spaces will be your main lead-generating resources for any online insurance marketing strategy that you have.
Which social media website you use will, be dependent on your own insurance agency marketing plans, but you should almost always have the app, and a company-specific account that you can use on a regular basis.
The key to using these apps to manage and generate leads is tailoring your approach to each one. Twitter users expect to see bite-size information and links to blog posts, whereas LinkedIn is more business and long-form focused.
If you are tech-savvy and want to combine your efforts into one app, consider a management suite, like HootSuite, for all the major social media sites.
4. Insurance Journal
This isn’t the most exciting app ever, but as the longest running news publisher in the insurance business, having Insurance Journal directly on your mobile device is a great way to keep up with everything that is happening in the industry.
Search via region so that you’re only getting the most relevant information to your life insurance agency. Marketing isn’t necessarily affected by having this app, and perhaps neither is lead management; but being connected to the right information can make you a better sales adviser, and that does go a long way to converting leads into clients.
5. Insurance Provider Apps
Nearly every insurance provider that you sell for will have their own company app. Farmer’s Insurance Group, Safeco, AmFam, Progressive, and any other major insurance brands you care to name all have their own mobile apps. These may not be something that you reference very often, but they’re far more convenient than carrying a notebook full of contact information.
A big reason to use these apps yourself is so that you can help your clients navigate them as well. If a client is able to look up information about their policy, or see what else their insurance provider has to offer, directly on their phone, they are less likely to call another insurance agency looking for more information.
With these five apps, you can manage your life insurance leads, take your insurance agency marketing to the next level, and stay connected to your business anywhere you are.





