5 Online Resources You Need Now As An Insurance Agent

Published on June 21, 2021

Running an insurance agency is much different than it was twenty years ago. In fact, even just ten years ago there were significantly fewer online tools available to agents. Fortunately, insurance professionals have a slew of options when it comes to online resources for their agencies. 

From productivity to prospecting and everything in between, software and apps have made running a business much smoother and easier than it used to be. 

Here are a variety of resources to get you started. 


This software is perhaps one of the more well-known options on the market and for a good reason. DocuSign eliminates tedious paper processes and creates a fast and manageable workflow for signing documents. Increase your closing rates and reduce the time wasted by tracking down signatures.

Another perk of DocuSign is the reduction of errors and omissions within documents. Send accurate documents to clients each and every time without second-guessing anything. 

Simple plans start at just $10/month per user. 


Call Logic

If you are utilizing cold calling at your agency, an autodialer is a must. Call Logic is a highly capable autodial software with an abundance of features for efficient performance. This software offers integrations, reporting, call campaigns, a manager dashboard and much more. 

Something important to note when using an auto-dialer: Make sure you have access to do-not-call lists for the areas you’re trying to reach to make sure you aren’t auto-dialing people on those lists.

Pricing starts at $56/month per user with annual billing. 



If you’ve never taken advantage of automation software, you are definitely missing out. Zapier gives you the ability to connect the apps you use on a daily basis to make automation in your business a breeze. From Facebook ads to Quickbooks and email, Zapier can save you mounds of time in a day. 

For example, you can set up a “zap” to alert you via email when a new lead comes in from Facebook and subsequently have a task set up in your project management software. 

You can set up several zaps for free. Pricing starts as low as $20/month billed annually. 



Trello is a team collaboration software that can help your agency stay organized. With boards, lists, and cards, your team can easily track projects and tasks and never miss an assignment. Trello can also integrate other apps your team may already use. Give it a try! 

Your team can start using Trello for free. If you need more functions, pricing starts at just $9.99/month per user. 


A Qualified Lead Source

Lead generation is the lifeblood of your business. While you are most likely already utilizing many sources for leads, an online supply can also be valuable. 

Fortunately, American Senior Benefits offers lead and email programs through multiple lead sources, so you can get matched up with more leads in less time. American Senior Benefits’ lead program is multi-touch and no-risk: You only pay for what you use.

You can read all about the extensive toolkit provided by American Senior Benefits here: https://americanseniorbenefits.com/toolkit/

This list just covers a few useful online resources for insurance agents. There are literally hundreds of exceptional apps and software subscriptions you can use to streamline processes at your agency. Prospecting, marketing, sales, productivity, and every aspect of your business can be simplified. 

Have you used any of these services? We would love to hear from you!

Contact us today if you are interested in a career as an insurance agent. 

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