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July 26, 2022

8 Mobile Apps for Insurance Agents and Top Performing Brokers


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Insurance agents focus on providing outstanding customer service and helping their customers find the best coverage for their needs. Unfortunately, these busy professionals are often buried in a sea of tasks (like paperwork, data entry, and emails) that leave them little time for interacting with customers. As an insurance agent, you're always on the go, and you can't take your office with you. That's why it's important to invest in mobile apps that will help you with your organization skills, time management, and time-eating tasks. This guide shares information about 25 mobile apps that can help you save time, scale your business, and spend more time with your customers.

What Can Mobile Apps do for Insurance Agents?

If you feel like you need to be in several different places at once to manage your busy schedule, you're not alone. It's a common problem for insurance agents. With your smartphone and the right mobile apps, you can get so much accomplished you'll think you finally achieved being in multiple places simultaneously. Mobile apps give you pocket accessibility to manage your business, organize your schedule, and chart your appointments. You can even contact customers while on the go and improve your customer service. The 2020 Applied Systems Digital Agency Report revealed that using mobile applications to improve how you manage your time can help you sell more policies. So, it turns out mobile apps can do quite a bit for insurance agents. They can help you save time, streamline your schedule, improve customer service, and grow your business.

AMS and CRM apps for Insurance Agents

A CRM system is a complete platform designed to help insurance agents build and nurture successful client relationships. A quality CRM allows you to store customer and prospect contact information, recognize sales opportunities, record customer service issues, and manage marketing campaigns in one central location. It can also help you save time by automating manual tasks. 

An AMS system concentrates more on managing your business. While it performs some of the same functions as a CRM, it's primarily designed to improve your overall business performance. An AMS is typically packaged as software as a service and can manage insurance groups, track agents, automate workflows, manage risks, analyze your business performance, etc.

Not all CRMs are designed for the insurance industry, so selecting an option that works with insurance workflows and function is important. Some of the best CRMs for insurance agents include:

  • Zywave
  • HubSpot
  • SAP Customer Experience
  • Zoho
  • Pipedrive
  • Insureio
  • NetSuite
  • Freshworks
  • Agencybloc
  • Vertafore
  • Radiusbob
  • Partner Platform
  • Better Agency
  • Microsoft Dynamics
  • Insly
  • NextAgency

Looking for ways to promote your agency on social media? Level-up your agency's social media presence to attract new clients with our 15 social media sales templates.

Our Top Picks of Apps for Insurance Agents

There are many insurance apps available to solve various issues for insurance agents. When looking for the best option for your agency, learn about the problems solved by each app and consider which solutions you need. With different insurance apps, it's possible to automate procedures, keep records of transactions, and process orders and payments. By trying out different applications, you can streamline your most time-consuming activities. Browse our top picks of apps for insurance agents to choose which products are best for your workflow.


Taking notes proves beneficial for all professionals with busy schedules, especially insurance brokers. Getting lost during your daily activities won't provide the focus you need to sell insurance policies, or even give you time to interact with prospects. Evernote lets you quickly take digital notes on the go. You can record audio, create checklists, and forward emails from the app. Since the platform works across multiple devices, you can easily transfer information to your computer or laptop.

Ring Central

This incredible app lets you control all your communications from one place while on the go. RingCentral is an advanced communications service offering several useful features. You can take phone calls while away from your desk, create reminders, connect with your team, and route inbound calls so you never miss a potential lead. The app can make conferencing easier as well. RingCentral eliminates the need to download different software and tools for every task. It manages every method of communication in one convenient place to make your life easier.


In the insurance industry, agents incur various business expenses. Keeping up with paper receipts in such a lifestyle is often impossible. Expensify helps agents maintain accurate expense logs by tracking all business spending from meetings to travel and meals. You can scan and store receipts, categorize costs, and track mileage. Expensify keeps track of your spending, so you can always access critical financial data and strategize on how to manage expenses.


Time management is often one of the biggest hurdles for insurance agents. RescueTime tracks your activities using websites and applications and lets you see just how much time you spend performing each task. With this information, you can take control of your schedule by finding new methods for the tasks you spend the most time on. It's also available on iPad for increased convenience and use across multiple devices. RescueTime gives you a clear view of how you're spending your time so you can make the most of it.


To say the insurance industry is document-heavy is a considerable understatement. Stop worrying about storing all your essential documents. PandaDoc offers pre-built templates for insurance agents, stores all your documents in one place, and offers quick and easy e-signature capability. This app helps agents create, manage, and share documents to streamline tasks and decrease time to close.


Business cards are one of the most effective ways for professionals to share contact information. Yet, these little cards can quickly add up to a lot of physical clutter. As pandemic worries continue to linger, many potential customers are reluctant to take physical cards due to health concerns. ScanBizCards is an app that allows you to convert business cards from physical to digital formats and allows you to sync the information to your CRM. Instead of taking a business card you might misplace, you can quickly integrate all the essential information directly into your management system.


The job of an insurance representative often involves a lot of communication with clients that ends with a card exchange. CamCard is another app that helps you take control of business card clutter and streamline your operations in the process. The app helps you manage, sync, and exchange business cards all from your smartphone. CamCard scans business cards and automatically stores the information in your contacts. You can also add notes and reminders to include additional information for later use.


Trello has been widely acknowledged as an indispensable app for insurance agents and professionals in every field. Even before remote work was commonplace, flexibility was a way of life for insurance agents. Your office may be a hotel room desk, your car, or your kitchen table at any given time. Trello is a practical connection tool that allows you to collaborate on projects with multiple users wherever you are. Trello can manage your connectivity while you concentrate on your workload so you can collaborate with other insurance agents if you're on the road or working remotely. 

Advanced Technology Makes Time Management Easy

Everyone's familiar with the saying, "Time is money." The insurance industry proves this every day. With many tasks to stay on top of daily, insurance agents have a continuously packed schedule that can be impossible to manage without the right tools. Furthermore, slowing down could mean losing prospective customers to your competition. Luckily, there are a variety of mobile apps to help insurance agents make the most of their time and accomplish tasks in two locations at once. 

Alongside these handy mobile apps, InsurGrid is another tool designed to help insurance agents save time and streamline essential processes. InsurGrid is a platform designed to make collecting policy information quick and easy. Instead of requiring customers to hunt for dec pages and sending multiple emails back and forth, agents can collect information directly from the client's insurance provider. Agents can use email, text message, QR code, or even embed InsurGrid on your website to help you collect your customer data upfront. With InsurGrid, Dec page collection takes seconds, eliminating the hassle and decreasing the time to close a sale. Ready to experience the difference? Sign up for an InsurGrid demo.