Work is work, no matter which way you spin it. But there’s a very big difference between nailing your sales strategy and trudging through the processes just to get to the other side of a sale.
Successful insurance agency requires a few key things: momentum (to get those deals moving forward), happy customers (to spread the word and connect you with other prospects) and breathing room (time so you can assess where to go next and/or how to tweak your existing business). Without these three things, there’s a high chance you’re facing moments when you feel like you’re just schlucking through the sales process. That’s exactly why tech is such an integral component in any modern insurance agencies.
1 . Cloud storage
Files. Oh, those files. I’ve seen rooms packed so high with paperwork it teeters on the edge of dangerous. Using cloud technology to store those stacks in thin air (well, kind of) saves you the worry of whether they’ll crush you or not. I’m kidding on that last one, but cloud storage does give you the ability to store all the info you need without having to print and file. This searchable database also allows you to access your files quickly and easily. Dropbox is a popular cloud storage option, but others like Box and Google Drive are also admirable contenders.
2. Tablets give you a “mobile desk”
Things are fairly (read: extremely) mobile nowadays. That means a client expects you to be at your desk at all times of the day. This, as you probably already know, is crazy talk. You don’t want to be at your desk all day… nobody does! But when it comes to closing a deal at a moments notice? Now that’s a little more appealing. So how to reconcile the issue of being there for a client without having to live at the office?
3. eSignatures solve the paperwork bottleneck problem
Of course, a tablet could end up just being another way to check email if you’re not optimizing it as a tool to close deals. eSignature software that offers clients or prospects the ability to legally sign digital paperwork using an iPad turns your tablet into a walking contract. Beyond tablet signing, eSigning that’s user friendly is also useful for agents wanting to make the sales process as painless as possible for their prospects.
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