There is no doubt that running an insurance agency can be challenging venture. You will not only be required to always keep track of all the projects that are been undertaken by your agents but also check the status of your clients policies. You also need to check if the premiums are paid on time, how many policies need to be processed within a day or week and if all your agents are performing to the expected standards to ensure that your insurance agency is actually running smoothly. You should also expect the bulk of work to increase as your clientele and business grows. To avoid complains from customers you will be required to adjust your system accordingly so that they can meet the growing demands of your business. The good news is that, technological advancements have actually provided a good platform for efficient running of an insurance agency or any other form of business. Mobile applications are being developed continuously to assist in various functions and tasks. Actually, you have to enjoy the benefits of these applications; you need to make some changes in your agency. For example, you can start by giving ipads to both your key staff and agents. There are several iPads apps for insurance that you can download to improve the efficiency of your insurance agency and here are top 5.
1. Good reader:
This is a PDF reader that can be extremely helpful to the staffs of your insurance agency. This is because, it does not only allow them to read huge PDF files but it also adds annotation to file hence enabling the user to share them through a web based storage server. For example a policy on the PDF format can actually be passed with the concerned parties and each of the party can highlight the changes that they would wish to be made on the file or even an add note that they would want to be emphasized. These means that the people involved do not have to meet in person so as to finalize the document because this amazing app can do it all.
2. Dragon dictation:
When agents rush from one meeting to another, it is actually difficult to remember every important detail that has been verbally discussed. Dragon dictation will allow you to take notes just by simply speaking to the device. The words that you have spoke will be transformed into written text instantly and you can save them for later use. Dragon dictation also enables you to send emails or SMS without necessarily typing the words. You only need to dictate.
3. Team viewer:
Agents of the insurance are always on the rush looking for prospective clients. Sometimes it can be challenging to the agent when they go out for meetings or appointments with their customers or prospective clients simply because they can not be able to show important file to clients because the documents are saved in their office computer desktop. But with team viewer accessing files will be very easy as long as you have an iPad. Provided you remember the password, you can access all the files that are in your office computer desktop.
4. Quick office:
It is true that you cannot edit or open Microsoft office document with your iPad something that you can do if you are using a desktop computer or a laptop. The good news is that this app can enable you to open or edit Microsoft document in your iPad. Quick office actually makes editing and viewings excel and word document possible using your iPad. This means that you can still work efficiently even if you are on the move.
5. Drop box:
Sometimes the storage capacity of your iPad can hinder you to actually maximize its potential. With cloud storage device like Drop box, you can store all your files and also be able to access them. When you download the device, all your files will be stored on it.
Author Bio- This post has been written by Lisa Holland. She loves to write about Insurance and Technology. She recommends gninsurance.com for providing best Insurance For Charities.