Savers Marketing Blog

10 Apps for On the Go Independent Insurance Agents

Aug 2, 2018 9:19:39 PM / by Savers Marketing


As an independent insurance agent, your days are spent juggling meetings, managing paperwork, and networking. Chances are, you do a lot of this on the fly due to business travel and the irregular hours that come with being an independent agent.

Here are 10 mobile apps to help you stay productive and collected on the go:


Turn your phone into a portable scanner to save documents like articles, contracts, and business cards wherever you are. CamScanner allows you to backup, edit, and share documents to any mobile device, laptop, or desktop for free.



CardMunch (via Evernote)

CardMunch was developed by LinkedIn and then sold to Evernote, where it’s currently more powerful than ever before! It enables you to scan your business cards and automatically convert them into address book contacts. It will automatically connect with your LinkedIn account so you can check out the LinkedIn profiles of your latest contacts and get connected ASAP.




If you’re on the road for work, Expensify streamlines your receipt-keeping, tracks your mileage, and calculates your billable hours. Track expenses, keep photos of your receipts, and even automatically create expense reports while you’re on the go. Make things even easier by linking your credit cards and bank accounts with Expensify to track expenses in real time.


Never miss an important meeting even if you’re working remotely. With the GoToMeeting app, you can meet with colleagues, view presentations, share reports, and enjoy full access to the meeting without having to be pinned down to a specific location.


HootSuite allows you to manage all of your social networks from one central dashboard. You can communicate with your followers, post status updates, and track engagement without switching between various platforms. Schedule posts and generate statistics reports in the app.


SignNow let’s people sign important documents virtually without having to print, sign, scan, upload, and email the document back to you. It’s eco-friendly, budget-friendly, and great for generating and closing leads.


NeoReader turns your mobile devices into barcode scanners, making it easier to scan barcodes from print ads, business cards, and other print material. The NeoReader scans all standard barcodes and is free to use.


Handwrite, type, or record your notes and easily convert them into PDF documents before sharing them across other mobile devices. Notability enables you to complete paperwork, take notes, and save voice recordings that you can then share via email or on Cloud devices.


Try a Remote Desktop App
These apps, such as GoToMyPC, securely connect you to your Mac or Windows desktop using your phone or tablet when you’re working remotely. Now you can enjoy full access to your desktop even when you’re not in the office.


This is particularly useful for independent agencies. PODS is a performance management system where agencies can establish performance goals and schedule meetings, training sessions, and other collaborative activities. PODS encourages transparency and accountability within your agency even when your team is working on the road.


PRO TIP: Savers Marketing’s very own quoting platform is also mobile friendly, so you can always be ready to engage leads and provide the best customer service. Use these apps along with Savers Marketing’s mobile quoting tools to get ahead of the game and grow your business on the fly.


Do you have any favorite apps that make your job easier? Share them with us below!



Topics: Tips & Tricks

Savers Marketing

Written by Savers Marketing

Savers Marketing partners with an excellent group of Health Insurance, Life Insurance and Annuity carriers, and our strong engagement with carriers means we have the best products available to our agents.