10 Insurance Agency Apps for Insurance Agents in 2024

• Features of this insurance mobile app
  
• Scan documents and photos to PDF, JPG, or TXT
  
• Create and add e-signatures
  
• Print PDF files right from the app
  
• Share files for commenting or viewing

CamScanner will help insurance agents increase their productivity and complete tasks on time. The app allows them to instantly scan, save, and share any document in PDF, JPG, Word, or TXT formats. In short, it can handle all the paperwork with ease. CamScanner also allows extracting text from any scannable object with text recognition and adding e-signature on documents. 

• Plan activities
  
• Locate and book hotels
  
• Keep a record of favorite locations
  
• Highlight places of interest

Insurance agents constantly find themselves on the go, and client meetings can sometimes be unplanned. RoadTrippers helps you keep everything in your stride, even when things come out of the blue.

This one of the top insurance agent tools ensures you’re covered regardless of the occasion. The insurance agent mobile app can help you plan your activities, locate and book hotels while on the go. It can also keep a record of your favorite locations and make known to you hidden valuables on your route.

• Scans physical cards and stores information on a smartphone
  
• Exchange electronic business cards with peers
  
• Add notes
  
• Set reminders

The job of an insurance agent demands plenty of interactions with clients, and many times, such interactions often end in the exchange of business cards. This is where CamCard, one of the best apps for insurance agents, comes in. This best insurance app takes all the messiness that comes with having too many physical cards to keep count of – scan them, capture the contact info and save them conveniently on your smartphone.
Like the gift that keeps giving, it also enables you to exchange electronic business cards amongst peers, add notes, and set reminders to your cards.

• Prioritizes to-do list
  
• Serves as a mobile personal assistant
  
• Offers seamless collaboration with peers
  
• Allows you to oversee the execution of projects with colleagues

Trello is arguably one of the most essential apps, not just for insurance agents, but for every professional across every field. It can serve as a mobile personal assistant – giving you room to focus on your work while duly reminding you of your deliverables.
It has an amazing user experience and fosters seamless collaboration amongst peers. This is particularly beneficial to you as an insurance agent as you get to participate in or oversee the execution of projects with colleagues.

• Includes analytics
  
• Allows tracking sales chances
  
• Spreadsheet exports
  
• Locate nearby log visits

While not specific to insurance agents, this app is great for helping agents manage their client relationships. For ease and flexibility, the app comes in both a mobile and desktop version.
This app is easy and simple and is the perfect starter app for any insurance agent looking to keep their clients and contacts in order. The simple interface makes it straightforward and quick to learn.

• Keeps record of receipts for business trips and meetings, dinners, etc
  
• Helps you strategize your spending
  
• Smartscan to import receipts automatically
  
• Share receipts with the manager or accountant easily

Keeping up with the expenses you incur while running your insurance agency can be very demanding. So leave that up to Expensify! The finance app helps you track each trip, each business meeting, dinners, you name it. Expensify helps you keep a useful record of your receipts – meaning you’d always be in the know of how much you’re spending and strategize on how to manage it.

• Store information with easy movement between devices
  
• Record and store audio
  
• Allows you to record thoughts in an orderly manner
  
• Supports cross-platform syncing

Taking notes has proven to be beneficial, especially as an insurance agent. It’s easy to get lost in numerous daily activities, which is why you need this best insurance app. This one of the best note-taking apps enables you to record your thoughts in an orderly manner. You can store information stress-free and move them between devices. It also allows you to record audio amongst many other functions.

• Pre-built templates for insurance agents
  
• E-signatures for busy agents on the move
  
• Access and save signatures anytime
  
• Insights that you can review from the app

Stop worrying about trying to keep all your documents in one place and in order. PandaDoc can do that for you! No more spending hours wrestling documents and trying to create order. The app aids insurance agents in creating, tracking, and sharing important documents. With PandaDoc, agents can sign electronic documents - this makes signing up new clients an easier task.

• Create reminders
  
• Take calls
  
• Route inbound calls
  
• Easily conduct cold calling campaigns

This amazing app allows you to manage all client communication from a single app. With features such as messaging, video conferencing, and phone calls, never miss a beat with RingCentral!

With RingCentral, conferencing and online meetings become easier to handle. Agents don’t need to use different productivity apps for different commitments. This cloud-based app handles all you need to do and makes your life and scheduling a lot easier.

• Free email marketing
  
• Invoicing
  
• Large storage space

The tricky part about some insurance apps is that they come with a cost. However, that is not the case here. Bitrix24 is not only the perfect beginner app for agents learning CRM software, but it is totally free! 

This app is also perfect for independent agents, and more advanced agents with CRM software knowledge who are just looking to make their lives easier. The interface is colorful, fun to use, and easy to organize. But not only this, this free app has enough storage space to shame paid CRM apps.