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More Apps for Agents

Looking for useful business apps for the busy Medicare agent on the go? We’ve done the research to find the apps with the best features and highest reviews, so check out these mobile apps to simplify and streamline your insurance sales.

Document Scanning: Genius Scan

Need a quick, easy, free way to scan policyholder documents on the go? Genius Scan has you covered. It scans your paper docs and converts them to pdfs for easy sharing and filing. It has features like shadow removal and distortion correction, offers batch scanning capabilities, and allows for both merging and splitting of PDF files.

Genius Scan is available for free for both iOS and Android, and also has a paid version that includes cloud storage capabilities.

Electronic Signatures: HelloSign

An electronic signature app is practically required these days for insurance agents. Unfortunately, there’s no completely free solution available. HelloSign, however, comes closest, and integrates with popular apps like Google Docs and Dropbox.

HelloSign gives you 3 signatures a month on their free plan.  If you need more than that, their paid plans are among the most reasonable on the market at $13 for unlimited sends.

Document Storage: Amazon Drive

You probably expected to see Google Drive or Dropbox recommended as the top free mobile app for file storage. While they’re both good services overall, both have also recently had updates to their mobile apps that have left users less-than-pleased. At the time of this writing we can’t in good conscience recommend either app.

Amazon Drive, however, has excellent reviews for both its iOS and Android apps. Users report that it is both faster and easier to use than competing apps for more popular services, and if you have ever created an Amazon account, you already have access to 5gb of free cloud storage. If you happen to be an Amazon Prime member that storage cap is lifted, and you can store unlimited files.

Notes & Voice Memos: Day One Journal

At first glance, day one journal seems like a touchy-feely journaling app, but it is much more than that. For starters, it’s the highest rated free app that includes voice-to-text capabilities, making it a great option for taking notes on-the-go.

In addition, the free version of Day One Journal offers a calendar, reminders, and a search option for your notes. You can also browse previous notes by the calendar date, position on your timeline, and even by your geographic location when taking the note.

Expense Tracking: Expensify

Expense tracking apps abound for both iOS and Android, but the most recommended across the board is Expensify. Users are particularly fond of the app’s receipt tracking capabilities. Not only does Expensify allow you to scan your receipts, it will read the scan and transcribe the details automatically. It also integrates with major budgeting software including QuickBooks, NetSuite and more.

Expensify is available for iOS and Android devices and offers paid options for additional users and features.

Remote Computer Access: RemotePC

Ever find yourself out in the field with clients and realize you need something from your PC? With RemotePC that won’t be an issue any longer. Just download the app and set up the companion software on your PC. Then the next time you need something remotely – as long as your PC is powered on – you can access your computer and whatever files you need quickly and easily from wherever you are.