Agent Tools

Here is a list of resourceful links we have snatched up while wandering the web. From tips, scripts, plugins, software, service providers etc. we will begin to share what we have found has been most helpful for agents new and experienced.

Of course, if you have a product or service that you find tremendously helpful (or free), and you think other agents would benefit from it, feel free to drop us a message on our CONTACT US page.

This page is divided into various categories that explain the resource;

 

  • Website: Word Press Plugins, Templates,
  • Licensing & Contracting: Continuing Education (CE) Providers
  • Software: CRMs, Quoting Tools, Dialers, Efax
  • Sales & Marketing: Sales Data
  • Insurance Companies: Summaries, Underwriting

 

Be sure to bookmark this page and come back to it regularly as we add more resources.

SALES AND MARKETING

  • www.vistaprint.com The quickest print website with reasonable pricing. We recommend everyone get their business cards here. As far as stationary goes you can sometimes find better deals or promos on https://www.retailmenot.com/view/vistaprint.com.

Sales Data

SOFTWARE

Efax/800 Number

CRM’S

QUOTING TOOLS

DIALERS

LICENSING & CONTRACTING

  • http://www.nipr.com/ The main website for checking state licensing requirements, renewing your license online, and applying for additional licenses. Applying for a license in another state takes 5 minutes and usually is granted within 24-48 hours.

 

CONTINUING EDUCATION (CE) PROVIDERS

Close More Insurance Leads​

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