3 Apps to Increase Agent Productivity

October 24th, 2018

An insurance agent’s schedule is totally unpredictable and sometimes this can cause conflicts in completing projects/tasks or getting to meetings on time. If you are looking for some mobile apps that might help you be more productive, here are three that are worth checking out.

#1 Trello

Trello is a project management app available for download on iTunes. With Trello, you can collaborate on projects with multiple users from work or home or anywhere you may be. It is compatible for use with iPhone, iPad and iMessage. You’ll be able to create custom boards to manage any project you are working on. You can invite others to collaborate on your projects and customize workflows for different projects. Trello will also sync your contact list, and you can invite people to participate in your projects by email. The basic version is free, but you can upgrade to a paid version for even more functionality. To purchase Trello Gold, the cost is $4.99 per month or $44.99 for a one-year subscription.

#2 Documents 6

Documents 6 is a file management app that lets you sync folders from the cloud. It is a mobile hub for all your files available to iPhone and iPad users. You can conveniently read EPUB books, view word and excel documents, and open zip files, images and PDF files. It is a very convenient app to have if you want to sync all of your cloud storage devices into one place. Documents 6 is a free download on the App Store.

#3 Roadtrippers

If you are looking for a good all-around road trip app for all your planned or spur-of-the-moment client meetings, Roadtrippers is a great choice. You can create your route, plan activities, find meals and lodging, and book your hotel all from your iPhone. You can save your favorite places and discover hidden treasures along your route. Roadtrippers is available for free on the App Store and on Google Play. It is compatible with iPhone, iPad and iPod touch.

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