Dropbox – If you work with documents, you need this tool. Dropbox lets you safely store documents and share with anyone who needs it.
Join.me – Virtual meeting and screen sharing software. You and your team don’t need to subscribe or download anything.
Trello – Software that visually tracks projects. You can create lists, assign tasks to people. You can clearly see the steps in a projects and know what’s next.
Virtual private network (VPN) – Provides secure access to a private network over a public network. This secure access lets you share data on a public network as if you were directly connecting to your agency’s private network. This means you enjoy the functionality and security of your private network when using public WiFi.
LogMeIn – A program that gives you access and control of your desktop from anywhere.
Skype – Software that lets you connect with your team via chat, voice or video. You can use it for weekly group conference calls or to check in with specific people.
Web-based insurance agency software – This category includes agency marketing systems, comparative raters, and agency management systems. When this technology is web-based, you can easily log in and see exactly what your team in the office sees. You can run reports on activity and use the data to make adjustments as needed.
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1415 Halsey Way, Suite 314 |
75007 | Phone: (800) 383-3482
1415 Halsey Way, Suite 314 | Carrollton, TX 75007
Phone: (800) 383-3482