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Automations for Insurance Agents

Sell life, property, casualty, health, automotive, or other types of insurance. May refer clients to independent brokers, work as an independent broker, or be employed by an insurance company.

O*NET occupation: Insurance Sales Agents (41-3021.00). The software list and tasks below come from that record, not from guesswork.

Built for insurance agents

Runs on software insurance agents already use

Matched through the tools this occupation is documented as using.

Software insurance agents use that we connect

What we can build for insurance agents

The job’s documented tasks, most important first. Each is a request away.

  1. Customize insurance programs to suit individual customers, often covering a variety of risks.Quote it
  2. Sell various types of insurance policies to businesses and individuals on behalf of insurance companies, including automobile, fire, life, property, medical and dental insurance, or specialized policies, such as marine, farm/crop, and medical malpractice.Quote it
  3. Explain features, advantages, and disadvantages of various policies to promote sale of insurance plans.Quote it
  4. Perform administrative tasks, such as maintaining records and handling policy renewals.Quote it
  5. Seek out new clients and develop clientele by networking to find new customers and generate lists of prospective clients.Quote it
  6. Call on policyholders to deliver and explain policy, to analyze insurance program and suggest additions or changes, or to change beneficiaries.Quote it

Something specific to how you work?

Describe the apps and the outcome. A fixed quote and a delivery date come back within one business day, and the build is yours to keep.

Request a build for insurance agents