9 Essential Tools for Beginner Insurance Agents by Plans for Life

Insurance agents, much like carpenters rely on tools to build their business. Just as a carpenter needs a drill, tape measurer, saw, and screws to construct furniture, we’re here to unveil the nine essential tools every beginner insurance agent must-have for running a successful insurance business!

1. An FMO (Field Marketing Organization): While not a traditional tool, an FMO is a vital resource and partner that can provide essential tools for your insurance business. Plans for Life, as your FMO, goes beyond contracting by offering additional services, resources, tools, training, and technology. Joining us won’t cost you anything, and you’ll have invaluable support at your fingertips.

2. Training: Training is a crucial tool for building a successful insurance business. Plans for Life stands out by offering a plethora of training opportunities. We believe in continuous support, ensuring that our agents, especially beginners, have the knowledge and skills needed for success.

3. Lead Generation Capabilities: To succeed, you need leads or prospects interested in your insurance services. Plans for Life recommends utilizing LeadCENTER, an easy-to-use and compliant lead platform created by our partner Integrity Marketing Group. Quality leads from various sources will give your business the boost it needs.

4. A Business Website: A website is a foundational building block for your marketing strategy. Plans for Life recommends working with AgentMethods for insurance agent websites or using your own branded site from Shop & Enroll, our consumer-facing quote engine, as a simple option.

5. Scheduling Software: With a website and lead generation, prospects will want to schedule appointments. Use scheduling apps like Google Calendar, Microsoft Bookings, or third-party options like HubSpot Meetings Tool, Acuity, or Calendly to keep yourself organized and allow clients to book appointments.

6. Quote Engine: A comprehensive quote engine is essential for client appointments. Plans for Life offers two excellent options—the agent-facing Medicare Quote Engine (MQE) and the client-facing Shop & Enroll quote engine—for accurate and quick results.

7. CRM (Client Relationship Management): A CRM tailored for agents working with Medicare products is crucial for keeping client details organized. Plans for Life offers an impressive CRM along with other integrated tools when you register for free.

8. Compliant Call Recording Software: In compliance with CMS regulations, Plans for Life recommends using compliant call recording software specifically designed for insurance agents. Look for features like integration with your CRM.

9. Commissions Tracker: Once you’ve closed deals, a commissions tracker is essential for accurately tracking earnings. Plans for Life’s Ritter Platform offers an easy-to-use commissions tracker that integrates seamlessly with other tools.

Equip yourself with these essential tools from Plans for Life to kickstart your insurance career successfully!