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Tech Tips & Tools for WFH Insurance Agents

Work From Home Insurance Agent Resource Library

SOFTWARE 

My Software Recommendations and Links

Software  |  Hardware  | Gear

Web Browser - Chrome

Utilize Sync (auto save of logins/passwords), bookmarks (organizing bookmarks) sharing,  multiple extension (Use Safari or Edge for 2nd browser) 
Est. Cost:  Free

OneNote from Microsoft

Software to create, organize, capture, sync & share on all devices. Includes OneDrive cloud storage account.
Est. Cost:  Free

Adobe Acrobat Pro

PDF Software - with Document Cloud storage
Est. Cost:  $15 mo. / $180 yr.

Adobe Scan - Mobile

(Tablet / Smartphone) Document / Business Card Scanning Software that works with Adobe Acrobat Pro (See Lesson 5, Chapter 2 for file labeling prior to scanning).
​Est. Cost:  Free
Download from Apple / Microsoft App Store

Computer DATA Backup - Carbonite

Data Backup Protection
 (HIPAA compliant/encrypted option available)
Est. Cost: Basic service $6 Mon. / $72 yr. | $12 mon. / $149 yr. (HIPAA Compliant) 

Sideline - 2nd Phone Line

Second phone line on your cell phone

Uses existing cell phone data plan.

Includes texting and web browser for text messages.
Est. Cost: $99 yr.

Online Appointment Scheduler - Calendy

Schedule Your Appointments Online.
Receive text & email notifications and auto reminders.
Est. Cost: $15 mo. / $180 yr.

Online (Screen Share) Meetings - Zoom

 Meetings for multiple attendees. Unlimited time on one on one meetings.

Est. Cost:  Free (up to 40 mins.)

Video Email - Bombbomb

BombBomb’s software lets you record and send videos directly to anyone from your computer or smartphone (iOS and Android). No special software or cameras required. If you know how to send an email, you can send a video with BombBomb.
Est. Cost: $70 mo. / $840 yr.

Email Marketing - GetResponse

Find new customers and build your email list with lead generation tools that turn anonymous connections into loyal fans.
Est. Cost: $50mo. / $600yr.  (for advanced automation email replies etc.)

Gotfreefax - Faxing Software

Free Online Faxing Service for PDF's.
No need for a 2nd phone line for faxing.

Est. Cost:  Free

Chat on Website - Drift

Bring your go-to-market teams together to deliver personalized customer experiences that increase your revenue, shorten your sales cycles, and strengthen your brand.
Est. Cost:  Free (pro package available)

Websites, Domain Names, Email, E-Commerce

Complete Website Services
Websites, Domain Names, Email, E-Commerce,Wordpress Hosting, SSL,
Est. Cost: Email: $6 mo. $72 yr. |  Website hosting - $9 mo. / $108yr.

Microsoft Office 365

Office Suite of products; Word, Excel, PowerPoint, One Drive, One Note
Est. Cost:  $69 - 99 yr.

Website Design for WordPress - ThriveThemes

Themes & plugins, built from the ground up to make your entire website convert more of your visitors into subscribers, customers & clients!

Est. Cost: $19 mo. / $228 yr.

Wondershare

Video Converter, Editor, Recorder, Transfer, Compressor
· Convert video/audio/image to 1000+ formats

· Screen Record
· Burn, copy, rip, edit DVD/Blu-ray easily
· Download online video in one click
· Record, transfer, fix, compress videos
Est. cost: $49.99 (One time purchase)

Monosnap

Share screenshots and videos to be more productive and clear working remotely.
Est. Cost:  Free

Logitech Webcam & Video Software

Logitech Capture for use with Logitech Cameras

Logitech G HUB Software lets you customize videos, add effects, adjust image, Logitech G gaming mice, keyboards, headsets, speakers, and other devices

Est. Cost:  Free (with purchase of Logitech Camera)

Recommendations and Links

Software  |  Hardware  | Gear

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'SOFTWARE / HARDWARE / ORGANIZATION TO SCALE YOUR VIRTUAL BUSINESS'

The Eazy VB Ultimate Resource Guide is designed for anyone looking to enhance their tech skills and scale their virtual business. This guide covers the basics of scaling a paper-based office business to a digital, paperless and mobile virtual platform. This e-book is a reference guide based on the self-paced, step by step online Eazy VB video course.

 
Includes 2 FREE video lessons from the online course!


Watch 'How To' Videos

'HOW TO POST TO INSTAGRAM FROM YOUR COMPUTER'


'How to remove a shadow from a ping image on website using Thrive Themes'


Go Agent GO Mobile Resource Library

Get the Ultimate Resource Guide

The Eazy VB Ultimate Resource Guide is designed for anyone looking to enhance their tech skills and scale their virtual business. This guide covers the basics of scaling a paper-based office business to a digital, paperless and mobile virtual platform. This e-book is a reference guide based on the self-paced, step by step online Eazy VB video course.

 
Includes 2 FREE video lessons from the online course!


Watch 'How To' Videos

'HOW TO POST TO INSTAGRAM FROM YOUR COMPUTER'


'How to remove a shadow from a ping image on website using Thrive Themes'


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