Tech Tips & Tools for WFH Insurance Agents
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)
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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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