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The Ultimate Insurance Agent Resource List

Insurance Marketing Tools & ResourcesUpdated: Dec 9, 2018

Over the past 8+ years since launching Insurance Leads Guide we have regularly received emails from agents asking for recommendations for just about everything from lead management and marketing tools to website platforms and FMOs.

I have personally done my best to help out where I can and often ask trusted colleagues when I don’t have an answer based on firsthand experience. I thought it would be a nice option to aggregate these tools and services into one central list as a reference.

Short on time? No sweat! Get access to the full source spreadsheet version of this list.
Click here for the Ultimate Insurance Agent Resource spreadsheet.

This list will be regularly updated so please bookmark and check back for updates. If you see a great resource that is missing be sure to let us know here.

Lead & Data Providers

Insurance Lead Companies

Our list of fresh and real-time lead companies. You can also see individual provider reviews through the links on the right side of this page.

Prospecting & Marketing Lists

Often confused with leads, list services offer targeted contact lists for direct mail, telemarketing, door knocking, email prospecting and digital marketing. The difference between leads and lists is that a person on a prospecting list is simply aggregated data. The contacts did not submit their info with intent to buy or get more information for an insurance or financial product.

Aged Leads

Coming Soon

Exclusive Leads

More Coming Soon

Telemarketing Leads

Coming Soon

Insurance Software & Sales Resources

CRM & Lead Management Systems

Below are a few of the top CRM and LMS providers in the industry. Many are seeking to become a one stop solution so they might incorporate other services listed in categories below. The right solution for each agency is becoming a bit more complicated every day. The options vary depending on being independent or captive, by product line and by state. Your ideal solution will also vary based on your desire to cherry pick services or go with an all-in-one provider. We suggest putting in some serious research time before choosing because it can be very painful to switch once integrated.

Quoting Software and Comparative Raters

Here are some of the top quote and rating solutions. Many are line specific which could mean multiple solutions for multi-line brokers.

Dialers

Dialers took a major shift with the introduction of DNC laws. Dialers today can help with lead response and productivity. Many of the top providers will integrate with your CRM/LMS.

eSignature Solutions

Website Solutions & Resources

Website Builders & CMS Platforms

For those that want to build their own website, we have a list of the top CMS (content management system) platforms and website builders avaiable. Open source CMS platforms, specifically WordPress, have traditionally been the starting block for non-developers who want to build a website. In recent years, easy to use “drag and drop” DIY site builder software services have become extremely popular. Site builders allow anyone, regardless of skill level, to build a nice looking website in minimal time. Website builder services do have a monthly fee, but they include web hosting which is a separate expense (and learning curve) required when using a free CMS platform.

WordPress Themes & Page Builders

WordPress is a free CMS platform that is used by over 50% of websites on the Internet. Because of its popularity, there are countless WordPress plugins, themes and resources available to build just about any type of website one can imagine if you are willing to put in some time and effort. Below are some of the best places to find a theme as well as page builder plugins that can simulate the drag and drop design of popular site builders on the WordPress platform.

WordPress Themes

WordPress Page Builder Plugins

Web Hosting

With site speed becoming a search engine ranking signal (fast) hosting is now even more mission critical to online lead generation. I have personally worked with all of these services. This site is hosted by Siteground, which has been excellent.

Insurance Agency Website Design & Development Services (DFY)

Don’t want to mess with creating or editing a website in-house? Here are a few insurance industry specific website design and development services to consider.

Content Distribution Networks (CDNs)

CDNs are another layer of hosting that can make your website faster (big SEO factor) and more reliable by serving files across a distributed network of servers. Files are served to visitors from the closest server location, which makes the site load faster for visitors and puts less stress on your primary web host . CDNs can also help with website security by blocking malicious web activity. Implementing a CDN service can seem daunting, but the process gotten a lot easier to implement and user friendly over the past few years. ILG uses Cloudflare which I have found to be the most user friendly solution. I’ve worked with all of the options below. If you need some help hit me up in the comments through the contact page.

Domain Names

Below are a few domain registrars and aftermarket domain marketplaces to find a good name for your website.

Domain Registrars

Domain Aftermarkets

Website Chat Tools

Adding a live chat tool to your website can net an immediate boost in leads and conversion rates. We have evolved into a society of seamless communication and instant gratification. Live chat knocks down the objection of having to wait for someone to call back and allows producers the opportunity to communicate with prospects when they are most engaged.

Website Conversion & Landing Page Tools

These tools add proven engagement and call to action elements. They are easy to implement and can instantly optimize lead conversion. They are all paid tools, but I’ve found that they easily pay for themselves with the increase in lead generation.

Quote and Web Form Builders

Want to roll your own custom quote or contact form? These tools can help you get the job done. Mix in automation tools like Zapier and IFTTT and you can connect most of the solutions below directly into your CRM, LMS, Dialer or Quote Engine.

SEO, Content & Market Research Tools

These are some of the most popular SEO, competitor analysis, content marketing and keyword research tools.

  • SEMRush – Best all around SEO and research tool for the money.  Check your agency domain in the box below for an overview audit of your website.  The regular plan is paid, but new users can get a 7 day full access trial for Free.

  • SERanking
  • Long Tail Pro
  • AHREFS
  • KWFinder
  • Open Site Explorer
  • AnswerThePublic
  • Google Keyword Planner

Logo Creation

Below are some good resources for creating your own logo or having one custom made.

Freelance Resources & Marketplaces

These resources are where you can find just about anything you need including contractors talented in video, programming, web design, graphics, web copy, telemarketing and more. The first 3 are project based bidding platforms. Fiverr is a marketplace for small gigs that cost as little as $5 each.

Lead Generation, Marketing & Prospecting Resources

Door Knocking Apps

If selling door to door is part of your sales mix, stay organized and map out your game plan with a professional door knocking sales app.

Email Outreach

Use these tools to scale and automate personalized cold email outreach.

Prospecting Data Tools

If you are missing key contact details for an email (or phone) pitch or need a really specific list of contacts, the following tools can help.

Advertising Platforms

These are the top options for online business advertising. Google Ads and Bing Ads (Bing+Yahoo search) will be the most effective because of the high user intent with search but they will also cost more per lead. Social platforms are great for generating initial interest and retargeting visitors who have already shown interest in your services.

Social & Advertising Graphic Creation

When it comes to advertising on social media platforms, the images you use are just as important as the ad copy. These tools and services help you get it right the first time.

Video Production Tools

Coming Soon

Social Media Tools

A great social media strategy requires a balance of manual and scheduled posting. These tools help to organize and automate some of chaos that is social media marketing.

  • HootSuite – Social media discovery and scheduling across all platforms
  • Buffer – Best social media scheduler for Twitter
  • SocialOomph
  • MissingLettr – Create drip social media campaigns
  • Refind – Best discovery tool for targeted curation of great content to share
  • Quuu
  • Meet Edgar
  • SEMRush – Social Media Analytics + Term Tracking + Scheduled Posting

Email Marketing & Newsletter Services

Email is integrated into several of the CRM and LMS solutions which can be a good or not-so-good thing depending on the implementation. Keep in mind that an email only service is likely to have a higher delivery rate than a software integrated feature.

Email marketing and automation can be a lead generation and sales boon if used properly. These tools can be used for email newsletters, autoresponder sequences, sales funnels and automated lead follow up.

Sales & Web Automation Tools

Sales automation has become key component of the lead machine for top producers. Some of the top agency and lead management software suites have automation fully baked in. Of course, these high tech features can come at a high price. The good news is that there is a growing number of middle-ware services that provide platforms to connect and automate just about any online service without a computer science degree. The following tools are a must use if you want to automate actions between different tools and online services.

Direct Mail

Below are a few of our most recommended providers for direct mail. There are a variety of different services in this category and a few more to come.

Local Directory Marketing

These are services focused on local search marketing. Google My Business is the first priority. Be sure to complete every field possible. Yext is where I go next for an instant impact building an online profile and citations; critical components for strong local search rankings. If you are captive, you might already have a Yext profile managed through your carrier.

Letterhead & Business Cards

Here are a few services for stationary and business cards. If you want something super impressive (a la American Psycho) you’ll want to opt for letter press. Fair warning though, it is expensive.

Insurance Operations & Organizations

Agency Management

Insurance agency management software offers an all-in-one solution to running a modern insurance agency or brokerage. Each software solution below has it’s own unique set of options and solutions. Some are product line specific while others offer a generic platform that can be customized. If you are already using a separate CRM, lead management software, quote engine, dialer or email marketing software you will want to consider all integration and migration options before making a decision. I also recommend looking for a provider that can grow with your company and accommodate any future product lines you would like to add.

Email & Business Suites

Hosted email solutions have come along way in recent years. I’ve personally tested and configured just about every major option on the market today. It wasn’t that long ago that I was convinced the best option was a custom email server. Today, a customer server is almost out of the question due to cost, reliability and regulatory concerns.

I am a customer of each of the solutions below and really like each one for different reasons. If I could only use one service to run my business I would choose Google’s G Suite due to the MANY integrations, the suite of services, reliability and low price point ($5/mo per user).

Important Note About Using a Free Gmail Email Account

While Google G Suite might look exactly like the free Gmail alternative, It is very important to note that a standard Gmail account is absolutely not a viable option for business email (or political email 😛 ) due to the highly invasive terms of service. G Suite offers enterprise-level privacy, terms of service and security. With a free Gmail account, you are giving Google access to use and publicly share anything that is transmitted to or from your account.
Gmail Terms and Privacy
Using a free Gmail account for client communications is a lawsuit waiting to happen. If you want to work with Google email and apps, do yourself a favor and use G Suite instead.

  • Google G Suite – Full suite of Google email and business software with your domain name, enterprise grade TOS, configuration options, email client flexibility (including Outlook) and more storage for $5/mo per user.

    Note: I’ve been using Google’s business grade email since it was in beta and regularly get access to one-time use referral codes good for 20% off the first year of service. Feel free to email me if interested and I’ll share one if I have any available at the time.

  • Microsoft Office 365 – Microsoft continues to improve on their cloud based email and Office software solution. I like it as much as G Suite, but it doesn’t have quite as many integration or 3rd party applications that I rely on. If you love Outlook and Office, it is an excellent option.
  • Fastmail – Fastmail is a highly reliable, low cost hosted email service with a focus on enterprise grade security and privacy.

Licensing & Continuing Education

Below are some of the more popular sources for licensing and online CE classes.

E&O Insurance

Having good errors and omissions coverage is a must. Below are a few direct sources and agent organizations that offer E&O policies. If you work with an FMO or belong to an independent agent organization you should check to see if they offer E&O insurance as well.

Contracting, Support & Field Marketing Organizations

Coming Soon

VOIP & Fax

Below are a few VOIP providers for business lines, online fax and 800 numbers. I am personally very happy with RingCentral.

eSignature Solutions

eSignatures are now a viable signing option and can really speed the sales process up.

Webinar & Video Conferencing Services

Webinars done properly can be very lucrative as a compliment or substitute for traditional seminars. Online conferencing tools can serve multiple purposes including webinars, remote team meetings, sales presentations and client calls.

Productivity Tools & Resources

Many of you are already familiar with these services but just in case we decided to list a few of our favorites.

 

Whew! There you have it.

Over 250 tools and services for insurance agents and brokers.

What do you think? Did we missing anything? Feel free to share your favorites, suggestions and any other thoughts in the comments below.

{ 8 comments… add one }
  • Shawn F. October 20, 2017, 1:47 pm

    I can’t even begin to imagine how long it took to create this post. This is exactly what I was looking for. Thank you! 😉

    • Bryan October 21, 2017, 5:05 pm

      Thanks, Shawn! Resource pages like this one are always evolving. The current version took a little over two weeks to update and is eight years in the making. I’m glad it worked out for you!

  • Sandy August 12, 2018, 4:26 am

    This is great! Check out Harvest – it is a really easy time tracker system that has reporting and invoicing built in. I was recommended it by a fellow agent and love it.

    • Bryan August 23, 2018, 9:52 pm

      Glad you liked it, Sandy. I’ll give Harvest a look. Thanks!

  • Rish Ladha August 13, 2018, 4:47 pm

    Hey There,

    This is such a helpful list – thanks so much! I was curious to understand if, in your experience, a service that helps with intelligent ‘Lead Qualification / Lead Screening’ is useful for agents.

    Thanks
    Rish

    • Bryan August 23, 2018, 10:00 pm

      No problem, Rish. I’m glad you found it helpful.
      Lead qualification, in general, comes down to taking the time to get on the same page and nail down a solid set of lead qualification questions or script. I’ve found this to be the most critical component whether you are talking about inbound or outbound, in-house or a 3rd party services. If the foundation isn’t set, the outcome is often marginal at best.

  • Sharlet August 14, 2018, 5:59 pm

    Thank you for the GSuite discount code! I found this page looking for in indy agency lead management CRM and stumbled onto the email software section. We have been using a shared Gmail account for lead followup and I had no idea our communications were so exposed. I noticed other free email options have similar exposure as well. I feel like we really dodged a bullet on that one. GSuite was easy to set up and is working like a charm! 🙂

    • Bryan August 23, 2018, 10:13 pm

      My pleasure, Sharlet. Good move! The lack of privacy and full content ownership with most of the free emails services today is one of the most significant exposures of risk that I see among SMBs in the financial sector.

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