Insurance Agent Resources

Here is a list of resourceful links we have snatched up while wandering the web. From tips, scripts, plugins, software, service providers etc. we will begin to share what we have found has been most helpful for agents new and experienced.

Of course, if you have a product or service that you find tremendously helpful (or free), and you think other agents would benefit from it, feel free to drop us a message on our CONTACT US page.

This page is divided into various categories that explain the resource;

  • Website: Word Press Plugins, Templates,
  • Licensing & Contracting: Continuing Education (CE) Providers
  • Software: CRMs, Quoting Tools, Dialers, Efax
  • Sales & Marketing: Sales Data
  • Insurance Companies: Summaries, Underwriting

Be sure to bookmark this page and come back to it regularly as we add more resources.

SALES AND MARKETING

  • www.vistaprint.com The quickest print website with reasonable pricing. We recommend everyone get their business cards here. As far as stationary goes you can sometimes find better deals or promos on https://www.retailmenot.com/view/vistaprint.com.

Sales Data

LRG

lrglogo

800-884-8371

Visit Website

ListShack

list-shack-logo-image

888-905-3282

Visit Website

SOFTWARE

Efax/800 Number

RingCentral

ringcentral_logo

800-820-3676

Visit Website

CRM’s

RadiusBob

radius_logo_new

888-593-2021

Visit Website

Zoho

zoho-download

877-834-4428

Visit Website

MyMoPro

mymoblack

855-924-7662

Visit Website

Quoting Tools

CSG Actuarial

logo-csg-new

1-855-861-876

Visit Website

FEX Quotes

logo

1-800-878-0122

Visit Website

Ninja Quoter

nq-logo-web

1-877-286-4652

Visit Website

Dialers

DYL

dyl-blue-logo1

1-855‐357‐9249

Visit Website

SalesDialers

image_1a040e0d-160d-4ab1-b5ea-31df3db6d73b

1-800-662-4009

Visit Website

EVS7

evs7-logo-head-retina

1-800-713-8353

Visit Website

LICENSING & CONTRACTING

  • http://www.nipr.com/ The main website for checking state licensing requirements, renewing your license online, and applying for additional licenses. Applying for a license in another state takes 5 minutes and usually is granted within 24-48 hours.

Continuing Education (CE) Providers

WebCE

logo_2017_header

877-488-9308

Visit Website

Kaplan Financial Education

kaplan-logo

877-708-2790

Visit Website

CEAuthority

totalce_logo

800-334-8322

Visit Website

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