Insuretech Toolbox

Over the weekend I cleaned out my Chrome bookmarks and noticed a trend – apparently I collect insuretech companies.

Likely more valuable here than in a folder, right?

Most of these are simply awesome, and narrowing down the problem you need to solve is critical so you don't get caught fixing something that wasn't broken.

Smart Forms

• XILO
• Salt
• Formstack
• Featherly
• MagicForm
• Indio
• Ferro
• Covie
• RiskRevu
• EasySend

Policy + Loss Runs

• Canopy Connect
• GloveBox
• Loss Run Pros

Quoting

• Parsure
• Tarmika

Super Copy

• Gaya
• X AI

CRMs

• AgencyZoom
• Less Annoying CRM
• Better Agency
• GoHighLevel
• Ranger Station

Forums

• Collide

Webchat

• Podium
• GAIL
• Help Scout
• Brightside

Insurance Applications

• Indio Apps
• Wunderite

Payment

• ePayPolicy
• Ascend

AMS

• Vertafore
• Hawksoft
• Better Agency
• NowCerts

Lead Generation

• Zywave
• Task Minions
• onX
• Similarsites
• CoStar
• Lead Sherpa
• Insurance Xdate

Distribution Concepts

• WeSurance
• BoldPenguin
• ProWriters Cyber

Location Assessment

• Pully.ai
• Zesty.ai
• Risk Factor

Email Marketing

• ConvertKit
• SparkLoop

Mailers

• DOPE
• Lob
• QR Code Generator
• EDDM USPS

Websites

• WordPress
• Ghost
• Pressable

Virtual Assistants (VA)

• Fiverr
• Upwork
• Agency VA
• Cover Desk

Podcasts, Forums, Books

Insurance is a STEEP learning curve (more of a wall, actually). These are some educational and motivating resources I've learned about while climbing.

• Insurance Guys Podcast
• Collide.IO
• Mike Stromsoe
• Dr. Billy Williams
• Max Revenue Podcast
• Max Revenue HQ
• Insurance Dudes

Media Tools

• Munch
• StreamYard
• Adobe Enhance Speech
• Castmagic
• Eightify
• EasyBib
• BuiltWith
• Copy.AI

Multi-Stop Route Mapping

• Mapquest Route Planner (Free)
• BatchGeo
• BadgerMaps
• RouteXL
• Circuit
• RoadWarrior