Resource list

The tools insurance agencies actually run on.

Over 300 of them, sorted into 43 categories. Search the whole list, or jump straight to the part you need.

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309 tools, 43 categories

Digital and technology

183 tools
Insurance lead companies 5 tools

Real-time and fresh shared leads across personal lines, health and senior markets. Pricing and filters vary a lot by state, so run a small test order before committing volume.

CRM and lead management 19 tools

Most of these are trying to become the one system you live in, which makes the choice harder every year. The right pick depends on captive or independent, your product lines, and whether you want all-in-one or best-of-breed. Switching after integration is painful, so research properly.

Agency management systems 13 tools

An all-in-one spine for the agency. Check migration and integration paths against whatever CRM, dialer or rater you already run, and pick something that can absorb the product lines you plan to add.

eSignature 7 tools

Most agency management systems now sign natively. These are for agencies that want a standalone trail, or a workflow the AMS cannot do.

WordPress themes 4 tools

Where to find a starting design if you are building it yourself.

Web hosting 6 tools

Site speed is a ranking signal, so hosting is a lead generation decision and not just an IT one.

Content delivery networks 3 tools

A CDN serves your files from the server nearest the visitor, which speeds up the site, takes load off your host, and filters out a lot of malicious traffic on the way through.

Domain aftermarkets 5 tools

Where to buy a name somebody already owns.

Calendar and scheduling 9 tools

Self-scheduling cuts the back and forth out of booking an appointment and takes the admin off the producer.

Analytics and user behavior 10 tools

Traffic counts, conversion tracking, session recordings and heatmaps. Google Analytics is the default, and recent versions have pushed a lot of small businesses toward simpler alternatives.

SEO and market research 11 tools

Keyword research, competitor analysis and the free tools from the search engines themselves.

Logo and brand 6 tools

AI has collapsed the cost and turnaround of a decent logo. Custom design services still exist, and many now use AI in the process anyway.

Prospecting and marketing lists 7 tools

Lists are aggregated contact data, not leads. Nobody on a list asked to hear from you, so they suit direct mail, door knocking and cold outreach rather than a quote follow-up sequence.

Quoting and comparative raters 11 tools

Many raters are line specific, so a multi-line brokerage usually ends up running two or three.

Dialers 12 tools

Post-DNC, dialers earn their keep on speed to lead and producer throughput rather than raw volume. Most of the serious ones integrate with your CRM.

Website builders and CMS 6 tools

WordPress is the traditional starting point for non-developers. Drag and drop builders cost a monthly fee but include hosting, which is a separate bill and a separate learning curve on WordPress.

WordPress page builders 4 tools

Plugins that bring drag and drop editing to WordPress.

Done-for-you website design 6 tools

Insurance-specific design and development shops, for agencies that do not want to touch a CMS.

Domain registrars 5 tools

Where to register the name.

Website chat 6 tools

Live chat removes the wait between interest and a conversation, which is usually where a quote request is won or lost.

Conversion and landing pages 5 tools

Purpose-built pages and on-page prompts. All paid, and all easy to justify if they move the conversion rate at all.

Quote and web forms 9 tools

For rolling your own quote or contact form. Add Zapier or Make and most of these will post straight into your CRM, rater or dialer.

Content and writing 8 tools

Drafting, editing and everyday communication. The AI assistants below all have usable free tiers.

Freelance marketplaces 6 tools

Contractors for video, code, design, graphics, copy and telemarketing.

Lead generation and marketing

71 tools
Door knocking apps 3 tools

If door to door is part of the mix, these map the territory and keep the notes straight.

Prospecting data 6 tools

For filling in the contact details you are missing, or building a very specific list.

Ad and social graphics 7 tools

On social, the image does as much work as the copy.

Social media management 8 tools

Scheduling and organizing so the calendar does not depend on remembering.

Automation and integration 6 tools

Middleware that connects the tools you already pay for, without needing a developer. This is how the rest of this list stops being twelve separate islands.

Local directories and citations 8 tools

Google Business Profile first, and fill in every field. Citations elsewhere are what hold up local rankings. Captive agents may already have a Yext profile through the carrier.

Cold email outreach 3 tools

For scaling personalized outbound without sending it by hand.

Advertising platforms 5 tools

Search costs more per lead and converts better because the intent is already there. Social is where you create the interest and retarget the people who showed some.

Video production and editing 5 tools

Low cost and free editors that are good enough for social, ad platforms and local TV.

Email marketing 8 tools

Newsletters, autoresponders, funnels and automated lead follow-up. A dedicated sender usually beats the email feature bundled into a CRM on deliverability. Several below are free up to 1,000 subscribers.

Direct mail 8 tools

Still a strong channel for life, final expense and Medicare. Used for lead generation, nurture and client appreciation.

Print, cards and stationery 4 tools

Business cards and letterhead. Letterpress looks superb and costs accordingly.

Operations and organizations

55 tools
Email and business suites 4 tools

A free consumer mailbox is not a viable place for client information. The terms of service on free services generally allow the provider to use what passes through them, and a business mailbox costs a few dollars a month.

Errors and omissions 4 tools

Direct sources and agent organizations that write E and O. If you work with an FMO or belong to an independent agent group, check whether they offer it first.

Phone and communication 10 tools

VOIP, broadcast text, SMS marketing and voicemail. Several unified platforms cover all of it natively, so check what your AMS already does before adding another line item.

Productivity and everything else 17 tools

The general-purpose tools that end up running the back office.

Licensing and continuing education 5 tools

Pre-licensing and online CE.

FMOs, IMOs and appointments 7 tools

IMO, FMO and MGA get used interchangeably, and the definitions shift by product line and by carrier. In practice they all offer carrier contracts to independents, usually alongside training, technology, back-office support and lead programs.

Video conferencing and webinars 8 tools

Telesales and webinars replace a lot of drive time. The same tool usually covers client calls, team meetings and seminars.

You can buy every tool on this page and still not get found.

A CRM does not rank you. A dialer does not answer the question a person typed into Google at 9pm. The site is the part of the stack most agencies keep putting off, so we made it the fast part.

From $499. Live in a couple weeks. You own the site and the domain, and there is no long-term contract.

See the templates What it costs