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7 No-Code Tools Every Insurance Agent Must Have

7 min

Since the dawn of the pandemic, the Insurance industry has witnessed a major shift in its operational strategies. With customers inclining towards a touchless experience that is more custom-made and digitized, insurance companies have had to re-think the processes and software they rely on.

According to a survey by PWC, 41% of insurance customers are likely to change their insurance providers and move to insurance companies that provide faster digital solutions. This shows the need for Insurance agents to move to tools that are less complicated and provides maximum value for the customer.

From simplifying work across departments to accelerating the turnaround time, no-code tools can help an agent achieve his targets within the deadline with relatively less money, resources, and infrastructure. With innovations in the insurance industry, no code tools have become the pulse of the industry, catering to customer satisfaction at levels greater than before.

As a long-term, scalable solution, insurance companies started investing in no-code tools that are easy to work on for any non-technical professional and bring in high ROI for the insurance company. Before we get a detailed understanding of these tools, it is important to understand what no-code tools are:

What is the no-code tool?

Software, products, or applications with reduced reliability on IT and user-friendly operations are called no-code tools. These tools can be used to provide business solutions, without any coding. With no-code tools, non-technical workers have the leverage to create products, processes, or workflow without any knowledge of coding or support from IT.

Insurers do not need to depend on developers to build a product, as they can simply purchase the product from the market, and customize it according to their needs. One needs to simply choose the components to create the product. Moreover, these products with a no-code configuration and a responsive design make it easy for non-technical professionals to customize each client roadmap for better delivery.

As a result, customers who are applying for insurance, tracking a policy, or simply putting in a request can have a great front-end experience, delivered by the no-code tools. No-code tools accelerate the turnaround time due to the efficiency of the digitized software and also help in customer retention.

Now that we have a brief understanding of no-code tools, let’s look into 7 no-code tools that an insurance agent must have to increase his revenue and offer maximum value to the customer:

1. Agency Zoom 

The key element of being an insurance agent is that you have to be good at customer engagement. From knowing the deadlines to keeping track of each customer’s requirements, it can be quite cumbersome to tackle the entire process on paper or documentation.  

By using a no-code tool such as Agency Zoom, you can have all the information on the go in one place. You can flag when the deadlines are near, track your conversational contexts with each customer, and be reminded of each meeting or an important schedule in advance. Similar tools such as Levitate or Agency Revolution also help keep track of important dates and client meetings.

By maintaining a steady, ongoing relationship with your clients, you can assure them of the long-term benefits of the insurance plan you are pitching for and earn customer retention. 

2. HubSpot

As an insurance agent, one of the main concerns is to achieve the target by the end of the month. To ensure that you stay ahead of your competitors and have potential leads, CRM (Customer Relationship Management) software can help you achieve your targets with a positive sales closure and draw potential leads.

By integrating customers' requirements and behaviors into one cloud-based platform, HubSpot serves as the best CRM platform, enabling insurance agents to better understand their customers. Hubspot provides agents with the tools they need to provide excellent service and convert a potential lead the minute they are ready to go onboard.

With incredible sales strategies and data-driven features, HubSpot can level up your marketing goals, especially if you are looking forward to gaining customer loyalty and retention. Moreover, with customers willing to fill in the forms online these days and going through the process by themselves, HubSpot can act as a great tool to increase traffic and get potential leads. 

3. Mailchimp

With several digital marketing channels spreading out and dynamically transforming, email marketing has remained to be one of the most effective means of marketing even today. Did you know that 33% of marketers invest in weekly mail campaigns and 26% send emails multiple times in a month?

From newsletters to recent updates, email marketing brings in a high ROI and is one of the most effective forms of marketing. Marketing channels such as Mailchimp can help insurance agents keep their customers updated every week and offer a more personalized experience with reminders on renewal dates and so on. This not only creates a sense of reliability but also keeps the customer in the loop with the new plans and policies that they might be interested in.

Agents who are on a budget can try the free version as well. Some of the major features of Mailchimp are:

  • Tracking Customer Reports
  • Email Merge Tags
  • Automation Essentials


With several email marketing services coming up every year, it might be challenging to choose one that is within your budget and also gets you the desired results. Marketing Services provided by Zoho and Mailchimp are updated in alignment with the market trends and help a great deal in email marketing campaigns. 

4. Arno

Customer satisfaction is surely the highest priority for insurance agents, but it is also important to have access to tools and software that help in the direct growth of your business. To grow at an enterprise level most insurance agents use tools that help them with insights and strategies to increase their revenue.

The Arno app suggests ways to increase revenue, optimize it and work on possible cross-sell opportunities. It allows you to set goals and track your progress in achieving the key objectives for your agency. This helps you to stay competitive as an agent and work at a definite pace. 

5. Microsoft Teams

Microsoft Teams is a great tool to foster effective communication between teams and channel work accordingly. Used widely by corporates and Fortune 500 Companies, Microsoft Teams helps a great deal in keeping a team connected and organized. You can email the entire team in a jiffy or organize meetings remotely and do business with ease. A no-code tool such as Microsoft Teams contributes to a great extent in automating workflows or creating a sense of accountability across teams.

6. Asana

To keep the workflow steady, a project management tool is necessary for better execution. Asana is a project management tool that can break the work into manageable units and suggest additional efforts to complete bigger tasks. It also has the feature to assign work to individuals in a team.

The best part about Asana is that it can be synced with Gmail, Microsoft Teams, and other commonly used tools. With a simple and organized interface, Asana helps to channel the workflow and get the tasks done promptly. An insurance agent with potential leads and clients also has a lot of data to take care of. A project management tool like Asana can come in handy in such cases for high-profile insurance firms to ease the task for insurance agents.

7. Zoom or Google Meet

With the onset of the pandemic, virtual meetings have become the new norm. Zoom and Google Meet have become a routine for people across the globe working remotely. Likewise, for insurance agents too, no-code tools like Zoom and Google Meet have become handy to reach out to clients and provide a more personalized experience, where agents can get on a call with clients to clarify doubts instead of physically traveling to the client’s house.

Moreover, both Zoom and Google Meet come with screen-sharing features, so the agent can elaborate any plan or policy easily, and assist the customer in a better way.

Legacy software help in getting the job done, but they are often coded and out of a layman’s reach. One might require IT assistance in case of bugs and errors. New no-code applications and software are hassle-free and come with a lot of additional features that can help an agent attract new customers and contribute to his agency.

With newer software and processes coming up every day, it is much easier for agents to create a better customer journey and facilitate their earnings. While the seven tools mentioned above are well integrated and good options for agents, it is important to understand the chief objectives and goals as an insurance agent before opting for any of these. These tools serve as a medium to ease the workflow and keep things in perspective so that important agendas aren’t missed out on and the agent can increase his revenue more effectively.


To conclude, we hope that the seven tools mentioned in this blog will help you strategize your workflow more effectively and draw more leads and long-term potential customers. 

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