Why Your Insurance Agency Needs to Go Mobile

By Allison Babberl on April 20, 2016 in Technology

Why Your Insurance Agency Needs to Go Mobile

Going Mobile: Key to Growth for Modern Insurance Agencies

Our world is going digital.  With this digital revolution comes hectic lifestyles where we all are constantly connected digitally to one another. Our lives are all incredibly busy. Your agents and your clients no longer work the traditional 8-5, and your agents need to have the agility to work remotely in order to best serve your clients.  This challenges insurance agencies to become more flexible and mobile with their database systems so they are able to give clients the support they need.  Mobility can be a challenge, but it is a necessity your agency should master in order to stay relevant and continue to grow into the future.

What it Means to Be Mobile

What does it truly mean to be mobile?

  • Responsive. Quit the constant scrolling and zooming to read information on the screen, view the database perfectly formatted for your mobile device. 
  • Prepared. Always be ready for client and prospect meetings. Access the right information at the right time to best help your clients and answer their questions. A cloud-based, mobile-friendly system means you can open the database from any browser on any device.
  • Flexible. Work from anywhere, at any time, on any mobile device. All you need is an internet connection. It gives you the flexibility to meet your clients in their comfort zone without the restrictions of a traditional desktop system. It also allows your agents to serve their clients needs when and how they want, sowing the seeds for future referrals.

Connect with Real People in Real Time

People expect mobile. A Nielsen report found in the second-quarter of 2014, 85% of people aged 18-24 owned mobile devices and 86% aged 25-34 owned them, an increase from 77% and 80% from the same time in 2013. These numbers grow at a steady clip every single year. But it’s not just the younger generations that are utilizing mobile devices, mobile usage for users aged 55 and older jumped 14% in 2015 alone.

“The 55-years-and-older consumer segment is actually the fastest 
growing faction of mobile users, increasing its combined multi-platform and mobile-only share of audience from 60 percent to 74 percent.”


What does this mean? Consumers trust mobile devices. Having them in your insurance agency will show your clients that you are aware of the evolving world and are doing your part to keep relevant with the times. Your agents will have the ability to serve their clients wherever they are without having to burden the administration by having to call in for information. 

Providing detailed information in a shorter amount of time will lead to trust and respect from your clients. SuperOffice found a 74% increase in customer satisfaction due to faster response times to requests and inquires. Taking your agency mobile can help you accomplish the relationship where your clients know, not just think or hope, that they are your number one priority.

In addition, when clients are impressed with your services and customer care, your referral base will grow. Harvard Business Review found that “consumers with positive social-care experiences are three times more likely to recommend the brand to others.” Giving your clients faster, top-notch care will bring more business to your agency and foster more growth than those who give slower, mid-level care.

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Now, Not Tomorrow

Going mobile is something your company should heavily consider now. Doing so could mean the difference between achieving your goals vs. falling short of them. Other businesses and agencies, maybe even your competitors, are finding the advantages and benefits of going mobile.

A study by Innoppl found that 65% of sales reps using a mobile CRM achieved their 
sales quotas vs. the 22% of sales reps that did so using a non-mobile CRM. 

To help ensure the health of your agency, you need to evolve, take risks, and find those differentiators that make your insurance agency stand out. Demonstrating to your clients that you are utilizing all available technologies and devices is a powerful differentiator because it shows your clients your commitment to serving them at the highest level possible. A survey by SuperOffice found that 61% of the businesses believed that mobile CRMs are now the mainstream rather than just hype or a feature that’d be “nice-to-have.” Making your agency mobile could be your differentiator.

A little nervous?

Upgrading and changing technology can be a stressful situation, but support makes it easier. AgencyBloc will mentor and help you through the process of adopting our customized mobile Agency Management System. Want to learn more? Check out our tour video detailing the features and benefits that come with having your own health and life insurance-specific management software.

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Allison Babberl
Allison Babberl

Allison is the Marketing Content Specialist at AgencyBloc. She creates educational content and designs videos to promote AgencyBloc's resources to help you organize, automate, and grow your insurance agency. Favorite quote: “Conversation is the bedrock of relationships. Without it, our relationships are devoid of substance.” -Maribeth Kuzmeski More articles


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