The Ultimate List of Online Tools for Insurance Agents to Get More Clients and Earn More

Written by Zoe King ✏️

Last updated July 16, 2024

✅ Our Top Picks

Here are our top recommended online tools for insurance agents!


Build high-converting sales funnels and close more deals without any technical or design skills required.


Email marketing, sales/marketing automation, and CRM tools for insurance agent.

Surfer SEO & AI

Optimize your content and skyrocket your organic traffic to rank high on Google and attract more clients.

According to a recent study, technology is reshaping the insurance industry at an unprecedented pace.

A whopping 87% of insurance stakeholders reporting they’re actively investing in digital tools and solutions.

As the world becomes increasingly digital, insurance agents need to keep up with the latest technology to stay ahead of the competition.

Fortunately, there are many online tools for insurance agents that can help you increase your productivity and profitability.

What are the Best Online Tools for Insurance Agents?

Whether you want to streamline your work, manage your clients, generate leads, beat the competition, automate tedious tasks, gain valuable insights, or make more money as an insurance professional, you’ll find the perfect tool to suit your specific needs on this page.

1. ClickFunnels

The Best Sales & Marketing Funnel Tool

What Is It Used For?


As an insurance agent, do you want to get a constant flow of customers?

If yes, then ClickFunnels is an absolute must-have if you truly mean business.

With ClickFunnels, you can easily build high-converting sales funnels and close more deals without any technical or design skills required.

In short, getting people to your website and turning them into happy paying customers is what ClickFunnels does best.

ClickFunnels empowers insurance businesses to simplify lead generation, automate communication, and personalize the customer journey, ultimately streamlining operations and driving sales success.

A funnel built with ClickFunnels removes complexity, helps the customer get what they want faster, and increases your profits.

2. ActiveCampaign

Sales and Marketing Automation + CRM

What Is It Used For?


As an insurance agent, you know the importance of creating memorable customer experiences.

With ActiveCampaign, you can take your email marketing, marketing automation, and CRM efforts to the next level.

The platform offers a suite of tools that enable you to create customized and automated marketing and sales processes, helping you capture, qualify, and engage leads.

With ActiveCampaign CRM, you can efficiently execute profitable customer journeys that keep your clients happy and coming back for more.

3. Surfer SEO & AI

SEO & Content Powerhouse

What Is It Used For?


If you are an insurance agent looking to boost your online presence and attract more clients, you might find Surfer’s suite of SEO and AI content tools incredibly useful.

With Surfer, you can optimize your content and skyrocket your organic traffic in no time.

Their powerful AI writing tool is designed to generate ranking-ready content in minutes, making it easier for you to communicate your message to potential clients.

Additionally, Surfer can analyze the top-ranking pages on Google for insurance-related keywords and provide you with recommendations on how to improve your own content based on 500+ different on-page SEO factors.

This can help you create content that is both informative and SEO-friendly, leading to better visibility and reach for your insurance agency.


4. GetResponse

Next-level Email Marketing & Automation

What Is It Used For?


As an insurance agent, you know how important it is to communicate effectively with your clients.

That’s where GetResponse comes in – it’s the perfect email marketing software for insurance agents to stay in touch with their subscribers and policyholders.

It allows you to create, send, track, and measure your email campaigns with ease while converting contacts into customers.

With GetResponse, you can:

  • Collect contacts with signup forms, popups, landing pages, and native integrations.
  • Nurture subscribers by delivering valuable content with AI-powered newsletters and autoresponders.
  • Optimize with analytics by getting actionable insights on how your emails and campaigns are performing.
  • Convert website visitors with timely popups, web push notifications, and live chats.
  • Nurture subscribers with autoresponders and automation scenarios aligned with their funnel stage.
  • Retain customers with marketing automation campaigns based on data-driven segmentation.
  • Synchronize and integrate data with leading eCommerce platforms.
  • Promote your insurance products and services products to the right clients based on their behavior & AI-powered insights.
  • Increase sales conversions with automated emails, product recommendations, and promo codes.

5. Cloudways

Fast and Reliable Web Hosting

What Is It Used For?


As an insurance agent, establishing a strong online presence is crucial to your success. Having a high-performing website is a key component of this.

That’s why it’s important to host your website with a reliable web hosting provider that can meet your unique needs.

If you’re looking for a top-notch web hosting provider, Cloudways is definitely super reliable.

They offer cloud-based, performance-oriented hosting solutions with a secure managed cloud infrastructure that allows you to have a website for your insurance business.

This is important for driving traffic and leads organically (and without spending on ads) even  when you’re sleeping.

6. Divi

Insane WordPress Theme & Page Builder

What Is It Used For?


If you want your insurance agency website to stand out, you need to use Divi, the most popular premium WordPress theme for designing your site.

Divi is a remarkably professional theme and has its own incredibly advanced page builder called the Divi Builder.

Divi Builder is an exceptionally powerful, modern no-code visual drag-and-drop website builder that allows you to design your website the way you want.

This is one of the must-have online tools for insurance agents as it comes with a free insurance agency website template that you can easily download and customize for your insurance business.

With Divi Theme and Builder, you can create a stunning website for your insurance business without any coding knowledge.

7. Elementor

Powerful Website Builder & Hosting

What Is It Used For?


Elementor gives you a range of tools in one place to build a professional website for your insurance business.

These are Elementor Pro Plugin, Elementor Hosting, Elementor AI, and Hello Theme.

  • Elementor Pro Plugin: This page builder allows you to visually design beautiful websites using a simple, intuitive drag-and-drop interface.
  • Elementor AI: This next-level AI-powered tool is natively integrated within the Editor to generate original text, code, and images for your website.
  • Elementor Hosting: Powered by Google Cloud Infrastructure, this is a managed WordPress hosting platform that is optimized for Elementor. It comes with powerful features.
  • Hello Theme: This is a lightweight and fast WordPress theme that is perfect for Elementor websites.

8. Hostinger

Affordable Web Hosting Service

What Is It Used For?


If you’re looking for a cheaper web hosting provider for your insurance website than Cloudways, Hostinger could be a great choice.

They offer a wide range of affordable and desired hosting plans to individuals and businesses of all sizes.

Their plans could be as low as $1.99/month.

Hostinger promises a 99.9% uptime guarantee, 24/7 customer support, free website migration, and a free domain name.

9. Podia

All-in-One Online Course Platform

What Is It Used For?


With Podia, you can easily create and sell online courses, memberships, and digital products on insurance-related topics, without having to worry about any technical details.

This can help you attract people who are interested in buying insurance and also gives you an additional stream of income.

As an all-in-one online course platform, Podia provides you with the tools to set up your own storefront and deliver digital content to your audience, whether that’s existing clients or potential new leads.

Podia also lets you keep all of your products, content, customers, email subscribers, payments, and data in one place, making it easier to manage your online business.

It even integrates with popular email marketing tools, so you can communicate with your audience and promote your courses.

10. ThriveCart

Cart/Checkout Page & Affiliate Management Platform

What Is It Used For?


Being an insurance agent, you need a reliable and efficient shopping cart and checkout platform to sell your insurance policies online.

ThriveCart is an ideal solution for you. With its user-friendly drag-and-drop interface, you can easily create stunning cart pages, checkout pages, and funnels to streamline your sales process.

ThriveCart allows you to manage the pricing structure, tracking, and reporting of your insurance sales through those pages.

Additionally, ThriveCart comes with a built-in affiliate management system and seamless integration with popular payment gateways like Stripe and PayPal.

What’s more, ThriveCart has a one-time fee, making it a more affordable option for insurance agents compared to other shopping cart platforms that charge a monthly or annual fee.

11. Tailwind

Social Media Marketing Automation

What Is It Used For?


Tailwind automatically writes social media content for you, designs social media graphics for you, and schedules/publishes your social media content.

As an insurance agent, you can benefit from these capabilities by automating your social media and email marketing campaigns.

You can set up personalized email sequences that follow up with leads, educate them about different insurance options, and ultimately convert them into paying clients.

Tailwind has a powerful AI copywriting tool, Ghostwriter, which can handle a whopping 50+ marketing tasks for your insurance business. This tool can analyze your website to capture your exact brand voice and produce personalized copy that sounds like you wrote it.

12. SkillShare

Thousands of Hands-On Creative Classes


What Is It Used For?


If you’re an insurance agent looking to expand your skill set and stay up-to-date with the latest industry trends, Skillshare is one of the essential online tools for insurance agents you must try out.

With over 27,000 classes available, you can find courses on everything from marketing and sales to risk management and insurance law.

By joining this online learning community, you’ll have access to a wealth of information that can help you advance your career and better serve your clients.

Plus, with 60,000+ student projects to explore, you’ll be able to see real-world examples of how others are putting their new skills into practice.

13. LastPass

Feature-rich Password Manager

What Is It Used For?


As an insurance agent, it’s important to keep your clients’ personal data and sensitive information safe and secure. 


That’s why you should consider using LastPass, the #1 password manager trusted by over 33 million people and 100,000+ businesses. 

LastPass offers a range of useful features including secure login sharing, an encrypted vault, autofill, and much more. 

With LastPass, you can generate and store strong passwords for all your insurance-related accounts, easily autofill login information on any device, and enjoy a passwordless experience.

Conclusion: Online Tools for Insurance Agents!

With 87% of insurance stakeholders reporting they’re actively investing in digital tools and solutions, technology is transforming the insurance industry.

The online tools for insurance agents that we have discussed above can help you streamline your work, manage clients, generate leads, beat the competition, automate tedious tasks, gain valuable insights, and ultimately make more money.

By using these online tools, not only will you grow your insurance business, but will also be albe to save time and focus on building excellent relationships with your clients.

It’s time to embrace technology and take advantage of these online tools for insurance agents to stay ahead in the game.

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This content is provided for informational purposes only and should not be construed as financial advice.

Editorial Disclosure

Every piece of content we publish is developed by knowledgeable professionals with real-world experience and undergoes rigorous research and fact-checking processes.

About the Author

Zoé King is a successful digital entrepreneur and creator who founded SHiFTCADEMY.COM as a way to help awesome people like you find legitimate and future-proof income ideas so you can make money and shift your life forward!

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