PANDADOC
An app that allows you to create, send and track professional-looking proposals. Use this app to receive electronic signatures on new proposals, eliminating the need to print lengthy documents or ask your customers to print, scan and return documents back your way.
GENIUS SCAN
Genius Scan digitizes and scans documents directly from your phone and allows you to scan as much as you need, with no watermark, for free. Once you’ve finished scanning your document, you can email to anyone directly through the app.
WOVEN
This cross-platform calendar app helps manage events and appointments. Create and save templates for common meeting types and become better organized with the use of their handy templates.
PDFElement
Change PDFs directly on your phone through the app by adding images, cropping, watermarking, adding links, changing the background and editing text. You can also convert PDFs to Word or Excel formats.
ASANA
With this task management app, keep track of ongoing work and long-term projects, coordinate teams and distribute workloads to assure work doesn’t fall through the cracks.
Digital transformation affects everyone in the insurance industry and unfortunately some businesses won’t make the cut. Those who will survive will take a strategic, top-down approach to reinventing themselves. They’ll put everything on the table, ask the tough questions and make the tough decisions to ensure they’re meeting the evolving needs of the customer.