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Tech Tips & Tools for WFH Insurance Agents

Work From Home Insurance Agent Resource Library

SOFTWARE 

Get Access To Online Course

GO Agent GO Software Recommendations and Links

Viddyoze - Video Animation

Breathtaking Animations In 3 Clicks With The World’s Easiest Full-Auto Video Animation Software!
Studio-Grade Intros, Outros, CTAs, Logo Stings, Social Actions, And Pure Live Action Magic... All Done In The Cloud, So You Can Create From Anywhere
Est. Cost: $97 (one-time) Upgrades Available

Lately Social - Social Media Scheduling Software

#1 FREE Scheduling Software for your Social Media
Lately Social will help you save time & optimize profile management on all your social networks. Upload videos & photos conveniently from your computer or smartphone to all of your social networks!
Est. Cost:  Free  (Upgrades Available)

VidIQ - How To Get More Views on YouTube / Keyword Research

Best of breed tools meet best in class strategy
Unleash your video marketing potential and build a loyal audience of consumers with tools that ignite your fan base, and strategy to keep you on track. We've reinvented the way that brands engage consumers using video.

Est. Cost:  Free  (Upgrades Available)

Adobe Premiere Pro
Video Editing Software

Get the leading video editing software for film, TV, and the web. Creative tools, integration with other Adobe apps and services, and the power of Adobe Sensei help you craft footage into polished films and videos in one seamless workflow.

INCLUDES:
Access to the latest features and updates as soon as they’re released
100GB of cloud storage, Premiere Rush, Adobe Portfolio, Adobe Fonts, and Adobe Spark
Est. Cost: $20.99 a month/annual plan

Adobe Photoshop

The world’s best imaging and graphic design software is at the core of just about every creative project, from photo editing and compositing to digital painting, animation, and graphic design.

INCLUDES:
Access to the latest features and updates as soon as they’re released
Photoshop on desktop and iPad, 100GB of cloud storage, Adobe Fresco, Adobe Portfolio, Adobe Fonts, and Adobe Spark
Est. Cost: $20.99 a month/annual plan

Adobe Creative cloud

Get our entire collection of creative desktop and mobile apps and services for designing images, graphics, layouts, user experiences, video, and audio for print, the web, and mobile devices.

INCLUDES:
Photoshop, Illustrator, InDesign, Adobe XD, Lightroom, Acrobat Pro, Animate, Dreamweaver, Premiere Pro, Premiere Rush, After Effects, Dimension, Audition, InCopy, Lightroom Classic, Media Encoder, Character Animator, Prelude, Fuse, Bridge

Access to the latest features and updates as soon as they’re released
100GB of cloud storage, Adobe Portfolio, Adobe Fonts, and Adobe Spark
Est. Cost:  $52.99 a month/annual plan

Web Browser - Chrome

Utilize Sync (auto save of logins/passwords), bookmarks (organizing bookmarks) sharing,  multiple extension (Use Safari or Edge for 2nd browser) 
Est. Cost:  Free

OneNote from Microsoft

Software to create, organize, capture, sync & share on all devices. Includes OneDrive cloud storage account.
Est. Cost:  Free

Adobe Acrobat Pro

PDF Software - with Document Cloud storage
Est. Cost:  $15 mo. / $180 yr.

Adobe Scan - Mobile

(Tablet / Smartphone) Document / Business Card Scanning Software that works with Adobe Acrobat Pro (See Lesson 5, Chapter 2 for file labeling prior to scanning).
​Est. Cost:  Free
Download from Apple / Microsoft App Store

Computer DATA Backup - Carbonite

Data Backup Protection
 (HIPAA compliant/encrypted option available)
Est. Cost: Basic service $6 Mon. / $72 yr. | $12 mon. / $149 yr. (HIPAA Compliant) 

Sideline - 2nd Phone Line

Second phone line on your cell phone

Uses existing cell phone data plan.

Includes texting and web browser for text messages.
Est. Cost: $99 yr.

Online Appointment Scheduler - Calendy

Schedule Your Appointments Online.
Receive text & email notifications and auto reminders.
Est. Cost: $15 mo. / $180 yr.

Online (Screen Share) Meetings - Zoom

 Meetings for multiple attendees. Unlimited time on one on one meetings.

Est. Cost:  Free (up to 40 mins.)

Video Email - Bombbomb

BombBomb’s software lets you record and send videos directly to anyone from your computer or smartphone (iOS and Android). No special software or cameras required. If you know how to send an email, you can send a video with BombBomb.
Est. Cost: $70 mo. / $840 yr.

Email Marketing - GetResponse

Find new customers and build your email list with lead generation tools that turn anonymous connections into loyal fans.
Est. Cost: $50mo. / $600yr.  (for advanced automation email replies etc.)

Gotfreefax - Faxing Software

Free Online Faxing Service for PDF's.
No need for a 2nd phone line for faxing.

Est. Cost:  Free

Chat on Website - Drift

Bring your go-to-market teams together to deliver personalized customer experiences that increase your revenue, shorten your sales cycles, and strengthen your brand.
Est. Cost:  Free (pro package available)

Websites, Domain Names, Email, E-Commerce

Complete Website Services
Websites, Domain Names, Email, E-Commerce,Wordpress Hosting, SSL,
Est. Cost: Email: $6 mo. $72 yr. |  Website hosting - $9 mo. / $108yr.

Microsoft Office 365

Office Suite of products; Word, Excel, PowerPoint, One Drive, One Note
Est. Cost:  $69 - 99 yr.

Website Design for WordPress - ThriveThemes

Themes & plugins, built from the ground up to make your entire website convert more of your visitors into subscribers, customers & clients!

Est. Cost: $19 mo. / $228 yr.

Wondershare

Video Converter, Editor, Recorder, Transfer, Compressor
· Convert video/audio/image to 1000+ formats

· Screen Record
· Burn, copy, rip, edit DVD/Blu-ray easily
· Download online video in one click
· Record, transfer, fix, compress videos
Est. cost: $49.99 (One time purchase)

Monosnap

Share screenshots and videos to be more productive and clear working remotely.
Est. Cost:  Free

Logitech Webcam & Video Software

Logitech Capture for use with Logitech Cameras

Logitech G HUB Software lets you customize videos, add effects, adjust image, Logitech G gaming mice, keyboards, headsets, speakers, and other devices

Est. Cost:  Free (with purchase of Logitech Camera)

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Note: Commissions may be earned from the links below.

Go Agent GO Mobile Resource Library

Get the Ultimate Resource Guide

The Eazy VB Ultimate Resource Guide is designed for anyone looking to enhance their tech skills and scale their virtual business. This guide covers the basics of scaling a paper-based office business to a digital, paperless and mobile virtual platform. This e-book is a reference guide based on the self-paced, step by step online Eazy VB video course.

 
Includes 2 FREE video lessons from the online course!


Watch 'How To' Videos

'START WITH ‘WHY’ WHEN STORYTELLING FOR WORK FROM HOME INSURANCE AGENTS'


'3 Cost-Cutting Strategies for Work From Home Insurance Agents'


'HOW TO CREATE AWESOME VIDEOS ON YOUR IPHONE FOR YOUR INSURANCE CLIENTS' (OUTSIDE)
PART 1 OF 3


'HOW TO CREATE AWESOME VIDEOS ON YOUR IPHONE FOR YOUR INSURANCE CLIENTS' (OUTSIDE)
PART 2 OF 3


'HOW TO POST TO INSTAGRAM FROM YOUR COMPUTER'


'How to remove a shadow from a ping image on website using Thrive Themes'


Blog / Vlog

Start With ‘Why’ When Storytelling For Work From Home Insurance Agents

Resource Library Blogs / Vlogs Software Hardware Lifestyle Consultation/Coaching Start With ‘Why’

​Read More

3 Cost-Cutting Strategies for Work From Home Insurance Agents

Resource Library Blogs / Vlogs Software Hardware Lifestyle Consultation/Coaching 3 Cost-Cutting Strategies

​Read More

GO Agent GO Resource Library

Get the Ultimate Resource Guide

'SOFTWARE / HARDWARE / ORGANIZATION TO SCALE YOUR VIRTUAL BUSINESS'

The Eazy VB Ultimate Resource Guide is designed for anyone looking to enhance their tech skills and scale their virtual business. This guide covers the basics of scaling a paper-based office business to a digital, paperless and mobile virtual platform. This e-book is a reference guide based on the self-paced, step by step online Eazy VB video course.

 
Includes 2 FREE video lessons from the online course!


Watch 'How To' Videos

'Start With ‘Why’ When Storytelling For Work From Home Insurance Agents'


'3 Cost-Cutting Strategies for Work From Home Insurance Agents'


'How to Create Awesome Videos On Your iPhone For Your Insurance Clients' (Outside)

PART 1 of 3


'How to Create Awesome Videos On Your iPhone For Your Insurance Clients' (Outside)

PART 2 of 3


'HOW TO POST TO INSTAGRAM FROM YOUR COMPUTER'


'How to remove a shadow from a ping image on website using Thrive Themes'


Start With ‘Why’ When Storytelling For Work From Home Insurance Agents

Resource Library Blogs / Vlogs Software Hardware Lifestyle Consultation/Coaching Start With ‘Why’

​Read More

3 Cost-Cutting Strategies for Work From Home Insurance Agents

Resource Library Blogs / Vlogs Software Hardware Lifestyle Consultation/Coaching 3 Cost-Cutting Strategies

​Read More

100 Ways To Boost Your Work From Home Insurance Business

Resource Library Blogs / Vlogs Software Hardware Lifestyle Consultation/Coaching ‘HOT 100 WAYS’

​Read More

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or just $179 today!
The complete system for Organizing and Scaling your 'Work From Home' Insurance Business.

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