Field Notes on Productivity Tools

Not enough hours in the day? ✋🏼 We've been there! In this episode, we explore problems that can be a time-suck for insurance agents. Our list of solutions could change the game for your business! Read the text version

 

Free Downloads:

Months of Medicare Sales Planner

The Busy ACA Agent’s Sale Calendar

 

Resources:

5 Things From the 2025 Budget Reconciliation Bill

Field Notes on Digital Marketing Resources

Field Notes on Traditional Marketing Resources

Get Focused with These Apps

Register with Ritter Insurance Marketing

Ritter Docs

Send your questions to the Agent Survival Guide Podcast! Email us [e-mail] or call 1-717-562-7211 and leave a voicemail.

Setting Up Your Insurance Business Structure ft. Frank Lavery & Justin Abodalo

The Ultimate Agent Resource List Pt. 1: Market Yourself

The Ultimate Agent Resource List Pt. 2: Keeping in Touch with Clients

The Ultimate Agent Resource List Pt. 3: Staying Organized

 

Productivity Solution Websites:

ABBYY FineReader PDF

Acuity Scheduling

Adobe Acrobat

Adobe Scan

Asana

Basecamp

Box

Cold Turkey

Document360

Docusign

Dropbox

Dropbox Paper

Dropbox Sign

eSignatures

FocusMe

Freedom

Google Calendar

Google Drive

Google Tasks

Great AEP

Microsoft Bookings

Microsoft Lens: Apple | Google

Microsoft Sharepoint

Microsoft To Do

Monday.com

Office Depot Shredding

OnceHub

RescueTime

Sharefile

SignNow

SimplyBook.me

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