The Broker’s Toolbox
integrated into your daily routine, you'll make the most of each business day. Discover what can help you make the smallest changes that bring the biggest difference.
The Broker’s Toolbox
At the office
On The Road
In A Meeting
The Broker’s Toolbox
As a broker, your success relies on managing a growing list of people that you convert from prospects to loyal clients.
With a customer relationship management platform like HubSpot Sales Hub at your side, you can effectively keep track of your network and provide sensitive responses to your changing market. Automate emails, track interactions with clients and monitor how effective each of your outreaches are ― and run the most efficient business for miles around without ever losing that personal touch.
Evernote helps you remember everything. With a substantial part of their administration platform available for free, you’re able to get a reliable taste of the effortlessly decluttered lifestyle before committing to a subscription. In any case, the subscription is minuscule when compared to the ease of mind you’ll gain from knowing all of your thoughts are stored neatly in one place.
Take notes, scan and
These AI assistants schedule meetings for you and calculate travel times, so you’ll never miss an appointment.
Integrating seamlessly into your Slack, Zoom and Outlook, means you’ll gain assistance without skipping a beat. Simply cc them into your usual communication to let them know what to schedule.
Thanks to built-in machine learning, they’ll learn from every interaction, and eventually be able to respond to you and your clients in a personalised way.
For a small monthly subscription you’re not just hiring an AI, you’re gaining a PA who’s available 24/7.
Sometimes the most useful tools are the simplest ones. This ROI calculator by John Carroll is devoted to helping you determine which leads in your database are delivering the best ROI.
Simply record historical information on leads to produce a useful statistical analysis. The more data you have, the more accurate the calculator. And the best part of this lead-tracker is that it’s incredibly easy to use, so you’ll start saving time and money immediately and without the painful learning curve we sometimes associate with anything worthwhile.
With apps like Vanido, you can use those travel downtimes to brush-up on client-facing skills in the most amusing ways!
Clients and colleagues will always be responsive to the finer points of personal appearance, no matter how competent you are. A little effort with personal grooming can go a long way to leaving a lasting, positive impression.
Vanido is a vocal training app that will not only teach you to sing, but also ensure you approach your next telephone call with a vocal tone that even the most cynical prospect will immediately feel they can trust.
WebRater is a specialised online trading platform brought to you by DUAL, Australia’s largest underwriting agency. Now you can obtain instant quotations and bindings 24-hours a day, 365 days of the year.
Join a community of brokers making over 30,000 annual policy transactions in over 450 occupations for insurance products, including Information Technology, Resource Liability and Corporate Travel.
It’s so simple to use, you can even bind and renew policies while on-the-go!
These AI assistants schedule meetings for you and calculate travel times, so you’ll never miss an appointment.
Integrating seamlessly into your Slack, Zoom and Outlook, means you’ll gain assistance without skipping a beat. Simply cc them into your usual communication to let them know what to schedule.
Thanks to built-in machine learning, they’ll learn from every interaction, and eventually be able to respond to you and your clients in a personalised way.
For a small monthly subscription you’re not just hiring an AI, you’re gaining a PA who’s available 24/7.
Scannable is an iOS app that turns your iPad and iPhone camera into a HQ scanner. This gives you the ability to capture images that you can, save, share and annotate while on the go.
The best part is that it integrates seamlessly into Evernote, which means you’re perfectly set up to scan all those odd yet essential notes you create while on the fly, and able to store them in an organised way without even a second thought!
WebRater is a specialised online trading platform brought to you by DUAL, Australia’s largest underwriting agency. Now you can obtain instant quotations and bindings 24-hours a day, 365 days of the year.
Join a community of brokers making over 30,000 annual policy transactions in over 450 occupations for insurance products, including Information Technology, Resource Liability and Corporate Travel.
It’s so simple to use, you can even bind and renew policies while on-the-go!
Evernote helps you remember everything. With a substantial part of their administration platform available for free, you’re able to get a reliable taste of the effortlessly decluttered lifestyle before committing to a subscription. In any case, the subscription is miniscule when compared to the ease of mind you’ll gain from knowing all of your thoughts are stored neatly in one place.
Take notes, scan and digitise documents (via Scannable), annotate PDFs, store emails.... The list of filing capabilities Evernote offers can tame even the most disorganised desk, with the added assurance of cloud-based storage.
InnoCentive@work is a crowdsourcing platform like no other. If you have a business challenge you’re struggling to find solutions for, InnoCentive helps you engage your teammates in a way that encourages out-the-box thinking beyond their job descriptions.
You could even set up an internal network between yourself and other independent brokers to prove to yourself again and again the old adage that two brains are invariably better than one. With this approach, you’re sure to solve challenges in unexpected ways in less time than if you were tackling them alone.
Scannable is an iOS app that turns your iPad and iPhone camera into a HQ scanner. This gives you the ability to capture images that you can, save, share and annotate while on the go.
The best part is that it integrates seamlessly into Evernote, which means you’re perfectly set up to scan all those odd yet essential notes you create while on the fly, and able to store them in an organised way without even a second thought!
Any.do is the perfect unassuming collaborative app to help you plan workflows informally, while in meetings. Not only are you able to make a task list as you brainstorm, but you’re easily able to sync it across all your Apple devices and assign tasks to co-workers. This way you can get things done transparently, together.
To sweeten the deal, the built-in reminder function ensures you’ll never forget to do what needs to be done to reach your goals.
WebRater is a specialised online trading platform brought to you by DUAL, Australia’s largest underwriting agency. Now you can obtain instant quotations and bindings 24-hours a day, 365 days of the year.
Join a community of brokers making over 30,000 annual policy transactions in over 450 occupations for insurance products, including Information Technology, Resource Liability and Corporate Travel.
It’s so simple to use, you can even bind and renew policies while on-the-go!