Tech-Savvy Without the Headache: Easy Tools for Everyday Insurance Work

[This article was generated by ChatGPT and has been edited by the Surer team for clarity, readability and context.]

Digital tools are supposed to save time—but sometimes, they just add stress. The good news? You don’t need to be a techie to build a productivity-boosting setup.

Here’s a curated list of tools (with Singapore intermediaries in mind) that are simple, free or affordable, and save you time daily.

1. Calendly (or Google Calendar)
Tired of “what time are you free ah?” loops?
Use Calendly to let clients pick a slot based on your availability. For existing Gmail users, Google Calendar’s built-in “Appointment Slots” is great too.

2. Notion or Evernote
For all your product notes, client conversations, and “what was that thing MAS said?” documentation. Bonus: searchable and syncs across devices.

3. WhatsApp Business App
Add auto-replies, product catalogues, and labels (like “quote sent” or “follow-up needed”). Looks the same to your clients—but it’s a backend upgrade for you.

4. PDF Scanner Apps (like Adobe Scan or CamScanner)
Snap, scan, send—no more asking clients to “go find a printer.” These mobile apps turn your phone into a document centre, ideal for form submissions and ID captures.

5. Google Drive or Dropbox
For centralising documents and sharing securely with clients. You can organise by client folders, share editable docs, and even collaborate on policy comparisons.

Bonus: The Mini Tech Stack Checklist
✅ Calendar scheduler
✅ Note-taking app
✅ CRM or tracking system
✅ Document scanner
✅ Cloud file storage

Don’t let tech overwhelm you. Start with one or two tools that solve a clear pain point—then build from there. The key isn’t having every app, it’s having the right ones that work for you.