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How to Run Your Independent Insurance Agency on Google Apps for Work: Part 2 of 3

Run Your Independent Insurance Agency on Google Apps for Work: Part 2 of 3

There are countless tools available to boost productivity at your independent insurance agency. Google Apps for Work includes a full product suite to help you run your agency. In the first article of this three-part series, I walked through Google Apps for Works’ communication tools including Gmail, Hangouts and Calendar. Next up is Drive, Google’s file sharing service. 

Store, Sync, and Share Files with Google Drive 

It’s rare to spend all your time working in the office. You need files when you’re at a coffee shop getting ready to meet with a prospect, working from home or traveling. Traditionally, this can be challenging.  Keep everything in Drive and you can access the files from wherever you are on most any device. 

With Drive you don’t have to make sure that a file you opened on your laptop or a USB thumb drive was saved and moved back to your work computer. All your Drive files are synced across each of your devices including tablets, smartphones and laptops. And it doesn't matter if you’re on a Windows or Mac computer -- the files will sync just the same.

Sharing files also becomes much easier with Drive. If you’re working on a document you’re not quite ready to share with a colleague, keep the file private while you continue to work on it. Version control is easy with Drive. There’s no need to rename a file with the version number -- everyone can work on the same file. Grant permission to download, edit, comment or view, avoiding multiple versions and file merging. 

Get even more out of Google Drive with integrated apps including HelloSign for eSignatures. The Gmail and Google Docs add-ons make it easy to get documents signed from Drive.

Google Apps for Work offers two plans including unlimited storage and Google Vault.  Each plan can be purchased monthly or annually.  Google Drive includes 30GB of storage. If that’s not enough, you can pay $10/month for unlimited storage. Accounts with fewer than 5 users get 1TB per user. 

Continue to learn how to run your insurance agency with Google Apps for Work in part three this blog series. 

Here's part one if you missed it. 

Want more?

Download "eSignatures for Insurance: A Quickstart Guide."

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