10 Tech Tools to Add to Your Agency Wishlist

As we wrap up the year, there's no better time to think about upgrading your professional toolkit. Whether you're looking to enhance client communications, or boost your productivity in 2025, these tools might just be the perfect addition to your wishlist. At LightDoc, we've integrated these tools into our daily operations- but they aren’t just for tech startups. Let's explore ten powerful solutions that can transform how you work.

1. Notion - Your Digital Command Center

Notion is the tool I use and benefit from most often. It’s acts like a second brain to help you stay organized, efficient, and creative. Some great use cases for Notion:

• Daily, weekly, monthly planning & productivity system

• Integrated calendar

• Customer relationship management & sales pipeline tracker (custom databases)

• Employee knowledge base

• Meeting prep notes & transcripts

• Marketing content management system

• Client proposals / branded microsites

2. Supernormal - Your Virtual Meeting Secretary

For professionals who spend hours in client meetings discussing complex policies and coverage options, Supernormal is a game-changer. It automatically joins your virtual meetings, creates accurate transcripts, and provides detailed summaries. No more struggling to remember important details from that crucial client conversation – everything is captured and organized for you.

3. Loom - Personal Touch at Scale

Loom is a fantastic tool for screen recordings and voice overs. Create quick video walkthroughs of policy details, record personalized claim explanations, or send welcome messages to new clients. It's particularly effective for communications that might be difficult to convey through email alone.

4. Claude - Your Intelligent Assistant

Claude is a versatile AI model developed by Anthropic that excels at writing tasks and creating interactive dashboards through natural language instructions. For instance, we leveraged Claude's capabilities to create our Cost Calculator, streamlining what would typically be a complex development process into a straightforward implementation that took just minutes to complete and deploy to our website.

5. Typeform - Elegant Forms & Surveys

Create beautiful risk assessment surveys, policy preference forms, or client satisfaction questionnaires. The ability to build weighted scoring systems makes it perfect for creating preliminary risk evaluation tools that clients can complete before their first meeting.

6. Arcade - Client Education Made Simple

For agencies offering self-service portals or digital tools, Arcade provides an elegant solution for client education. Create interactive walkthroughs of your claims process, policy management systems, or online payment portals. These guided tours can significantly reduce support calls and improve client satisfaction. No coding needed- just record your screen as you walk through the process and use Arcade’s editing app to add instructions, animations, and more to each step of the process.

7. Figma & FigJam - Design and Visualization Powerhouse

Figma is perfect for creating and maintaining your agency's visual identity. Design professional letterheads, business cards, presentation templates, and marketing materials that consistently reflect your brand.

FigJam, Figma's more streamlined companion, excels at visualizing complex insurance workflows. Use it to create clear claims process flowcharts, map out underwriting procedures, or conduct virtual brainstorming sessions with your team.

8. Notebook LM - Data-Driven Insights

Google's Notebook LM transforms large datasets into actionable insights. Analyze thousands of customer reviews and meeting transcripts by simply uploading PDFs or pasting text. The platform enables precise data exploration with verifiable references - when analyzing our client base, we uncovered key persona traits and recurring pain points by tracing insights directly to source materials. This verification feature ensures our strategic decisions are backed by concrete customer data.

9. ChatGPT - Your Multi-Purpose AI Partner

ChatGPT has evolved into a suite of powerful tools, each with unique capabilities for insurance professionals:

• GPT-4 with Web Search: Perfect for researching industry regulations, market trends, and staying current with insurance legislation. It's like having a research assistant who can quickly compile information from reliable sources.

• GPT-4 with Vision: Invaluable for analyzing documents, photos, or spreadsheets.

• GPTo1 -Great for more complex tasks like brainstorming, strategy sessions, and problem solving.

• Sora - Generate high quality videos with a simple prompt. This tool is very new, so the results may vary- but it won’t be long before full commercials or movies are made entirely by AI.

• Voice Mode: Transform your commute into productive time by rehearsing client presentations, reviewing policy details, or brainstorming solutions to complex coverage scenarios. It's like having a knowledgeable colleague available for discussion anytime.

• Dalle: Quickly generate images for your agency's marketing materials, social media posts, or client presentations. The thumbnail for this newsletter was generated by Dalle!

10. Clay - Strategic Prospecting at Scale

Clay takes B2B prospecting to a new level by transforming tedious manual research into automated intelligence gathering. Rather than spending hours searching for company metrics like headcount, revenue, and industry keywords across hundreds of prospects, Clay enables you to scale this research with a single upload. You can configure triggers to refresh prospect lists based on significant events such as company expansions, mergers and acquisitions, or major press announcements.

Looking Ahead

These tools can be helpful across operations, marketing, sales, and customer support. They all offer free trials or basic plans, allowing you to test their value before making a commitment. Which of these tools will you be adding to your professional wish list?