Best apps like ExpertOffice

16+ similar apps compared and reviewed

4.0 avg rating
10 free apps
Updated July 2026

ExpertOffice is great, but it's not the only option. Explore 16+ similar apps for iPhone and iPad, each reviewed and rated by real users. Find free alternatives, premium upgrades, and hidden gems.

Top Alternatives to ExpertOffice

InsuranceToolkits (FexToolkit)#2

InsuranceToolkits (FexToolkit) by Insurance Toolkits, LLC

Underwriting and quoting tool
Strong Contender
💼 Business
4.5(30 ratings)
Free
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This app streamlines the process of underwriting, quoting, and selling final expense insurance. It offers tools to quickly generate accurate quotes, compare options side-by-side, and look up drug interactions and health conditions. A built-in CRM helps agents track sales and view performance statistics.

iPremium#3

iPremium by Great Western Insurance Company Inc

Worth Considering
💼 Business
3.9(11 ratings)
Free
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This app helps users quickly calculate premiums for Preneed Funeral insurance policies. It is designed for insurance agents to assist their customers in being well-prepared. The tool is underwritten by Great Western Insurance Company.

More apps like ExpertOffice

4
CLIC Mobile
CLIC Mobile
CLIC Mobile
by Columbus Life Insurance Company
Free

Manage your pending business, get price quotes, and respond to underwriting requirements. This app provides real-time updates on your book of business, allows for offer acceptance, and facilitates secure document uploads. It's designed for financial professionals to streamline their workflow.

Manage pending businessGet price quotesRespond to underwriting requirements
💼 Business
(9)
free
5
Ascend Virtual Sales Office
Ascend Virtual Sales Office
Ascend Virtual Sales Office
by Bloom Insurance Agency
Free

This mobile application serves as a virtual sales office for agents and brokers. It allows users to record meetings, submit enrollment applications, and access up-to-date resources. The tool streamlines in-field sales processes for compliance and efficiency.

Record meetings for complianceComplete and submit enrollment applicationsElectronic Scope of Appointment
💼 Business
(27)
free
6
Circle of Wealth®
Circle of Wealth®
Circle of Wealth®
by Jeff Hopper
Free

This app enhances communication between financial advisors and clients by providing visual storyboards. It clarifies over 100 financial concepts for wealth accumulation and retirement distribution planning.

Visual storyboards for financial conceptsImproved advisor-client communicationCovers wealth accumulation strategies
💼 Business
(5)
free
7
LEAN (UnitedHealthcare)
LEAN (UnitedHealthcare)
LEAN (UnitedHealthcare)
by UNITED HEALTHCARE SERVICES, INC.
Free

This tool simplifies the Medicare enrollment process for licensed UnitedHealthcare sales agents. It offers an electronic version of the Medicare application for various UnitedHealthcare plans, including Medicare Supplement.

Electronic Medicare applicationSupports all major UHC plansIncludes Medicare Supplement
💼 Business
(20)
free
8
Quotes for Sales Professionals
Quotes for Sales Professionals
Quotes for Sales Professionals
by Mutual of Omaha Insurance Company
Free

This business application assists insurance agents in generating quotes for insurance policies. It is designed exclusively for agents and producers to streamline the quoting process.

Insurance policy quotingAgent-exclusive toolStreamlined quoting process
💼 Business
(46)
free
9
Help On Demand
Help On Demand
Help On Demand
by BIG WAVE SYSTEMS, LLC
Free

This app connects consumers with service professionals on demand. It matches referrals to available experts in real-time, providing quick responses and tracking activity for businesses. Designed for users of the Help On Demand system.

Real-time expert matching24/7 consumer referral systemProprietary matching technology
💼 Business
(18)
free
10
Empower Brokerage Quotes
Empower Brokerage Quotes
Empower Brokerage Quotes
by Empower Brokerage, Inc.
Free

This app provides insurance agents and consumers with tools to compare rates from over 100 insurance carriers across various markets, including health, life, and senior Medicare plans. It streamlines the quoting and submission process for insurance applications.

Compare rates from 100+ insurance carriersQuote ACA Health InsuranceQuote Short-term Medical
💼 Business
(3)
free