The Challenge

Manual Follow-Ups Cost Time & Money

Retention processes are essential, but staying connected with every client individually is a lot of work. Sending separate emails and text messages, or setting tasks for calls and check-ins, can take up precious time that could be spent making sales, working referrals, and growing your business.

Common pain points when using manual retention processes include

  • Lower retention rates
  • Fewer highly pleased customers
  • Extensive time needed to make your connections
  • Constant worries about forgetting certain clients
  • Delays in connecting with every client during crucial times (like renewal season)

The Solution

Proven Retention Processes in AMS+

AMS+ eliminates these issues with insurance automation that makes retention easier to manage. For example, your team could use Automated Workflows in AMS+ for the following processes:

  • Happy birthday workflows are the most popular automation in AMS+ and make it easy to celebrate clients on their special day.
  • Happy anniversary workflows give your team the chance to say “thanks for being a client” each and every year.
  • New client onboarding workflows ensure new clients are set up for success with a dedicated campaign that walks them through the process.
  • Turing 26/65 workflows help clients prepare for big changes in their lives and feel supported by your educated team.
  • Upcoming enrollment season workflows provide the optimal moment to alert clients about pending changes and what you need from them.

Want to See How it Actually Works?

Experience the automation tools that make retention a snap of your fingers.

Schedule a Demo

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Award-Winning AMS

AgencyBloc's AMS+ Solution Named Cloud CRM Solution of the Year by The Cloud Awards

Recognized for our dedication to the health, benefits, and senior insurance industry, our AMS+ solution won the 2026 Cloud Award for the Cloud CRM Solution of the Year.

Read More in Our Press Release

Additional Resources

Learn ways to optimize your organization, grow your business, stay compliant, and retain clients more effectively than ever.

See All Resources

6 Steps to Onboarding a New ClientChecklist6 Steps to Onboarding a New Client
How To Boost Productivity by Automating Your Open Enrollment PeriodBlogHow To Boost Productivity by Automating Your Open Enrollment Period
Less Busywork, More Business: How to Automate Your Insurance Ops with AMS+WebinarLess Busywork, More Business: How to Automate Your Insurance Ops with AMS+
Using Automation to Stay In Touch with Your Senior Market ClientsBlogUsing Automation to Stay In Touch with Your Senior Market Clients
The Art of Effective Communication: How to Add Value & Make a Lasting ImpactWebinarThe Art of Effective Communication: How to Add Value & Make a Lasting Impact
3 Steps to Turn Business Process Management (BPM) Into Workflow AutomationFree Resources3 Steps to Turn Business Process Management (BPM) Into Workflow Automation

Jessalyn

Trusted by Agents & Admins

What Our Clients Are Saying

"I can attribute AgencyBloc to a large part of the retention that I have with my book of business. It really is a non-negotiable tool that you need in order to function, have systems in your business, and run a well-oiled machine type of a business." — Jessalyn P.

See why other agencies are switching to AMS+. Schedule a meeting with one of our experts.

See How to Automate All of Your Processes

Client retention is only part of growing your business; learn other ways to automate your processes to save time and sell more. Keep exploring:

Ready to Make Your Retention Rate 95%+?

Ditch the manual follow-ups, reach-outs, and check-ins for every client. See how AMS+ can empower your team to automate retention and make losing clients a thing of the past.

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