Effectively manage policy renewals with an easy-to-use agency management platform.

A crucial piece of policy management is monitoring and, ultimately, converting upcoming health insurance policy renewals. An industry-specific agency management system (AMS) can help your servicing team keep policies current while creating a process to ensure renewals aren’t missed in the future.

Communication is key when it comes to renewing and retaining the policies of existing clients. The workflow automation tools in AMS+, an AgencyBloc solution, simplify this process by allowing your team to automate the steps and never miss a beat. Once the process is created, it’ll run independently. Alert your team of upcoming policy renewals and inform the policyholder about the upcoming changes so everyone stays informed. 

Policy renewal Automated Workflow in AgencyBloc

Automated Policy Renewal Management

Manage online policy renewals with policy-specific workflow automation. Trigger emails and agent task assignments to effectively communicate about upcoming renewals. Using automation to maintain consistent communication increases client retention and improves agent-client relationships. 

Policy renewal Automated Workflow actions in AgencyBloc

Online Policy Renewal Workflows

A typical workflow process for policy renewals that could be set up in AMS+:

  • 90 Days Before Renewal: Email the policyholder and create a task for the agent of record to reach out
  • 60 Days Before Renewal: Email the policyholder and create a task for the agent to connect
  • 30 Days Before Renewal: Email the policyholder and create a task for the agent to get a renewal submitted
  • 14 Days Before Renewal: Email the policyholder and create a task for the agent

See Real Client Experiences

"Before AgencyBloc, our office used a separate spreadsheet for every activity. One question from a client could take 5 minutes to answer simply because we had to locate in WHICH spreadsheet the info was hidden. Now, all communications, policy, and follow-up information is in one place. We would be lost without this product!"

SaraMarie B.
Insurance Advocates

"AgencyBloc has been a great solution for my health insurance office. I used to struggle with a generic CRM to make it specific to health insurance. There was always something missing. Now it is a breeze to track clients, policies and conversations. I highly recommend AgencyBloc as your CRM if you sell any health insurance product."

Tammy M.
McGregor Benefits

"AgencyBloc is a comprehensive system for an affordable price. It allows us to be well organized and to take care of all of our clients and prospects. We’re able to log all service calls, emails, sales prospects, and send policy renewal reminders. This allows us to provide a strong paper trail if and when we may need to resolve any E&O issues."

Mike R.
Fortress Benefits

"AgencyBloc has helped streamline pretty much everything—our business, our reporting, our policies. It has made our business flow so much better."

Sammantha N.
Next Step Insurance

Looking for more? Explore the Plus Suite of industry-specific solutions.

  • AgencyBloc’s Commissions+ solution streamlines commissions processing and management, saves your team serious time, and can help you uncover thousands of dollars in missing compensation.

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  • Quote+, an AgencyBloc solution, is an all-in-one quoting, proposal generating, and enrollment tool for benefits agencies to streamline sales and renewals.

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