Resources/News - Sarah Rosonke | Design & Content Specialist

Sarah is the Design and Content Specialist at AgencyBloc. She creates and designs helpful resources to support life and health insurance agencies in growing and automating their business. Favorite quote: "You'll never do a whole lot unless you're brave enough to try." —Dolly Parton

Resources/News posts by this Author

Infographic How to Use AMS+ for Sales, Servicing, & More In this infographic, we'll outline the features of both the sales and servicing areas of AMS+ and how they can work together to make your insurance organization more streamlined and efficient than ever before.
Blog Understanding the ACA Consent to Contact Standards of Conduct & How to Comply A thorough review of the process life and health insurance brokers must follow to obtain consent from individuals, employers, and employees before providing assistance to Marketplace/ACA consumers.
Blog Voice Over Internet Protocol (VoIP): What Is It and How Can You Implement It in Your Insurance Organization? In this blog, we'll cover what exactly VoIP is, how you can use it in your insurance organization, and why it's important to consider an insurance-specific solution, like an industry-specific management platform.
Blog Lead Management Best Practices for Insurance Organizations Streamline the lead acquisition, nurturing, and conversion processes at your insurance agency, GA, IMO/FMO, or call center with these lead management best practices.
Infographic 9 Open Enrollment Marketing Ideas for Your Insurance Agency Drive conversions during Open Enrollment with these top marketing tips.
Infographic The 6 Simple Steps to Quoting Small Group Insurance in Quote+ Group benefits brokers spend a lot of time working with each of their small groups, but this can be made easier with a quoting and proposal tool. In this infographic, we break down the 6 steps to quoting small group insurance in Quote+.
Blog Establish a Successful Life & Health Insurance Sales Process with These 3 Tips Use these tips to create a follow-up process for your life and health insurance leads and make your reach outs more successful and conversion-focused.
Infographic 3 Tasks to Complete Before You Move to a New AMS If you're moving to a new life and health insurance agency management system, then you've likely got a lot going on. To help you be your most successful with the new software, we put together the three essential tasks you should complete BEFORE you move.
Infographic The Importance of Life Insurance for Your Clients Less than 3 in 5 Americans have any sort of life insurance. Health insurance agents have an opportunity to expand their book of business and cross-sell their clients to improve client retention and grow their overall book of business.
Blog The 6 Key Performance Indicators Life & Health Agencies Must Be Tracking Key performance indicators (KPIs) help insurance agencies monitor their progress towards their goals and gain a sense of the "health" of their agency. But, it can be difficult to know which KPIs to track and how to analyze the data.
Blog The 11 Questions You Should Be Asking About Data Migration Streamline your data migration process to a new life and health insurance management software by asking these data migration-focused questions during the sales demo.
Blog 3 Simple Ways to Increase Insurance Client Retention The average retention rate in the insurance industry is 84%, with the top performing agencies in the 93%-95% range. Retaining customers is all about the long term relationship you build.

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