AgencyBloc's Pre-Built Automated Workflows
Because of our experience in the health and life insurance industry, we have included six built-in automated workflow templates for you to get started with.
Send an email to any or all of your contacts wishing them a happy birthday.
New Individual Prospect
Never miss a follow-up with automated activities assigned to users.
Lead Form Submitted
Thank the new lead for their interest, confirm their submission, and let them know you'll be reaching out. Assign an activity to a user to follow-up ASAP.
Policy Application Submitted
Never miss a step and make the policy application process a quick one.
Group Policy Renewal
Get a jumpstart on policy renewals with an automated reminder ahead of time. Send an email to the policyholder to get them in the mindset as well.
Agent License Expiration
Help out your agents with automated reminders for when their license is expiring and rest assured they're taken care of.