AgencyBloc Automated
Workflow

Replace your manual, time-consuming tasks with efficient
automated workflows that make sense for your agency.

Use automated workflows for every process in your agency to ensure efficiency and accuracy.

AgencyBloc's Automated Workflow

Automated workflows speed up and increase the accuracy of your processes.

Use intelligent data
Use intelligent data such as policy dates and statuses, client interactions, and carrier information to trigger when emails should be sent and activities created
Never miss an important touchpoint
Turn your CRM data into powerful triggers that deliver the right messages at the right time
Deliver a great experience
Allow all of your processes to work together so that your prospects and clients have a smooth, seamless experience

Group Policy Renewal Automated Workflow

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.

  • Happy Birthday

    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.