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.
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Happy Birthday
Send an email to any or all of your contacts wishing them a happy birthday.
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New Individual Prospect
Never miss a follow-up with automated activities assigned to users.
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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.
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Policy Application Submitted
Never miss a step and make the policy application process a quick one.
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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.
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Agent License Expiration
Help out your agents with automated reminders for when their license is expiring and rest assured they're taken care of.