NAHU Benefits Technology Certification

The NAHU Benefits Technology Certification program (3.0 hours) will give you essential understanding of the various types of products and services available, how to assist your client with the discovery process about their known and unknown needs, helpful guidance on how to avoid the pitfalls associated with implementation and how to discuss associated costs. Most importantly, this class will make it clear why having this knowledge (and showing you do) is critical to your long-term success.

Industry-Specific CRM

Manage your agency more effectively with thorough client, prospect, and policy tracking, including enrollments and elections. With AgencyBloc, all the necessary information is in one place.

Commissions Processing

With AgencyBloc’s proprietary mapping software, just import the carrier statements each pay period and AgencyBloc will take care of the splits for you. Our Commission Module makes sure that carriers are paying you everything they should be and that your payments are accurate.

Business & Marketing Automation

AgencyBloc’s intuitive automation tools aim to meet the needs of each agency, saving you time and resources. Automated workflow increases efficiency and consistency in all of your processes.