AgencyBloc's Automated Workflow

Turn your manual tasks into automated workflows to increase efficiency and accuracy in your agency.

Automated Workflow allows agencies to transition from manual processes that are inefficient and potentially error-prone to automated processes that keep people on track and prevent important activities from falling through the cracks.

AgencyBloc's Automated Workflow

AgencyBloc specializes in health and life verticals, which gives us the advantage of understanding triggering events that kick off important processes for health and life agencies - such as turning 65, policy renewal/effective anniversary approaching, agent E&O expiration approaching, and so on. Because we have this understanding, we can offer pre-defined triggers in our workflow solution, and allow agencies to design emails and activities that should be sent/created as part of these important processes.

What’s the benefit?

Automation brings your agency efficiency and assurance that nothing is being missed. AgencyBloc has created an automated workflow component where you can create Automated Workflows stemming from data in the Group, Individual, Policy, Agent and Activity sections of AgencyBloc. No longer will users have to manually add activities for certain tasks, nor will they have to manually notify someone that something happened. These steps will automatically occur after users create automated workflows for their business steps.

What is Automated Workflow?

By definition, "workflow" is the sequence of processes through which a piece of work passes from start to finish. For insurance agencies, Automated Workflow is a way to automate pieces of business processes. No longer will these steps be manual, and you'll immediately know everything assigned to you by looking on your Activities dashboard.

Two types of actions can be triggered in an automated workflow:

  • An activity -  assign an activity to a user with a due date, priority, status, and notes
  • An email - send an email to an AgencyBloc user or external person with or without your agency logo

Workflow triggers & actions

AgencyBloc Pre-Built Automated Workflows

AgencyBloc includes pre-built industry-specific automated workflows. You can use these workflows as-is or edit them to be more personalized to your agency. Also, our pre-built workflows give you simple ideas of where to get started in building your own workflows.

Here’s a list of AgencyBloc’s pre-built automated workflows:

Happy Birthday:

  • Trigger Type: Individuals
  • Trigger When: an individual's birthday is approaching, every year
  • Criteria: none
  • What Happens:
    • Immediately: Email sent to individual wishing them a happy birthday

New Individual Prospect:

  • Trigger Type: Individuals
  • Trigger When: an individual is created
  • Criteria: Type = Prospect
  • What Happens:
    • Immediately: Activity assigned to user with due date to follow-up

Lead Form Submitted:

  • Trigger Type: Individuals
  • Trigger When: an individual is created
  • Criteria: Lead Form = [Sample Lead Form]
  • What Happens:
    • Immediately: Email is sent to individual who filled out the form ("Thanks for your interest!")
    • Immediately: Activity assigned to user with due date to follow-up

Policy Application Submitted:

  • Trigger Type: Policies
  • Trigger When: a policy’s app submit date is populated
  • Criteria: Individual Policies, Policy Status=Pending
  • What Happens:
    • Immediately: Email is sent to policyholder updating them
    • Immediately: Activity assigned to policyholder's agent of record with a due date to check on the policy's status
    • Two weeks later: Activity assigned to policyholder's agent of record with a due date to make sure the policy went through

Group Policy Renewal:

  • Trigger Type: Policies
  • Trigger When: a policy’s renewal date is approaching
  • Criteria: Group Policies, Policy Status = Active, Group Type = Client, Group Status= Enrolled
  • What Happens: 
    • 3 months before renewal date: Activity assigned to policy's account manager with a due date to get in touch with group's primary contact
    • 1 month before renewal date: Activity assigned to policy's account manager to remind them to get the renewal process started
    • 7 days before renewal date: Activity assigned to policy's account manager to check that the paperwork is in process for the renewal

Agent License Expiration:

  • Trigger Type: Agents
  • Trigger When: an agent’s license expiration date is approaching
  • Criteria: Agent Status = Active
  • What Happens: 
    • 1 month before agent license expiration: Email sent to agent letting them know their license is expiring soon
    • 2 weeks before agent license expiration: Activity assigned to agent's recruiter with due date to touch base with agent regarding their license expiration
    • 1 week before agent license expiration: Email sent to agent letting them know their license is expires in one week