AgencyBloc & Employee Navigator Integration

AgencyBloc and Employee Navigator Integration


How it works:

When group enrollment is done through Employee Navigator, the group and policy information will be synced into AgencyBloc. This allows agencies to use AgencyBloc to manage relationships and process their commissions, while clients are able to use Employee Navigator to manage their coverage.


Through this integration, AgencyBloc and Employee Navigator aim to simplify benefits enrollment, policy management and commissions processing. With the integration, agencies will benefit from:

  • The elimination of re-keying information; group records and policy records from Employee Navigator are posted directly into your AgencyBloc account
  • Maximizing renewals by creating email campaigns and automated workflow for groups within AgencyBloc
  • Identifying cross-selling opportunities through reports and analytics within AgencyBloc
  • Processing commissions on policies brought over from Employee Navigator within AgencyBloc

AgencyBloc Commission Dashboard

Learn more about this integration with a live demo of AgencyBloc:

This partnership offers another way for agencies to maintain their competitive advantage by maximizing efficiencies. Moving group and policy information automatically from Employee Navigator to AgencyBloc will save time, prevent data-entry errors and allow users to stay focused on servicing clients and managing the agency.

Adam Lewis
President
AgencyBloc, Inc.

We couldn't be more excited to announce this partnership with AgencyBloc. As we continue our work to build the premiere benefits, HR and compliance software for brokers of all sizes, we expect AgencyBloc to be an important part of that vision. Now brokers have access to a robust set of tools to manage their agency as well as all of the client-facing technology they need to grow their business in one place.

George Reese
President & CEO
Employee Navigator