Organize, Automate, & Grow Your Insurance Agency

AgencyBloc is an agency management system that helps life and health insurance agencies grow their business with an industry-specific CRM, commissions processing, and integrated business and marketing automation.

Considering a technology change?

In this webinar, we'll cover the 5 steps you should consider following when you decide to move to a new agency management system (AMS).

When purchasing new software, remember, you're buying a partner, and you want to ensure that partner is the right fit for your unique needs and your insurance agency. Use the following steps to help ensure your decision is the right one.

The 5 Steps You'll Learn: 

Identify your agency's pain points & goals
What problem(s) do you want to alleviate? Which goals do you want to achieve?
Identify your agency's needs (and wants!)
What does the system need to do to help your agency reach these goals?
Research your vendors
Beyond the product, what do you know about the vendors?
Select a system
What decision will be best for your entire team?
Manage the change
How can you help your team through the transition?

August 9th @ 2pm CDT

Reserve Your Spot

 

AgencyBloc—A Whole Office Solution for Life and Health Agencies

  • Industry-Specific CRM

    AgencyBloc is built with life and health insurance agencies in mind. Import your data and immediately start managing your agency more efficiently.

  • Commissions Processing

    AgencyBloc makes processing and reconciling simple, helps you recognize missed commissions, and allows you to maintain an overall view of your business.

  • Dashboard Analytics

    Be proactive about your agency’s performance. AgencyBloc generates real-time graphs and charts and has reporting tools so you're always aware of the "health" of your agency. 

  • Policy Management

    With AgencyBloc, connect policies with individuals and groups, set up automatic tasks or reminders for important dates on policies, and always be aware of the policy/product makeup of your agency.

  • Workflow Automation

    Automated workflow helps you spend less time on manual, time-consuming tasks. Automatically assign tasks to agents when a due date approaches or send emails to clients when their renewal date is near. Never miss a follow-up.

  • Email Marketing

    Grow your referral business and your client base by maintaining constant communication via email, and quickly and easily identify cross-selling opportunities.

HAFA

We are proud to partner with HAFA to assist health insurance agencies automate their operations & gain more strategic insight into their overall business.

 

Schedule a Personal Demo Now!