We are excited to announce our recent integration with Employee Navigator!
Employee Navigator is a benefits, HR, and compliance software provider, and we’re looking forward to our clients utilizing this integration. The goal is to create greater efficiency for insurance agencies and HR professionals in benefits enrollment, policy management, and commissions processing.
What does the integration do?
Through the integration, group and policy details from Employee Navigator can be synced into AgencyBloc. This points to efficiencies in:
- 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
As software companies, we prioritize workflow efficiency for our clients through the use of user-friendly applications. We take great pride in providing solutions to our clients’ pain points, and we are enthusiastic about this integration becoming a part of our toolset for them.
What can you do with your data in AgencyBloc?
AgencyBloc is an agency management system built for life & health insurance agencies that includes an industry-specific CRM, email marketing, and commissions processing tools. With your group and policy data within AgencyBloc, you’re able to manage and track your entire agency in one place.
It’s been a pleasure working with Employee Navigator, and we’re looking forward to working together in the future to continue bringing efficiencies to the insurance and HR world. Adam Lewis, President of AgencyBloc, said:
“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.”
George Reese, President and CEO of Employee Navigator expresses his enthusiasm:
“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.”
We can’t wait to see the efficiencies created for our clients. If you’re a current AgencyBloc client, feel free to reach out to your Client Success representative with any questions or concerns. You can also view documentation on this integration in the Help section.
To learn more about this integration, click here.
Want to see what the integration can do for your agency?
Schedule a live, one-on-one demo of AgencyBloc and see how the integration can create efficiences within your agency.
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