Blog - AgencyBloc: Agency Management System for Health & Life Insurance

[Webinar] An Efficient Open Enrollment Season with AgencyBloc

Have a productive Open Enrollment season this year with the help of AgencyBloc. From acquiring leads to client retention, we cover the entire process in between. We discuss quoting, lead follow-up, policy tracking, client onboarding, and more.

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What is an Agency Management System?

An agency management system, or AMS, is a SaaS (software as a service) technology that insurance agencies use to organize their book of business and more effectively run their operations.

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[Guide] Providing Value to Clients: Onboarding, cross-selling, & reporting

In this guide, we discuss how the importance of having effective processes around client onboarding, cross-selling, and client reporting. Plus, we'll discuss how you can achieve this with the right technology.

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[Free Resource] Pre-Designed Business Card Templates

You're a great salesperson, but design might not be your strong point. We took the stress out of it for you and created pre-designed business cards you can use to stay top-of-mind with your prospects and leads.

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Resources for Your Insurance Agency

[Free eBook] The Agency's Guide to Commissions: Efficient Processing, Uncovering Misses, & Analyzing Performance

Commissions are an integral part of life and health insurance agencies, and processing and tracking commissions has never been simple. Many agencies still struggle with how best to manage it all. In this eBook, we discuss how agencies are better managing their commissions—everything from processing and tracking to projecting and monitoring performance.

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