Put Automation Tools to Work This Open Enrollment Season
Open enrollment period is always a hectic time of year, no doubt. Life and health insurance agencies have a lot to handle during this time: carrier updates, new products, client communication, lead follow-ups... the list goes on.
To combat some of this, many agencies are turning to automation. Using automation, agencies can save 50-100 hours in email notifications to clients/prospects and reminders to agents every open enrollment period.
Send emails at the right time reminding current clients of their upcoming renewals. Automatically assign tasks to agents to remind them to reach out to current clients; automate tasks for lead follow-ups, too. Sounds nice, right?
Using Automated Workflow in AgencyBloc, it's all possible! To help you start thinking about automation, we put together these email templates. These templates will help you understand what you can (and should!) automate this OE season.
What You'll Get:
You'll get a Word doc and PDF version of 6 email templates (some have more than 1 email in the series), with instructions on which tools you'd use in AgencyBloc to set these up and how you would do it.