Making Good Agents Great: Staying in Contact with Clients & Prospects

By Allison Babberl on October 11, 2016 in Customer Experience

Making Good Agents Great: Staying in Contact with Clients & Prospects

Serving Your Clients and Prospects Better

In our series Making Good Agents Great, we’ve been discussing the different portions of Automated Workflow and how they can make your insurance agency more efficient and productive. In our last blog, we discussed how automation can assist you with license renewals and lead management. Today we’ll discuss some of the ways automated workflow helps you stay in contact with your clients and prospects.


Birthdays are a special time of year for your prospects and clients. They also provide you with the unique opportunity for you to connect with your prospects and clients about non-policy related material. The number one reason clients leave is a lack of communication, so wishing them a simple “Happy Birthday” can make all the difference. However, remembering everyone’s birthday can be really hard. AgencyBloc’s Automated Workflow monitors your book-of-business, reads the data, and, when it’s someone’s birthday, it will instantly send out a greeting created specially for them. This helps you maintain connection even if that person isn’t actively buying coverage.

Client Happy Birthday Wishes

Monitoring Client Types

You are 9 times more likely to convert a lead if you follow-up with them within 5 minutes. Since you can lose up to 14% of your client-base every year, acting on your leads and prospects is a must in order to keep your agency alive. Automated Workflow monitors your book-of-business and alerts you any time a client type changes. For example, if a prospect becomes client or client leaves and becomes an ex-client, Automated Workflow will notify you. That way you always know when you have new leads, prospects, and clients. It allows you to maintain and grow your book-of-business. 

Automated Workflow Client Types

Keep Track of Applications

Writing and monitoring policy applications can be a hassle. You can spend hours of your day obtaining, completing, and submitting policy forms; then, you have to spend more time manually monitoring and watching the submission to see if it’s approved or not. Automated Workflow can help take some of that workload off by alerting you of any action on the application. Set up one-time notifications that will alert you to any certain changes on any policy in your book. Once you’ve submitted the paperwork, you’ll be able to relax knowing that AgencyBloc will alert you of any important activities or follow-ups you have. That way, if the submission is rejected, you can act upon it quickly and rectify the situation. It won’t take the entire process off your hands, but it can help alleviate some of the time you put into it.

Keep Track of Client Applications

Want to know more?

Check out our free eBook giving you behind-the-scenes views of how Automated Workflow in AgencyBloc can make your agency run more efficiently and become more productive.

See Automated Workflow in Action

Schedule a live, 1-on-1 demo today to see how Automated Workflow can benefit your agency.

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Allison Babberl
Allison Babberl

Allison is the Marketing Content Specialist at AgencyBloc. She creates educational content and designs videos to promote AgencyBloc's resources to help you organize, automate, and grow your insurance agency. Favorite quote: “Conversation is the bedrock of relationships. Without it, our relationships are devoid of substance.” -Maribeth Kuzmeski More articles


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