[White Paper] Life Insurance Sales & Service: Using AgencyBloc to organize, automate, and grow your life book of business

Learn how an industry-specific agency management system (AMS) like AgencyBloc can help you tap into the life insurance market through cross-sells to help you grow and ensure retention.

Read the White Paper

41% of Americans Don't Have Life Insurance

Of the 59% that do, one third only have a basic group coverage plan. This means that for agents, there is an entire field of untouched opportunities and commissions. In this white paper, you'll learn how to identify the inefficiencies in your day-to-day process, decrease them, and grow your book. Life insurance can be wealthy expedition for you, but ineffectively managing your data will mean your downfall. Download the white paper now to learn about how you can come out on top as a life insurance agent.

In this white paper, you'll learn:

  • How to decrease the inefficiencies in your processes
  • Why using industry-specific technology matters
  • How agents are using AgencyBloc to grow their life books of business by 20%
  • How to identify growth opportunities in your book of business
  • How to improve client satisfaction by 74%

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Dolorese W.

We absolutely love AgencyBloc. We looked for years; the options were either too expensive or wouldn’t allow us to run both group and life in the same system. AgencyBloc allows us to put all of our data in one system and, to make it better, it’s made for our industry!
—Dolorese W., Bujold, Colburn & Steele

Mark B.

We’ve found the reports to be extremely beneficial in helping us track our book of business. By using the cross-sell report in AgencyBloc, our top two brokers have each been able to grow their life books of business by 20%!
—Mark B., Thompson-Brooks Insurance