[Infographic] Open Enrollment: Automated vs. Manual

Open Enrollment: Automated vs. Manual

Open Enrollment (OE) makes your lives incredibly busy, but there are ways to make the OE period a bit easier. Automated Workflow from AgencyBloc helps you manage your OE period by automating your client a prospect emails, tasks, and follow-ups.

You'll be able to stay on top of your daily to-do list, make the most of OE, and connect with more prospects and clients. If you're curious to how it could benefit your agency, check out our free, on-demand webinar discussing all the benefits and bonuses you can find with Automated Workflow. 

Read the infographic below to learn how Automated Workflow could make this OE season your smoothest and most profitable yet!

Open Enrollment: Automated vs. Manual

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Want to learn more about Automated Workflow?

Our free eBook will detail how you can transition your agency from manual to automated and areas to start setting up your automated processes.

Download Now!

  1. TAGS
  2. productivity
  3. technology
Allison Babberl

By Allison Babberl on October 14, 2016 in Productivity

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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