Automated Workflow for Insurance Agencies
Tired of relying on post-it notes and your desk calendar to remember when to send a client an email or follow-up with a lead?
Automated workflow is a way for insurance agencies to create efficiencies in their day-to-day while ensuring steps within a process aren't missed.
An automated workflow is a series of tasks created automatically when a specific event occurs. Tasks can be emails to prospects, activities assigned to agents, and much more.
This infographic explains more about AgencyBloc's Automated Workflow feature:
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