[Infographic] How Automated Workflow Makes Your Insurance Agency More Efficient

By Kelsey Rosauer on September 28, 2016 in Productivity

How Automated Workflow Makes Your Insurance Agency More Efficient

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:

AgencyBloc Automated Workflow infographic

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Kelsey Rosauer
Kelsey Rosauer

Kelsey is the Marketing Brand Specialist at AgencyBloc. She plans and creates educational resources to help our customers organize, automate & grow their insurance agency. Favorite quote: "I am convinced that life is 10% what happens to me and 90% how I react to it." —Charles R. Swindoll  More articles


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