[Infographic] Open Enrollment: Using an Agency Management System vs. Manual

Infographic | Open Enrollment: Using an Agency Management System vs. Manual

Using an Agency Management System vs. Manual Process for Open Enrollment

Open Enrollment (OE) is a crazy time for life and health insurance agents, but there are ways to make the OE season easier.

Investing in an industry-specific agency management system (AMS) with built-in workflow automation can help. Features like Automated Workflows from AgencyBloc help you save time and still achieve your goals throughout the OE process. 

Automated Workflows automate those daily administrative to-dos like task assignments and email communications to allow you the time to focus on more revenue-driving operations. You can automate a whole host of tasks and emails like:

  • New lead notifications
  • New lead assignments
  • New client notifications
  • New client welcome emails 
  • Upcoming policy renewal alerts
  • Agent compliance management
  • Happy birthday emails
  • And much, much more

All in all, automation gives you the tools to increase your overall likelihood of conversion and retention. Be alerted immediately when a new lead comes through to be the first agent to reach out, then keep that new client by setting up email touch points throughout the year that send automatically. 

Read the infographic below to learn more about how using an AMS with Automated Workflows can help you work smarter, not harder this OE season. 

Using an Agency Management System vs. Manual Process for Open Enrollment

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6 Ways to Simplify Your Open Enrollment Season

Check out our free eBook detailing the 6 ways you can ease your workload this Open Enrollment season to work smarter, not harder. Create and set up your efficiencies once, then watch them work like magic all season long. 

Read the eBook
Allison Babberl

By Allison Babberl on August 14, 2019 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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