Activity & Task Tracking in an Agency Management System

Use an agency management platform to assign, manage, and track the completion of your team’s tasks.

Managing and reporting on the day-to-day activity for your agency, GA, IMO/FMO, or call center can be challenging. Our health, benefits, and senior insurance agency management system lets your team assign tasks to the necessary individuals, collaborate, and then track and report on the task completion to keep tabs on workloads.

Task assignments in AMS+ are called Activities. Each Activity has the following tied to it:

Title of task
Priority level
Due date
Associations (policyholder, group contact, policy number, etc.)
Status
Follow-up user
Date of the last task update
Notes
Attachments (call recordings, compliance forms, etc.)

With this information, you can streamline internal communication, reduce confusion on the next steps and procedures, and empower your staff to complete the task on time.

The Versatility of Activities

AMS+ gives you two ways to manage your task assignments—select a list or a visual calendar view. Manually create and assign Activities or leverage workflow automation to automatically assign them to team members.

Then, report on productivity with customizable reporting tools to identify completion rates, outstanding tasks, and the status of those incomplete tasks.

Using Activities to Stay Compliant

Activities also create a permanent digital paper trail of conversations, emails, and more. Add related documentation to Activities to create a comprehensive and compliance-friendly record for each client and prospect. Attach documents like:

Policy Paperwork
Email Correspondence
RX Drug List
Broker Compensation Disclosure
Phone call recordings
SOA & Consent to Contact Records

Donwline agent tasks in AgencyBloc's AMS+ solution

Manage Downline Agents & Agencies With Activities

Ensure your agents have the information they need by adding attachments to assigned Activities. Include necessary information, like:

Carrier contacts & contracts
Carrier plans & presentations
Agent E&O & licensure information
Agent contracts

Case Study

Morrison Insurance Services

Learn how AgencyBloc helps Morrison Insurance Services save 30% of their time on internal communication.

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Activity Tracking in an Agency Management System