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Podcast Insurtech Building Blocs Podcast: Episode 4 In this episode, Tim and Cory share their experience at Medicarians Vegas 2024, an event with 3,000+ attendees across the senior health, wealth, and agetech ecosystem. Our hosts also dig into the recent CMS ruling and the effect it may have across the entire insurance industry.
Templates Agent Retention-Focused Email Templates + Workflow Recipes Use these agent retention-focused email templates and workflow recipes to ensure your agents are supported and informed.
Blog The Sales and Marketing Metrics Your Insurance Agency Should Track Sales and marketing are key pillars of your insurance agency's growth. Learn how to track the success of these efforts here.
Podcast Insurtech Building Blocs Podcast: Episode 3 Tim Robinson, CEO at AgencyBloc and Cory Schmidt, CTO at AgencyBloc interview Dwane McFerrin, Senior Vice President, Med Solutions at Senior Market Sales (SMS). Dwane has helped position Senior Market Sales as a market leader selling Medicare Advantage and Part D in addition to Medicare Supplement. He is responsible for the strategic direction of the Medicare product line, carrier relationships, and a team of marketing consultants who support sales in excess of 600,000 new business applications.
Blog Best Practices for Texting Health, Benefits, & Senior Insurance Consumers Text messaging has become increasingly popular over the last decade. Learn how health, group benefits, and senior insurance agencies can use text messaging to increase sales and client retention.
Blog How Group Benefits Agencies & Uplines Use AgencyBloc's Quote+ Solution If you're a benefits insurance agency that sells to employer groups or a general agency (GA) that manages downlines, then it's essential to have tools that simplify group quoting and enrollment. AgencyBloc's Quote+ solution can help.
Blog Health Insurance Compliance Automation 101 One thing we can count on in the health insurance industry is that change is always around the corner. With more changes and new regulations on the horizon, it's essential that health insurance agencies and uplines partner with industry-specific technology that prioritizes compliance automation.
Infographic How to Use AMS+ for Sales, Servicing, & More In this infographic, we'll outline the features of both the sales and servicing areas of AMS+ and how they can work together to make your insurance organization more streamlined and efficient than ever before.
Blog Insurance Industry Bi-Annual Report: Trends and Current Events in 2024 Staying updated on life and health insurance trends is critical as an agent. Here are the latest trends and events in the insurance industry and what to look for in 2024.
Podcast Insurtech Building Blocs Podcast: Episode 2 In this episode, Cory Schmidt interviews Amanda Brewton, an expert in the Medicare field for nearly 20 years. Amanda is the owner of Medicare Answers Now, a Field Marketing Organization in Cleveland, Ohio supporting agents in over 40 states and specializing in Medicare Advantage, Medicare Supplements, Part D Plans, and more. She continues teaching numerous courses across the country on Ethics, Business Development, Sales, Marketing, and many Continuing Education courses.
Guide Scale & Succeed: How top-performing insurance agencies and uplines use AgencyBloc's Plus Suite to improve operations In this guide, learn how successful health, benefits, and senior insurance agencies and uplines use AgencyBloc's Plus Suite of industry-specific solutions to streamline their processes, centralize efforts, and increase revenue.
Blog Understanding the ACA Consent to Contact Standards of Conduct & How to Comply A thorough review of the process life and health insurance brokers must follow to obtain consent from individuals, employers, and employees before providing assistance to Marketplace/ACA consumers.

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