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Blog An Insurance Agent's Guide to Group Health Plans Learn what to know about group health plans to better serve your clients — and find the right tools to grow and retain your book of business.
Blog Life Insurance Terminology 101 for Group & Individual Life Insurance Professionals A list of the most common terms for life insurance that group and individual health and life insurance professionals can use during conversations with prospects and clients.
Blog Top Tips From Health Insurance Brokers for Peak Productivity During Enrollment Season We compiled tips and best practices from health insurance, Medicare, and group benefits experts on how they make Open Enrollment and Annual Election Period productive.
Blog 5 Reasons You Need an Agency Management System This Open Enrollment Season Open Enrollment is fast approaching, is your agency tech prepared? Here are the 5 major reasons your agency needs an agency management system this OE season to help you have your most productive OEP yet.
Blog Medicare Terminology 101 for Senior Insurance Professionals A compilation of the most common, need-to-know Medicare terms that insurance professionals can use and share with their prospects and clients to ensure everyone is on the same page.
Blog 3 Things to Set Up at Your Agency Before Open Enrollment Begins To prepare for Open Enrollment season, your insurance agency should have an online lead form, a way to access your data on the go, and some automation in place.
Case Study Coordinated Benefits Company Learn more about how Coordinated Benefits Company uses AgencyBloc to be more efficient and save time and money.
Templates Consent to Contact Resources for Marketplace Brokers Use these plain-text insurance cross-selling email templates to provide more value to your individual and group business clients!
Case Study Health Insurance Shop, Inc. See how the Health Insurance Shop, Inc. processes commissions more efficiently and spends less time running reports with the help of AgencyBloc.
Blog Understanding the Federally-Facilitated Marketplace (FFM) 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.
Blog Insurance Industry Bi-Annual Report: Trends and Current Events in 2023 Staying updated on life and health insurance trends is critical as an agent. Here are the latest trends and events in 2023 so far in the insurance industry.
Case Study Saxon Financial Services, Inc. Discover how Saxon Financial Services uses both FormFire and AgencyBloc to streamline their quoting process and increase productivity.

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