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Free Resources
Shareable Holiday Images for Social Media
Images are the most preferred form of content across all platforms of social media with an 87% interaction rate from users—share these during the holidays.
Templates
Life Insurance Emails & Workflow Recipes
Spread awareness for life insurance, expand your cross-sell opportunities, and convert more policies with these email templates and workflow recipes.
Templates
Holiday Email Templates & Banners to Send to Your Clients, Prospects, Agents, & Staff
Spread some holiday cheer this season by sending these free holiday banners and editable holiday email templates to your clients, prospects, agents, and staff.
Templates
Policy-Related Email Templates for Agents & Advisors
Use these policy-related, plain-text email templates to proactively communicate with clients and your agents.
Webinar
The Nitty Gritty Security Questions You Must Ask + Security Best Practices
The world of software and cloud security can be a confusing one. Join AgencyBloc's security experts, Neal Price and Tim Baldwin, as they discuss their top security tips, terms you should know, and the questions you should be asking insurtech vendors!
Guide
Have the Best Year Yet: 4 Ways to Increase Your Agency's Profitability
Learn the four areas health and life insurance agencies can introduce efficiencies in order to make this your team's most profitable year yet!
Templates
2024 Open Enrollment Email Templates for Insurance Agencies
Using an agency management system with workflow automation, agencies save 50-100 hours in client and agent communications every Open Enrollment period.
Templates
7 Automated Email Templates for Insurance Agencies
Automated emails are an easy way to stay in contact with your clients, prospects, and agents without much work from you. Here are 7 automated email templates.
Checklist
2024 Open Enrollment/Annual Election Period Readiness Checklist for Insurance Agents & Your Clients
Tackle the 2024 Open Enrollment and Annual Election Periods head-on by making sure you've got all of your bases covered with this helpful checklist for your agents and your clients.
Webinar
Save Time & Sell More This Open Enrollment Season With AgencyBloc
Learn how agencies utilize AgencyBloc's suite of industry-specific tools to save time, sell more, and be more efficient during AEP and Open Enrollment!
Free Resources
3 Steps to Turn Business Process Management (BPM) Into Workflow Automation
In this tool, we'll cover what business process management (BPM) is, the steps required to turn your BPM into workflow automation, and examples of what this could look like.
Guide
From Quote to Close: Simplify Your Broker Experience
In this guide, we'll discuss how your agency can streamline its processes and how industry-specific tools, like AgencyBloc's AMS and Quote+, can help.
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