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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.
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.
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.
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.
Templates Lead Nurturing Email, Text Message, & Workflow Recipes Use these email, text message, and workflow automation templates to create a successful lead nurturing process and increase conversions for your independent health, benefits, or senior insurance organization.
Podcast Insurtech Building Blocs Podcast: Episode 1 In this episode, Tim Robinson (CEO at AgencyBloc) and Cory Schmidt (co-founder and CTO at AgencyBloc) reflect on the past, present, and future of AgencyBloc before diving into the technology needs of leading health & benefits agencies, GAs, IMO/FMOs, carriers, and more.
Podcast Insurtech Building Blocs Podcast: Trailer AgencyBloc presents Insurtech Building Blocs, a new podcast that takes a macro look at health, benefits, and senior market Insurtech industry happenings and trends. Insurtech Building Blocs is hosted by Tim Robinson, CEO at AgencyBloc, and Cory Schmidt, CTO at AgencyBloc.
Checklist Agency Management System vs. CRM The two main ways life and health insurance agencies manage their books of business are via an industry-specific agency management system (AMS) or a generic CRM. This checklist will help you determine what you need and what you want in your new system and whether an AMS or CRM is the right fit.
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.

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