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Blog The #1 Reason Insurance Clients Leave & Proven Retention Strategies This blog explains how health insurance agencies can improve client retention by focusing on consistent communication, personalized outreach, and workflow automation. It highlights strategies like regular check-ins, NPS surveys, ongoing reviews, and cross-selling opportunities, while showing how an agency management system can help agencies stay organized, automate communication, and reduce client churn.
Webinar See How Insurance Agencies Build Marketing Programs in Less Time with Engage+ Check out our webinar to explore AgencyBloc's Engage+ solution, designed to simplify digital marketing for health insurance agencies and enhance your marketing strategies.
Podcast How the 2027 CMS Rule Changes Impact Field Agents & Seniors In this episode, Allison Babberl and Mariangel Martinez discuss the recent CMS Final Rule 2027, exploring its impact on Medicare agents, key regulatory changes, and strategies for adapting to new compliance regulations.
Blog What Is Reputation Management & Why Is It Important for Health Insurance Agencies? Social proof is a critical component for any thriving health insurance agency. From creating a solid online presence to gathering reviews from your client community, these are the steps your agency can take to help you create a reputation that makes prospects want to partner with you.
Blog 5 Practical Ways Health Insurance Agencies Are Using AI Right Now AI is transforming health insurance, with 84% of agencies already using it to streamline work, improve communication, and boost efficiency. Explore the key ways agencies are using AI today to stay competitive and enhance client experiences.
Templates [Templates] Referral & Testimonial Email Templates for Agents & Advisors Create a steady flow of referrals and testimonials from your client base with these easy-to-use templates!
Checklist Agency Technology Evaluation Checklist Transform your agency's technology strategy with this all-in-one checklist designed to identify gaps, streamline operations, and support sustainable growth.
Free Resources [Report] The State of Commission Earnings & Management in the Health Insurance Industry A 2026 report on how health insurance agencies are adapting to shifting commission structures, increasing client demands, and growing operational complexity.
Video [Inside the Industry Special Edition] AgencyBloc + AI: A Conversation on the Future of Agency Work Join guest host Cory Schmidt, Co-Founder of AgencyBloc, and special guest Scott Sanchez, Chief Product Officer at AgencyBloc, to explore how AI is transforming product development at AgencyBloc, emphasizing a problem-first approach, human-in-the-loop, and strategic testing with clients.
Blog The Ultimate Guide to Building a Health Insurance Agency Tech Stack Learn how to evaluate and improve your agency's tech stack by focusing on integration. This blog compares built-in and third-party solutions, highlights common inefficiencies like data silos and manual processes, and explains when consolidation makes sense—helping agencies streamline workflows, improve visibility, and scale more effectively.
Infographic Your Complete Guide to COBRA Insurance: Coverage, Eligibility, & Costs In this blog, you'll learn what COBRA insurance is, how it works, and what it costs. You'll also learn why it's important, how to guide clients through coverage transitions, and best practices.
Webinar [On-Demand Webinar] From Sales to Servicing & Back Again: The Power of AMS+ During this live webinar, we'll walk you through the latest in AgencyBloc's AMS+ solution. Discover how individual health, group benefits, and senior insurance organizations use AMS+ to manage their business, stay compliant, and accelerate growth.

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