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Webinar Carrier Panel: Flexible Plans & Fresh Perspectives for the Small Group Market Join AgencyBloc for a virtual panel featuring Bravo Health Partners and Optimyl Benefits, two innovative carriers offering modern, flexible health plan solutions through Quote+. Hear how they're addressing the needs of today's small groups — and how you can position their offerings with confidence.
Webinar Lead Advantage Pro & AMS+ in Action: Real-Life Strategies for Medicare Success Join AgencyBloc & Senior Market Sales® (SMS) for a live webinar presentation to learn best practices when using the integration between AgencyBloc's AMS+ solution and Lead Advantage Pro.
Infographic The Agent's Guide to Understanding Qualifying Life Events (QLEs) for Health Insurance Qualifying life events (QLEs) allow clients to enroll or update health insurance plans outside the annual enrollment period, offering a valuable opportunity to strengthen client relationships and improve retention. Learn about QLEs, how to manage them effectively, and how AgencyBloc's AMS+ and Quote+ can streamline the process.
Checklist Questions to Evaluate Quoting & Enrollment Vendors The quoting and enrollment process is essential for all health insurance agencies, GAs, and IMO/FMOs, and it's critical to partner with the right vendor.
Calculator Calculate Your Savings with AgencyBloc's Quote+ Solution Looking to streamline your group benefits quoting and enrollment processes? Learn how much time and money AgencyBloc's Quote+ solution can save your team.
Blog How to Efficiently Quote, Propose, & Enroll Small Groups at Your Benefits Agency In this blog, we'll discuss the tools health and group benefits agencies use to quote and enroll clients, how AgencyBloc's Quote+ solution can help streamline this process, and how general agencies can also take advantage of Quote+.
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.
Infographic The 6 Simple Steps to Quoting Small Group Insurance in Quote+ Learn the six essential steps to effective quoting using Quote+, designed to optimize your insurance quoting processes for better outcomes.
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.
Blog Health Insurance & Healthcare Terminology 101 for Benefits Professionals Top terms for health insurance and healthcare to help life and health insurance clients better understand their coverage, benefits, and options.
Expert Series Entrepreneur's Leap into Level Funding with Cory Schmidt Because of rising costs in traditional health insurance models, many employers are exploring level funded options. Our Co-Founder, Cory Schmidt, CTO of AgencyBloc, discusses how he researched options for AgencyBloc and how other employers can delve into the new territory.