Resources by "automated workflow"

Learn the four areas health and life insurance agencies can introduce efficiencies in order to make this your team's most profitable year yet!

Using an agency management system with workflow automation, agencies save 50-100 hours in client and agent communications every Open Enrollment period.

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.

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.

Learn more about how Coordinated Benefits Company uses AgencyBloc to be more efficient and save time and money.

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!

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.

Discover how Saxon Financial Services uses both FormFire and AgencyBloc to streamline their quoting process and increase productivity.

Best practices your employee benefits agency can use to manage upcoming summer renewals with ease and the industry-specific technology that can help streamline your processes.

In this eBook, we discuss how to create a seamless client onboarding process, identify cross-sell opportunities, and what client data to analyze.

Create a dynamite lead nurturing process by combining emails and workflow automation using these templates from AgencyBloc.

Wondering how you can be more efficient and effective with policy renewals? Follow these two simple steps.