Resources by "customer experience"

We compiled tips and best practices from health insurance, Medicare, and group benefits experts on how they make Open Enrollment and Annual Election Period productive.

Ensure the upcoming Open Enrollment Period is your insurance agency's best one yet with these key insights.

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.

Use these plain-text insurance cross-selling email templates to provide more value to your individual and group business clients!

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!

A thorough review of the process life and health insurance brokers must follow to obtain consent from individuals, employers, and employees before providing assistance to Marketplace/ACA consumers.

Staying updated on life and health insurance trends is critical as an agent. Here are the latest trends and events in 2023 so far in the insurance industry.

Use these tips to create a follow-up process for your life and health insurance leads and make your reach outs more successful and conversion-focused.

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

Customer reviews are critical to gaining more business. Here are some ways you can gather a strong collection to support your agency.

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

The insurance sales cycle can be tedious. Here are some ways AgencyBloc can help streamline it.