Resources by "customer service"

Group benefits brokers spend a lot of time working with each of their small groups, but this can be made easier with a quoting and proposal tool. In this infographic, we break down the 6 steps to quoting small group insurance in Quote+.

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

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.

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.

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.

Use these plain-text email templates and workflow automation recipes to promote retention within your client base.

Implement these three processes to help your life and health insurance agency boost your business' client retention rate to help you reach your goals.

Spread some holiday cheer this season by sending these free holiday banners and editable holiday email templates to your clients, prospects, agents, and staff.

Learn how to take your social media strategy to the next level with these posting tips.

Millions of seniors will enroll in new Medicare Advantage and Part D drug plans during the Annual Enrollment Period, which begins on October 15th and ends on December 7th. Here are 5 things you can do to start preparing for AEP this year!

Is client churn getting you down? Here are the leading causes and how your insurance agency can stop it.