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BlocTalk Educational Resources

Resources by "customer service"

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  • [Infographic] The 6 Simple Steps to Quoting Small Group Insurance in Quote+

    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+.

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  • [Case Study] Coordinated Benefits Company

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

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  • [Checklist] 2024 Open Enrollment/Annual Election Period Readiness Checklist for Insurance Agents & Your Clients

    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.

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  • [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.

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  • [Guide] Providing Value to Clients: Onboarding, cross-selling, & reporting

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

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  • [Blog] How To Ask for, Collect, and Use Customer Reviews To Grow Your Insurance Agency

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

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  • [Templates] Client Retention Emails & Workflow Recipes

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

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  • [Blog] 3 Ways Your Life & Health Agency Can Improve Client Retention

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

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  • [Templates] Holiday Email Templates & Banners to Send to Your Clients, Prospects, Agents, & Staff

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

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  • [Blog] When & How Often Insurance Agents Should Post on Social Media

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

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  • [Guest Blog] 5 Things to Do to Prep for AEP

    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!

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  • [Blog] The #1 Reason Clients Leave Insurance Agencies & How to Stop Them

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

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