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Blog The Sales and Marketing Metrics Your Insurance Agency Should Track Sales and marketing are key pillars of your insurance agency's growth. Learn how to track the success of these efforts here.
Guide Scale & Succeed: How top-performing insurance agencies and uplines use AgencyBloc's Plus Suite to improve operations In this guide, learn how successful health, benefits, and senior insurance agencies and uplines use AgencyBloc's Plus Suite of industry-specific solutions to streamline their processes, centralize efforts, and increase revenue.
Templates Lead Nurturing Email, Text Message, & Workflow Recipes Use these email, text message, and workflow automation templates to create a successful lead nurturing process and increase conversions for your independent health, benefits, or senior insurance organization.
Templates Life Insurance Emails & Workflow Recipes Spread awareness for life insurance, expand your cross-sell opportunities, and convert more policies with these email templates and workflow recipes.
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.
Templates Policy-Related Email Templates for Agents & Advisors Use these policy-related, plain-text email templates to proactively communicate with clients and your agents.
Templates 2024 Open Enrollment Email Templates for Insurance Agencies Using an agency management system with workflow automation, agencies save 50-100 hours in client and agent communications every Open Enrollment period.
Templates 7 Automated Email Templates for Insurance Agencies 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.
Templates Client Retention Emails & Workflow Recipes Use these plain-text email templates and workflow automation recipes to promote retention within your client base.
Blog 10 of the Most Frequently Asked Questions About Agency Management Systems Finding an agency management system can be difficult. Here are answers to 10 common questions we get to help you choose the right vendor.
Blog 3 Simple Ways to Increase Insurance Client Retention The average retention rate in the insurance industry is 84%, with the top performing agencies in the 93%-95% range. Retaining customers is all about the long term relationship you build.
Case Study Hovis & Associates See how Hovis & Associates uses Sales Pipeline, Automated Workflow, and AgencyBloc's Commissions+ solution to create notable time and money savings.