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AgencyBloc solutions are built specifically for health insurance agencies. Our automation tools are intuitive, powerful, and help you work smarter without the worry.

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See the AgencyBloc Difference

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Example: New Lead Form Submission Follow-Up

When a new lead fills out your lead form, they expect a response fast. In our digital-first world, customers prioritize working with insurance agents who put them first. Often, speed-to-lead is hard for agents manually calling every opportunity. This is where automation can help.

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Make Insurance Automation Easy

Explore some of the automation tools within AgencyBloc's Plus Suite designed to help health insurance agents do more.

Automation Resources

Learn ways to optimize your organization, grow your business, stay compliant, and retain clients more effectively than ever.

See All Resources

6 Steps to Onboarding a New ClientChecklist6 Steps to Onboarding a New Client
Less Busywork, More Business: How to Automate Your Insurance Ops with AMS+WebinarLess Busywork, More Business: How to Automate Your Insurance Ops with AMS+
Texting Best Practices for Insurance AgentsWebinarTexting Best Practices for Insurance Agents
Using Automation to Stay In Touch with Your Senior Market ClientsBlogUsing Automation to Stay In Touch with Your Senior Market Clients
The Art of Effective Communication: How to Add Value & Make a Lasting ImpactWebinarThe Art of Effective Communication: How to Add Value & Make a Lasting Impact
Integrating Automation & Communication for a Killer Retention ProcessBlogIntegrating Automation & Communication for a Killer Retention Process

Automate Like These Pros

This insurance agency elevated efficiency and unlocked new revenue

Golden Light Insurance was spending too much time on manual tasks that slowed growth. After implementing AgencyBloc's Workflows, they've automated key processes, ensured nothing slips through the cracks, and gained valuable time — turning consistency into profit.

"AgencyBloc's Workflows have taken my agency to the next level. They have freed up so much time. I might forget to do something, but AgencyBloc doesn't, and those automated processes make me money." — Hilda S.

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Automation FAQs

Insurance Automation FAQs

  • When combining automation with our email capabilities, you can take your insurance email marketing to the next level. Being able to reach out to clients and prospects at specific points of the sales funnel without having to manually send those emails is extremely helpful. It ensures that your audience can get consistent, specific communication with minimal work and will also make emails, like ones for birthdays, easier and more feasible.

  • Automation can be a broad word—put simply, it's the idea of making recurring tasks happen automatically. Once automation is set up, it helps insurance agencies work smarter not harder and ensure tasks are completed and communication happens. Check out some examples of things every insurance agency should be automating, like policy renewal workflows and lead follow-up workflows.

  • There are a lot of moving parts in insurance agencies, and automation is a way to save time while increasing quality of service. It makes it easier to ensure processes are accurate and consistent, that timely communication happens, and that employee tasks don't slip through the cracks. With extra time and resources, agencies can focus on other areas of their business. 

Where can you free up time?

We all have processes that we wish we could automate. Turn those wishes into reality with AgencyBloc.

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