Send out vital communication to your clients or agents with an easy-to-use agency management system.

Consistent communication with your clients and agents keeps everyone up-to-date and on the same track. AgencyBloc’s Automated Workflow and Email Marketing tools help you send the right message at the right time and simplify internal and external interactions. 

Email Marketing covers mass email campaigns and drip campaigns, while Automated Workflow is built for repetitive tasks that come up based on behavior.

Campaign email builder in AgencyBloc

Mass Agent & Client Communication

Email Marketing in AgencyBloc helps you direct specific information to the clients that need it. Use filters within the campaign builder to target specific groups of individuals like agents, clients, opportunities, leads, or prospects.

For example, when a carrier launches a plan change, you can send a mass email to everyone who has that plan type and carrier combination only. Or, you can send an Open Enrollment notification email to everyone who participates in that enrollment period. Segmented email campaigns help you hone in on your audience to deliver pertinent information quickly. 

Screenshot showing Automated Workflow actions for Policy Renewal in AgencyBloc

Automated Agent & Client Communication

Stay connected throughout the year with your agent and clients with targeted and segmented communication. Where mass emails are great for one-time sends or planned drip campaigns, automated communication can target specific groups with specific information.

Use Automated Workflow to build customized workflows that send out the right message at the right time to the right person. Automate client communications and agent communications once, then let them run independently to ensure your message is sent. 

Stephanie F. featured testimonial

Looking for more? Explore our suite of industry solutions.

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