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.