Lead Nurturing & Automation Software

Increase your agency's chance of conversion with targeted automation tools

Every health and life insurance agency has a sales process. Automation allows agencies to streamline those repetitive tasks within the lead nurturing process to ensure completion and create efficiencies throughout the agency. Automation includes everything from task assignment to email communication to alerts.

AgencyBloc's workflow automation tools can significantly impact sales initiatives by aiding in lead, prospect, and opportunity touchpoints. These efficiencies help to streamline everyday tasks and communications, giving agents more time to focus on selling.

Automated Lead Nurturing

Automation gives your team a competitive edge when connecting and working with health and life insurance leads. Putting this in place allows your team to do what they do best without the worry of managing their task list, remembering to call prospects, and also sell. Automate lead nurturing processes like:

New Lead Added
New Referral Lead Added
Lead Status Updates to Interested
New Lead Form Submission
New Policy Submission

Lead nurturing Automated Workflow actions in AgencyBloc

Online Lead Nurturing Workflow

Research shows that 80% of leads require 5+ touchpoints before they convert. An example lead nurturing workflow agencies use is:

Immediately: Send an email + agent to reach out
Day 3: Send an email
Day 7: Agent to reach out
Day 12: Agent to reach out
Day 17: Send an email
Day 21: Agent to reach out
Day 31: Send final email

Case Study

Hovis & Associates

See how Hovis & Associates uses Sales Pipeline, Automated Workflow, and the Commission Module to create notable time and money savings.

Looking for more? Explore our suite of industry solutions.

Quoting & Proposals

Quote+, an AgencyBloc solution, is an all-in-one quoting and proposal tool brokers can use to streamline client servicing and retention.

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Customer & Policy Management

With a suite of industry-specific tools, AgencyBloc makes managing your health and life insurance business simpler.

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Commissions Management

AgencyBloc's Commission Module creates a comprehensive view of your data so you can reduce time spent processing commissions and quickly identify missed income from carriers.

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