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. 

Lead form builder in AgencyBloc

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
Hovis & Associates logo and Heather H. headshot

Case Study

Hovis & Associates

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


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Looking for more? Explore our suite of industry solutions.

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

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  • 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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