Save time and boost productivity using a robust automation system.
Insurance automation allows agencies to streamline repetitive, administrative processes to save time and resources. Automation includes everything from task assignment to email communication to alerts.
Various aspects of AgencyBloc’s industry-specific CRM can have automation attached to help you be more efficient and effective. Automation can significantly impact sales initiatives and customer service efforts by aiding in lead, prospect, opportunity, client, and agent touchpoints.
AgencyBloc’s task assignment and management tools keep your agents and staff ahead of the competition. Automated Workflow assigns tasks to agents with notes, priority level, and due date. These tasks appear on each agent’s Activity Dashboard to outline their day and ensure that essential tasks are prioritized and completed on time.
"The biggest benefit is the ability to maintain the organization and all of our different processes. AgencyBloc has been the most flexible system we’ve worked with."
— Mike R., GRA Benefits Group
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Insurance-Specific Workflow Automation
Automated Workflow is customizable workflows agencies can use to make lead, opportunity, client, and agent communications more efficient. A Workflow triggers an action (task assignment or email) to alert necessary parties to the information based on behavior or an event.
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Upcoming Policy Renewal Notification
Automated alerts help you monitor pending health and life insurance policy renewals. You can issue actions on a predetermined timetable (like 90, 60, 30, and 14 days out) to remind both the agent of record and policyholder of the upcoming policy renewal. Creating an automation process around renewals ensures proactive and effective communication for improved client retention.
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Agent Certification and Licensing Management
Giving your agents access to their own professional documents in AgencyBloc, including licensures, certifications, and E&O makes tracking easier. Our agency management system lets you create task assignments and share pertinent information within one centralized location. Automated reminders ensure that licenses and E&O coverage never expire.
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