Manage your agents’ licenses, certifications, and E&O documentation with customizable insurance workflow automation.
Give your agents the power to manage their own insurance licenses and other professional documents with an industry-specific agency management system. AgencyBloc provides the tools to centralize important life and health insurance agent paperwork, including:
- State health insurance licenses
- State life insurance licenses
- Errors & Omissions (E&O) insurance
- Continuing Education (CE) credits
Uploading these documents into AgencyBloc is easy. You and your agents can drag and drop licenses, certifications, E&O, and other paperwork for easy access.
Storing your agents’ information in one centralized location makes tracking easier and management simpler. It also improves your agency’s overall organization.
Beyond storing documents, your agents can use Activities in AgencyBloc to create a permanent record of client, lead, and opportunity interactions. This gives them the background and evidence needed should E&O issues arise. Additionally, suppose an agent is out sick or on extended leave. In that case, another agent or customer service rep can easily step in, familiarize themselves with the account, and support the client without missing a beat.
You can also use AgencyBloc’s workflow automation tool, Automated Workflow, to create automated alerts about upcoming expirations. These alerts help agents to keep their licenses up to date and E&O current.