Use an agency management system to assign, manage, and track the completion of your team’s tasks.
Keeping track of day-to-day activity in an agency environment can be a challenge. Our industry-specific agency management system lets you track, manage, and report on assigned tasks in a centralized location to ensure your team is working at peak productivity.
AgencyBloc gives you two ways to manage your task assignments to fit how you work. You can select between a list view or a visual calendar view.
The Versatility of AgencyBloc’s Activities
Task assignments are referred to as Activities within AgencyBloc. Each activity has the following tied to it:
- Title of task
- Priority level
- Due date
- Associations (policyholder, group contact, policy number)
- Follow-up user
- Date of the last task update
With this information, you can streamline internal communication, reduce confusion on the next steps and procedures, and empower your staff to complete the task on time.
AgencyBloc lets you assign Activities in one of three ways:
- Created by the user for themself
- Created by a user and assigned to another user
- Automatically created and assigned via Automated Workflows
Automated Workflow assigns tasks based on predetermined timetables that proactively work to keep you on track. Each task functions just like any other Activity by linking to the policy and individual/opportunity/group, providing notes, and giving you the due date and priority level.
AgencyBloc’s Custom Reports let you take task management a step further through individualized reporting on task assignment and completion. Custom reports help you better understand your employees’ workflows, determine when new hires are necessary, and decide how to best distribute the work you already have. This keeps your business running smoothly.
Using Activities to Manage Your Day
AgencyBloc’s Activities help you stay on task and create a digital paper trail of conversations, emails, and more. Add related documentation to Activities to create a comprehensive record for each client and prospect. These documents could include:
Better manage carriers and agents by adding supplementary documentation like:
- Carrier Contracts
- Carrier Plans & Presentations
- Agent E&O and Licensure Information
- Agent Contracts