[Webinar] 7 Ways to Automate Your Sales Efforts Using AgencyBloc

In this webinar, we'll show you how life & health agencies are currently using AgencyBloc to automate processes like lead follow-up, opportunity management, policy renewals, client onboarding, and more.

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Automate Your Sales Efforts

When you can strategically use automation within your lead and sales processes, you can get more done with less effort while also ensuring no steps are missed. That's a win, win, WIN. 

Learn about AgencyBloc's Automated Workflows, how to use them throughout your sales process, and get a sneak peek at building some!

In this webinar, you'll learn:

  • how to map out sales processes to ensure nothing falls through the cracks
  • 7 ways to use automation throughout your sales efforts
  • examples of ways other agencies use Automated Workflows within their sales processes
  • how to monitor the automated activity

Watch now!

Meet the Presenter:

sara-casarrubias-web (2)Sara Hughes
Client Education Manager

Sara joined the Client Success team at AgencyBloc following the acquisition of GBS in December 2017 where she served in a client support role for several years. As the Client Education Manager for AgencyBloc, she designs and develops educational resources to help guide AgencyBloc users and is passionate about ensuring ongoing satisfaction and expanded use of AgencyBloc features. Outside of work, you can find Sara cooking, gardening, sewing, quilting, and playing the organ.

Why use automation?

We use automation everyday whether we realize it or not. We have automatic bill payment, automatic coffee pots, automatic digital thermostats, and automatic ordering and delivery of household essentials. All of this has been created with efficiency in mind—with a “set it & forget it” mentality. Just as we adopt this technology in our personal lives, businesses apply it to the workplace for their teams.

What is Automated Workflow?

Life and health insurance agencies are turning to automated workflow to create efficiency and consistency in their day-to-day for everyone in their agency. Automation allows agencies to transition from manual processes that are inefficient to an automated system that keeps everyone on track and prevents important activities from falling through the cracks. In this webinar, see the technology behind automated workflows insurance agencies utilize today.

How can I use Automated Workflow at my agency?

Every agency will likely differ a bit in the areas they utilize automation because every agency’s business processes and the steps within them are somewhat unique. Therefore, there’s no right answer to what you should automate. However, you can decide what processes to automate by identifying what you’d like to achieve. In this webinar, you’ll learn how to identify where to apply automation; plus, we’ll show you several examples!