Building Better Client Relationships with AgencyBloc

Join Taylor Behrens, an Onboarding Specialist at AgencyBloc, as she discusses how to use an agency management system, like AgencyBloc, to improve client communication, effectively manage policies, cross-sell with ease, and more.

Watch Now

Bring Value to Client Relationships at Every Turn with an AMS

Now more than ever, customers are looking for a partnership, not just a product. They're looking for true value from anything they buy into, and that definitely includes the insurance, benefits, and other services you provide.  

To ensure you're continuously providing value, you have to do many things, like:

  • accurately measure client satisfaction
  • proactively communicate throughout the year
  • hit deadlines for client-related activities
  • keep detailed notes
  • cross-sell relevant products and services
  • ...and more!

In this webinar, Taylor and Kelsey discuss how you can put these best practices into place using an industry-specific agency management system (AMS), like AgencyBloc. 

Watch the Recording:

Meet the Presenter:

taylor-behrens-circleTaylor Behrens
Onboarding Specialist, AgencyBloc

Taylor joined AgencyBloc in 2018 as an Engagement Specialist, then transitioned to the Client Success side and became an Onboarding Specialist in 2020. She excels in communication and enjoys helping clients solve their problems and meet their goals. She is excited to show you how your agency can utilize an agency management system to be more organized and proactive to ultimately bring more value to client relationships. 

What is AgencyBloc?

AgencyBloc is an agency management system that helps life and health insurance agencies secure and grow their business with an industry-specific CRM, commissions processing, and integrated business and sales automation.

What features of an AMS will be covered?

Taylor will cover at a high level the features insurance agency client service teams use: activities/task management, notes & attachments, workflow, policy management, reporting, and more.

Where can I learn more?

For a basic overview before the webinar, check out our blog: 4 Easy Ways To Exceed Client Expectations. Taylor will be diving further into the details, but this blog is a good piece to review before the webinar.