Steal These Ideas Before Enrollment Season Hits
Enrollment season doesn't give you time to build from scratch. During this session, see example dashboards to keep what matters most front and center, automated workflows you can build directly in your own AMS, and ready-to-use scripts for the moments that come up again and again during enrollment season.
An AMS should be a system of action, not just a place to store data. This session shows what that looks like in practice, right before your bandwidth gives way to volume.
During this session, you'll see:
- Dashboard inspiration for keeping the metrics that matter most front and center during peak season
- Workflow recipes you can adapt for your own outreach and follow-up
- Scripts and templates for the moments that come up again and again during enrollment season
- How Ask AMS+ and AgencyBloc Intelligence can help your team find answers and move faster during high-volume weeks
Whether you're a current AgencyBloc client looking for ways to make your flow even more efficient or an agency evaluating a new AMS ahead of enrollment season, this session gives you ideas you can put to use immediately.
Presenters:
Tasha Fitzgerald
Senior Client Education Specialist
AgencyBloc
Pat Moye
Senior Product Director, AMS+
AgencyBloc