✨ Who is AgencyBloc? AgencyBloc, the #1 Recommended Insurance Industry Grwoth Platform, acquired FormFire in 2022.
Learn More About AgencyBloc!
Enrollment season is always a hectic time of year. Life and health insurance agencies have a lot to handle during this time: carrier updates, new products, client communication, lead follow-ups... the list goes on.
Using automation, agencies can save 100 hours in email notifications and reminders to clients, prospects, and agents every enrollment season. These email templates will help you attract, convert, and retain.
While automation is a great asset for your day-to-day work, it can also come in handy during the busy times of the year like Open Enrollment (OEP) and Annual Election Period (AEP). Automation helps you get more done with less effort.
In this blog, we'll discuss three areas you can use automation during OEP and AEP to maximize productivity and efficiency (plus highlights from the software you can use to streamline it all).
Open Enrollment is often a daunting time for insurance agencies. Thankfully, there are a few tips and tricks for easing your workload as you help current clients, follow-up with new leads, and manage your agency.
In this guide, we’ll briefly describe 7 ways you can use technology to streamline your process this OEP season. Then, we’ll provide direction on where to learn more and get started!
Each enrollment season, your group benefits agency is busy with everything that goes into enrolling your employer groups into their plans by the end of the year. In fact, we've found that brokers spend an average of 18 hours per small group per year servicing their clients.
This infographic outlines five steps your small group benefits agency can take to prepare for enrollment season and streamline your processes to save your agency time and money.
The 2025 enrollment season is just around the corner; is your agency prepared?
The Open Enrollment and Annual Election Periods can be overwhelming. Use this checklist to help ease your mind and save some time by ensuring you've crossed all of your t's and dotted all of your i's.
To keep you at peak productivity, each checklist item is paired with tips to help you work smarter, save time, and put your focus elsewhere — like growing your book of business.
The Centers for Medicare & Medicaid Services (CMS) Understanding Marketplace Compliance Rules & Regulations presentation laid out additional requirements for health insurance brokers to obtain consent to contact prior to providing assistance with Marketplace plans.
Utilize these consent to contact resources to efficiently obtain consent and ensure your agency maintains compliance.
The key to running a successful insurance organization is to have effective tools your teams need to work efficiently. From prospecting to quoting to retention and back again, it's essential to have technology that works for your organization (and your employees!) from one end to the other.
In this guide, learn how successful health, benefits, and senior insurance agencies and uplines use AgencyBloc's Plus Suite of industry-specific solutions to streamline their processes, centralize efforts, and increase revenue.
If there is one thing you can always count on in the health and life insurance industry, it's that changes will happen. The latest broker compensation disclosure requirement is no different.
This blog explains what the Broker Compensation Disclosure is, how you can use an agency management system (AMS) to help you stay compliant, and the Broker Compensation Disclosure report within AgencyBloc.
August through December is a busy time for agents. Between your CEs, getting certified with different carriers and plan types, and preparing for enrollment season, you are swamped. However, there is one thing that could help make some of your preparations easier—technology.
We’ll discuss how to use an industry-specific agency management system (AMS) to streamline your enrollment season and ease your workload.
In this guide, you’ll learn how to close more deals by choosing the right sales methodology and processes. You’ll also get a glimpse into AgencyBloc’s Sales Pipeline, a sales tool created specifically for life and health insurance agencies that’s connected to the already powerful industry-specific CRM, Commission Module, and automation and reporting tools.
Agencies with a cloud-based agency management system are able to easily work from anywhere. If you're wondering whether a platform like AgencyBloc might be the right fit for you, request a free 1-on-1 demo!
AgencyBloc, the #1 Recommended Insurance Industry Growth Platform, supports health, benefits, and senior insurance agencies, GAs, IMO/FMOs, call centers, and carriers with a suite of industry-specific solutions and services, including Sales Enablement, Quoting, Client and Policy Management, Commissions Processing, and more.