[Guide] From Quote to Close: Simplify Your Broker Experience

In this guide, we'll discuss how your agency can streamline its renewal processes and how industry-specific tools, like AgencyBloc's AMS and Quote+, can help.

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58% of brokers report spending up to 18 hours per year working with each of their small groups. 

As a small group broker, you have a lot on your plate. You're managing paperwork, navigating complex decisions, staying up-to-date on industry news, and ensuring everything is organized for your groups and carriers.

But what if there was a better way? With the help of industry-specific solutions, you can manage it all in a more efficient and streamlined way.

 It's possible to spend less time on the mundane, and spend more time on:

  • Attracting new clients
  • Growing client relationships
  • Maintaining a "broker of record"
  • Increasing sold product lines
  • Getting a business ROI

So, what would you do if you had more time? Discover how to simplify your processes in this guide!

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How are the 18 hours spent working with small groups broken down?

It's divided into four stages: Quoting coordination (3 hours), open enrollment coordination (4 hours), group closing (3 hours), and maintenance (8 hours).

What stages can I streamline?

By focusing on the quoting coordination, open enrollment coordination, and group closing stages in the first ten hours, you can save a lot of time.

What tools will I need?

To make enrollment and renewal seasons a breeze, consider using an AMS/CRM with automation capabilities, along with an industry-specific quoting solution. These tools will help you save valuable time and effort.