The Successful Agent's Secret Sauce
Insurance agency owners wear a lot of hats, from prospecting to sales, lead follow-up, and client management — it’s nonstop. But here’s the truth: it doesn’t have to be this hard.
It’s time to trade chaos for control. With the right workflow automation strategy, your agency can eliminate busy work and focus on what truly drives revenue.
Join Amanda Brewton, owner of Medicare Answers Now, and Savannah Clemons, Client Experience Manager for AgencyBloc, for a high-impact conversation on how to make workflow automation your agency’s secret weapon — without the overwhelm.
We'll cover:
- What workflow automation is
- How automation boosts productivity and profitability
- How to use the workflow automation tool in AMS+
- The top processes to automate immediately
- The simple, fool-proof way to get started
Stop working 8+ hours each day on manual, repetitive processes. Start focusing on the tasks that actually bring in revenue and scale your business.
