[Webinar] Turning Chaos Into Order Using Automated Workflow

In this on-demand webinar, you'll learn what it means to automate your workflow, what opportunities life & health agencies have to use it, and how to monitor it all.

Watch the Recording

Turning Manual, Unreliable Processes Into Efficient, Consistent Ones

Using automation, insurance agencies can turn time-consuming, unreliable processes into efficient, consistent ones. Automation allows your team to get more done with less effort while also ensuring all the steps are taken. Learn how to apply these practices to your agency in this live webinar. 

In this webinar, you'll learn:

  • how to map out your business processes to ensure nothing falls through the cracks
  • how to identify areas to apply automation within these business processes
  • what Automated Workflows are and examples of ones agencies like yours are already using
  • how to monitor the automated activity

Watch the Recording:

Meet the Presenter:

sara-casarrubias-web (2)Sara Hughes
Client Education Manager

Sara joined the Client Success team at AgencyBloc following the acquisition of GBS in December 2017 where she served in a client support role for several years. As the Client Education Manager for AgencyBloc, she designs and develops educational resources to help guide AgencyBloc users and is passionate about ensuring ongoing satisfaction and expanded use of AgencyBloc features. Outside of work, you can find Sara cooking, gardening, sewing, quilting, and playing the organ.

Why use automation?

We use automation everyday whether we realize it or not. We have automatic bill payment, automatic coffee pots, automatic digital thermostats, and automatic ordering and delivery of household essentials. All of this has been created with efficiency in mind—with a “set it & forget it” mentality. Just as we adopt this technology in our personal lives, businesses apply it to the workplace for their teams.

What is Automated Workflow?

Life and health insurance agencies are turning to automated workflow to create efficiency and consistency in their day-to-day for everyone in their agency. Automation allows agencies to transition from manual processes that are inefficient to an automated system that keeps everyone on track and prevents important activities from falling through the cracks. In this webinar, see the technology behind automated workflows insurance agencies utilize today.

How can I use Automated Workflow at my agency?

Every agency will likely differ a bit in the areas they utilize automation because every agency’s business processes and the steps within them are somewhat unique. Therefore, there’s no right answer to what you should automate. However, you can decide what processes to automate by identifying what you’d like to achieve. In this webinar, you’ll learn how to identify where to apply automation; plus, we’ll show you several examples!