[eBook] Automation for Life & Health Insurance Agencies: Using automated workflow to create efficiency & consistency

Automation allows agencies to transition from manual processes to efficient and consistent processes. This eBook will cover what automation is, how it can be applied to insurance agencies, what opportunities agencies have to use automated workflows, and how they can monitor it.

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How Life & Health Agencies Use Automation

Want to increase client retention? Hoping to feel more organized during policy application processes? Looking to increase your conversion rate? (Who isn’t?!) Your agency can work towards each of these goals and many more with the help of automation.

Automation allows agencies to transition from manual processes to efficient and consistent processes. This way, nothing falls through the cracks—clients are contacted when they should be, tasks are assigned so they're taken care of at the right time, and you're able to monitor all activities happening so everyone is on the same page.

This eBook will cover what automation is, how you can apply it to your insurance agency, what opportunities agencies have to use automated workflows, and how you can monitor it all.

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How do L&H insurance agencies use automation?

Insurance agencies use automation within business processes they want to make more efficient. These processes could include policy renewals, client onboarding, agent management, and more. 

Where should I consider using automation at my agency?

Once you take a look at your current business processes, look for areas your team tends to spend significant resources. Are there manual efforts you could streamline with automation? 

How do I start using automation?

For insurance agencies, this is easiest when done within an agency management system (AMS) with automation capabilities, like AgencyBloc's Automated Workflow. In this eBook, you'll see how it works and how to get started.