Put Automation Tools to Work This Open Enrollment Season
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.
To tackle some of this, many agencies are turning to automation. Using an agency management system with built-in automation, agencies can save 50-100 hours in emails to clients/prospects and reminders to agents every Open Enrollment period.
Using Automated Workflow in AgencyBloc, it's all possible!
We put together some email templates to help you start thinking about automation. These templates will help you understand what you can (and should!) automate this enrollment season.