✨ Quote+, an AgencyBloc solution, has even more tools to help you be efficient this enrollment season. Learn More!
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.
Using automation, agencies can save 100 hours in email notifications and reminders to clients, prospects, and agents every enrollment season. These email templates will help you attract, convert, and retain.
While automation is a great asset for your day-to-day work, it can also come in handy during the busy times of the year like Open Enrollment (OEP) and Annual Election Period (AEP). Automation helps you get more done with less effort.
In this blog, we'll discuss three areas you can use automation during OEP and AEP to maximize productivity and efficiency (plus highlights from the software you can use to streamline it all).
The Open Enrollment and Annual Election Periods can be overwhelming. Use this checklist to help ease your mind and save some time by ensuring you've got all of your t's crossed and i's dotted.
To keep you at peak productivity, each checklist item is paired with tips to help you work smarter, save time, and put your focus elsewhere—like growing your book of business. There's even a secondary checklist you can hand out to your clients and prospects!
Open Enrollment is often a daunting time for insurance agencies. Thankfully, there are a few tips and tricks for easing your workload as you help current clients, follow up with new leads, and manage your agency.
In this guide, we’ll briefly describe 7 ways you can use technology to streamline your process this OEP season. Then, we’ll provide direction on where to learn more and get started!
The Centers for Medicare & Medicaid Services (CMS) Understanding Marketplace Compliance Rules & Regulations presentation laid out additional requirements for life and health insurance brokers to obtain consent to contact prior to providing assistance with Marketplace plans.
Utilize these consent to contact resources to efficiently obtain consent and ensure your agency maintains compliance.
A few months ago, the Center for Medicare & Medicaid Services (CMS) announced a new ruling called the CMS Final Rule 2023. Part of this rule requires agents to record and store all Medicare and Medicaid "marketing" calls.
Read this blog to find out how you can use an agency management system (AMS) to stay compliant and how you can store call recordings in AgencyBloc!
If there is one thing you can always count on in the health and life insurance industry, it's that changes will happen. The latest broker compensation disclosure requirement is no different.
This blog explains what the Broker Compensation Disclosure is, how you can use an agency management system (AMS) to help you stay compliant, and the Broker Compensation Disclosure report within AgencyBloc.
August through December is a busy time for agents. Between your CEs, getting certified with different carriers and plan types, and preparing for enrollment season, you are swamped. However, there is one thing that could help make some of your preparations easier—technology.
We’ll discuss how to use an industry-specific agency management system (AMS) to streamline your enrollment season and ease your workload.
Agencies with a cloud-based agency management system are able to easily work from anywhere. If you're wondering whether an AMS like AgencyBloc might be the right fit for you, request a free 1-on-1 demo!
AgencyBloc, the #1 Agency Recommended Management Platform, supports life and health insurance agencies with a suite of industry-specific solutions and services, including Sales Enablement, Quoting, Client and Policy Management, Commissions Processing, and more.