Finding Success During This Year's Open Enrollment Season

We pulled together these resources to help you save time with prospect & client communication, streamline commissions processing, and more during enrollment season.


[Free Resource] Pre-Designed Business Card Templates


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Take the stress out of business card design with pre-designed templates that are professional and won't take much time to personalize. These free templates let you put your own spin on the cards to make the unique to you. Then, send them to print and pass them out to your clients and prospects to stay top-of-mind this enrollment season.

Create Your New Business Cards


[Guide] 6 Ways to Ease Your Workload This Open Enrollment Season


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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 6 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!

Get the Guide


[Email Templates] 2021 Open Enrollment Email Templates for Insurance Agencies


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Enrollment season may look a little different this year, but what isn't changing is that your clients and prospects want to hear from you! Using automation, agencies can save 100 hours in email notifications and reminders to clients, prospects, and agents every OEP. These email templates help you stay in contact, even from a distance.

Get the Email Templates


[Blog] How to Boost Productivity by Automating Your Open Enrollment Period


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Using workflow automation during Open Enrollment can give you a leg up on your competition by allowing you to work smarter, not harder. We'll go over three crucial areas you can implement automation into your Open Enrollment process to streamline your efforts and boost overall productivity during this enrollment season.

Keep Reading


[Blog] 5 Major Reasons You Need an Agency Management System This Open Enrollment Season


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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.

Keep Reading


[eBook] The Agency's Guide to Commissions: Efficient processing, uncovering missed commissions, & analyzing performance


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Commissions are an integral part of life and health insurance agencies, especially during and after Open Enrollment. Without the right tools, processing and tracking commissions isn't easy or efficient.

In this guide, we’ll discuss how agencies are better managing their commissions, taking a look at everything from processing and tracking to analyzing and monitoring performance.

Get the eBook


[Blog] How to Set Up Video Conferencing in Your Agency & 8 Tips for Success


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Many agencies have moved to video conferencing to stay in touch with prospects and clients.

If you’re new to doing a lot of video conferencing or are not sure how to set up a video conferencing process in your agency, then this is the blog for you! We'll going to discuss what video conferencing is, the apps and software you can consider using, and some best practices to keep in mind.

Read the Blog


Want to jump into AgencyBloc to see if it might be the right fit for your agency?


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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, test it out in a free trial!

AgencyBloc is the #1 Agency Recommended Management System for life and health insurance agencies that helps you grow your business with an industry-specific CRM, commissions processing, and integrated business and sales automation.

Start a Free Trial