[Guide] 9 Tools to Ease Your Workload This Enrollment Season

In this guide, we'll briefly describe 9 areas where health insurance agencies are using technology to create efficiencies for themselves during enrollment season.

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Are You Using All 9 of These Tools?

Enrollment is often a daunting time for health insurance agencies across the board. Thankfully, there are a few tips and tricks for easing your workload and providing your team with additional efficiencies. 

In this guide, we’ll briefly describe nine ways you can use technology to streamline your process this Open Enrollment and Annual Election Period season. Then, we’ll provide direction on where to learn more and get started!

The 9 areas we'll cover are:

  1. How to organize your book to make efficiencies possible
  2. How to streamline & automate agent assignments for new leads
  3. How to effectively manage new leads coming in & close more deals
  4. How to electronically obtain, retain, and manage compliance forms
  5. How to leverage workflow automation to maintain communication with prospects & clients
  6. How to connect the dots with your technology for efficiencies in quoting & enrollment
  7. How to create regular touch points to increase client retention
  8. How to cut commissions processing time by 75%
  9. How to quickly identify & convert cross-selling opportunities 

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How will these tools ease my workload?

By using industry-specific technology to communicate with prospects and clients, automate internal processes, streamline sales efforts, quote and enroll, and process commissions, your agency can save time and expand its resources. This guide covers all of those areas and more!

How do I switch from my current process to using these techniques?

The first step is adopting industry-specific technology for your agency. Data migration is essential when moving to new technology. During your migration and onboarding processes, look at the tools available to create efficiencies for your team during busy season.

What is AgencyBloc's Plus Suite?

AgencyBloc is the #1 Recommended Insurance Industry Growth Platform serving the health, benefits, and senior insurance space. Our suite of insurance-specific solutions can help your independent agency, upline, or call center remain compliant and accelerate growth.