[Guide] 7 Tools to Ease Your Workload This Open Enrollment Season

In this guide, we'll briefly describe 7 areas where insurance agencies are using technology to create efficiencies for themselves during open enrollment season.

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Learn About the Agency Tools You Should Use This Open Enrollment Season!

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 eBook, we’ll briefly describe 7 ways you can use technology to streamline your process this OE season. Then, we’ll provide direction on where to learn more and get started!

You'll learn:

How to maintain organized contacts throughout OEP 
How to effectively manage new leads coming in & close more deals
How to use workflow automation to help with agent reminders and client communication
How to cut commissions processing time by 75%
How to maintain regular communication with clients even after OEP ends

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How will these tools ease my workload?

By using technology to communicate with prospects and clients, automate some processes, quote and enroll, and process commissions, your agency saves time and resources. This guide covers all of those areas and more!

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

Data migration will likely be involved to move over to new technology. That's why getting set up sooner rather than later is best. Once you find the specific technology you are interested in using, get your team on board and begin the implementation process so you're up and running before OE.

What is AgencyBloc?

AgencyBloc is an agency management system that streamlines agencies' workload using an industry-specific CRM, commissions processing, and automated workflow. Agencies have saved serious time and resources in client communication, commissions processing, and more, not only during OE, but year-round.