[Webinar] Save Time & Sell More This Open Enrollment Season With AgencyBloc's Plus Suite

Learn how agencies utilize AgencyBloc's Plus Suite of industry-specific tools to save time, sell more, and be more efficient during Annual Election Period and Open Enrollment!

Save My Seat

Ready for your best Open Enrollment season yet?!

More specifically, are you ready to save 100+ hours on client communications, cut your time spent servicing and quoting small group policy renewals in half, and increase your agency's sales this Open Enrollment season?

Join Kellie as she guides you through ways your team can use AgencyBloc's Plus Suite to ease your workload, help your team get more done, and create efficiencies this enrollment season. 

We'll cover:

  • Lead and sales management best practices
  • Compliance management best practices
  • Client communication automation
  • Quoting and enrollment integrations
  • Centralized client, policy, and agency management
  • Efficient commissions processing
  • Cross-sell opportunity identification
  • + More!

Presenter:

kellie-r-transparentKellie Robbins
Key Account Rep
AgencyBloc

Join us Wednesday, August 14th at 2 PM ET

How can insurance organizations be more efficient this enrollment season?

Enrollment season is a busy one. There are many places your team can streamline efforts from client and prospect communications, to lead assignment and management, to client retention and cross-selling. Using the right tools can make all of the difference.

How do agencies leverage automation for OEP?

Insurance agencies and uplines use automation to create efficiencies throughout their internal processes. Some of the top automation opportunities our clients employ include speed to contact, lead nurturing, onboarding, client retention, and agent management. 

Who is AgencyBloc?

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 insurance agency or upline remain compliant and accelerate growth.