[On-Demand Webinar] Save Time & Sell More This Open Enrollment Season With AgencyBloc

Learn how agencies utilize AgencyBloc's suite of industry-specific tools to save time, sell more, and be more efficient during AEP and Open Enrollment!

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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 Steve as he guides you through how to use AgencyBloc's suite of industry-specific tools to ease your workload and help your team get more done with less effort this Open Enrollment season. 

We'll cover:

  • Lead & sales management best practices
  • Automating client communication
  • Streamlining quoting and proposal building 
  • Managing clients, policies, and agents in one system
  • Cutting commissions processing time by 75% + Brokers Compensation Disclosure tips
  • Easily identifying cross-sell opportunities
  • Setting yourself up for success next year

Watch the On-Demand Recording


steve-ogden-circle-100Steve Ogden
Sales Manager

How can agencies be more efficient this OEP?

Life and health insurance agencies are turning to automation tools to save 100+ hours in client communication before and during Open Enrollment. Additionally, using quoting software, like AgencyBloc's Quote+, agencies can cut their time spent servicing, quoting, and managing small group policy renewals in half!

How do agencies use automation during OEP?

Agencies use automation to ensure efficiency and accuracy. Using data in your agency management system (AMS) such as policy dates and statuses, client interactions, and carrier information, you’re able to trigger when emails should be sent and activities created. 

Who is AgencyBloc?

AgencyBloc is the #1 Agency Recommended Management Platform for life and health insurance agencies. We help brokers and agencies grow their business with a suite of industry-specific solutions and services, including Sales Enablement, Quoting, Client and Policy Management, Commissions Processing, and more.