[Webinar] Secure and Grow Your Agency This Open Enrollment Season With AgencyBloc

This year has already had its fair share of unknowns, and Open Enrollment season will be no different. In this webinar, learn how to prepare as best you can with the right technology.

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Prepare for the Unknowns of This Year's Open Enrollment Season

No matter where you'll be working from this Open Enrollment season, there are ways you can prepare yourself and your team. In this webinar, Kellie from our team guides you through how to use an agency management system to ease your workload, even during this uncertain time. 

We'll cover:

  • Remote work best practices
  • Lead tracking & follow-up best practices
  • Client welcome/onboarding
  • Policy management
  • Commissions processing
  • Cross-selling & client retention


steve-ogden-100Kellie Robbins
Key Account Sales Rep

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What will insurance agencies use to 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. Not only that, they can save at least 6 hours per week in lead distribution using these same tools. Learn more about automation tools in this webinar!

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. We'll cover more areas you can use automation during OEP in this webinar.

How can you use an agency management system (AMS) this OEP?

An agency management system (AMS) is technology insurance agencies use to manage their contacts, policies, agents, carriers, and more. Plus, in certain systems (like AgencyBloc), agencies can also process commissions and automate workflow. This OE season, use an AMS to track leads, follow up with clients, manage policies, manage commissions, and more.