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 Carter as he 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:
Carter Moore
Sales Consultant
AgencyBloc