AgencyBloc Integrates with Employee Navigator

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Greater Efficiency for Insurance Agencies and HR Professionals in Benefits Enrollment, Policy Management, and Commissions Processing

AgencyBloc + Employee Navigator

AgencyBloc + Employee Navigator

Moving group and policy information automatically from Employee Navigator to AgencyBloc will save time, prevent data-entry errors and allow users to stay focused on servicing clients and managing the agency.

AgencyBloc, an agency management system/CRM and commissions processing software provider built specifically for life and health insurance agencies, is now integrated with Employee Navigator, a benefits, HR, and compliance software provider. The two companies prioritize workflow efficiency for their clients through the use of user-friendly software and are enthusiastic about bringing this integration to the insurance industry.

The integration will, in short, create a pathway for group and policy information from Employee Navigator to automatically import into AgencyBloc.

“This partnership offers another way for agencies to maintain their competitive advantage by maximizing efficiencies. Moving group and policy information automatically from Employee Navigator to AgencyBloc will save time, prevent data-entry errors and allow users to stay focused on servicing clients and managing the agency,” says Adam Lewis, President of AgencyBloc.

Through this integration, AgencyBloc and Employee Navigator aim to simplify benefits enrollment, policy management and commissions processing. With the integration, agencies will benefit from:

  • The elimination of re-keying information; group records and policy records from Employee Navigator are posted directly into your AgencyBloc account
  • Maximizing renewals by creating email campaigns and automated workflow for groups within AgencyBloc
  • Identifying cross-selling opportunities through reports and analytics within AgencyBloc
  • Processing commissions on policies brought over from Employee Navigator within AgencyBloc

“We couldn’t be more excited to announce this partnership with AgencyBloc. As we continue our work to build the premiere benefits, HR and compliance software for brokers of all sizes, we expect AgencyBloc to be an important part of that vision. Now brokers have access to a robust set of tools to manage their agency as well as all of the client-facing technology they need to grow their business in one place,” said George Reese, President and CEO of Employee Navigator.

AgencyBloc and Employee Navigator work together to streamline HR and insurance agency processes from plan enrollment to policy management. To learn more about the integration, click here.

To learn more about effective policy management and increasing productivity within your agency, see this eBook.

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About AgencyBloc: AgencyBloc helps life and health insurance agencies grow their business by organizing and automating their operations using a combination of an industry-specific CRM, commissions processing, and integrated marketing automation. For more information, contact AgencyBloc at 866-338-7075 or info(at)agencybloc(dot)com.

About Employee Navigator: Employee Navigator is one of the fastest growing SaaS-based benefits and HR platforms in the United States. The platform provides brokers and their clients with a single place to manage everything from new hire onboarding and online enrollments to ACA Reporting and time off tracking. Employee Navigator’s highly customizable software is currently being used by some of the nation’s leading insurance brokers, TPA’s and carriers. For more information, contact Employee Navigator at 301-583-5180 or sales(at)employeenavigator(dot)com.

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Kelsey Rosauer
@agencybloc
since: 02/2010
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