Insurance Agency Management System, AgencyBloc, Releases Automated Workflow Feature

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Automated Workflow increases agency productivity and efficiency, and reduces manual, error-prone tasks

AgencyBloc's Automated Workflow

AgencyBloc's Automated Workflow

By having the proper workflows in place, not only does it save time for my administration and agents, but it also helps us in staying in front of our clients with email automation, policy retention and much more.

AgencyBloc, an agency management system/CRM built specifically for life and health insurance agencies, has released Automated Workflow.

An automated workflow is a series of tasks created automatically when a specific event occurs. Tasks can be emails to prospects, activities assigned to agents, and much more. Automated workflows increase efficiency and accuracy in each business process.

When interruptions for redundant tasks can cost your agency 6 hours of productive work per day, automation becomes vital (The Washington Post). For insurance agencies, this means automating tasks like policy renewals, new client onboarding, new lead follow-up, and agent housekeeping items like E&O and license expiration reminders. Though these business processes are vitally important, they can be automated to allow agency owners, agents, and staff members to focus on other items such as servicing clients, lead generation, and agency analysis.

"Workflow automation is an essential part of our agency’s success. By having the proper workflows in place, not only does it save time for my administration and agents, but it also helps us in staying in front of our clients with email automation, policy retention and much more," says Ken Brannigan, Owner/Agent of Senior HealthCare Solutions.

The goal of AgencyBloc’s Automated Workflow feature is to provide agencies a way to quickly and easily create automated workflows that meet their business process needs. Because of AgencyBloc’s expertise in the health and life insurance industry, they have included six built-in automated workflow templates for agencies to get started with:

*Happy birthday
*New individual prospect
*Lead form submitted
*Policy application submitted
*Group policy renewal
*Agent license expiration

With these templates, agencies can use as-is or refine to serve their specific needs. The templates also provide a blueprint for agencies to build their own automated workflows.

“Agencies are concerned about missing new business opportunities or that important client follow-ups are falling through the cracks. Even a well-organized person can risk being less effective when an agency’s processes are not aligned,” says Jennifer Warne, AgencyBloc Product Manager. “We asked our clients if an automated workflow feature would benefit their business and they overwhelmingly told us yes, automation would help them in countless ways.”

Overall, AgencyBloc’s Automated Workflow allows agencies to transition from manual processes that are inefficient and potentially error-prone to automated processes that keep everyone on track and prevent important activities from falling through the cracks.

AgencyBloc strives to help 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 business and marketing automation.

To learn more about AgencyBloc’s Marketing Automation and these templates, schedule a 1-on-1 demo to speak with a representative about your agency’s specific needs.

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About AgencyBloc: AgencyBloc is an agency management system with marketing automation capabilities built specifically for life and health insurance agencies. For more information, contact AgencyBloc at 866-338-7075 or info(at)agencybloc.com.

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Kelsey Rosauer
@agencybloc
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