AgencyBloc Integrates With Ease

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Greater Efficiency for Insurance Agents for Enrollment and Client Relationships

AgencyBloc / Ease Integration

AgencyBloc / Ease Integration

This partnership creates a great asset for health insurance brokers. With this integration, brokers will have a more streamlined experience from enrolling, to managing their clients, to overseeing their ongoing business.

AgencyBloc, the #1 Agency Recommended Management System for life and health insurance agencies, is now integrated with Ease, an online enrollment system for health insurance brokers to use for businesses from 2-250 employees. The two companies specialize in providing industry-specific software to deliver a positive user experience and are excited to bring this high-demand integration to the life and health insurance industry.

The integration will help brokers access powerful tools to easily manage, access, and report on client, prospect, agent, and commission data.

“This partnership creates a great asset for health insurance brokers. With this integration, brokers will have a more streamlined experience from enrolling, to managing their clients, to overseeing their ongoing business. The combination of Ease and AgencyBloc will be a time saver for brokers throughout the year and especially during enrollment season,” said Adam Lewis, CEO of AgencyBloc.

Through this integration, AgencyBloc and Ease aim to eliminate duplicate data entry for health insurance brokers by allowing the sync of plan, enrollment, group, and employee data. At a glance, this integration also benefits brokers by:

  • Providing a centralized location for group enrollment, employee classification and demographics, as well as election management
  • Improving customer service by providing a complete client interaction history and workflow automation
  • Streamlining commissions processing
  • Providing business insights via real-time analytics and custom reporting

“We are excited about our partnership with AgencyBloc. It will allow our brokers to further manage and grow their business by helping with customer service and seeing deeper into their business with real-time analytics. Creating this integration is part of our goal to bring new and needed technology to our brokers,” said David Reid, CEO of Ease.

AgencyBloc and Ease work together to give insurance brokers greater control and efficiency in benefits enrollment, employee and individual tracking, policy management, and commissions processing. To learn more about the integration, click here.

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About AgencyBloc: AgencyBloc, the #1 Agency Recommended Management System, is an agency management system that helps life and health insurance agencies secure and grow their business with an industry-specific CRM, commissions processing, and integrated business and sales automation. For more information, contact AgencyBloc at 866-338-7075 or info@agencybloc.com.

About Ease: Ease is an online benefits enrollment system built for insurance brokers and employers. Ease makes it simple to set up and manage benefits, onboard new hires, stay compliant, and offer employees one destination for all their human resources information. Started in 2012 in San Francisco by employee benefits veteran David Reid and web and engineering architect Courtney Guertin, Ease works with insurance brokers and small businesses to create seamless HR and benefits processes on an easy-to-use system. Ease has offices in Las Vegas, New York, Omaha and San Diego. In 2015, Ease was launched on the West Coast and is among the most widely adopted, fastest growing solutions for brokers and employers in the area, with more than 70,000 employers and over 2 million employees. For more information, head to http://www.ease.com.

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Erica Kiefer
AgencyBloc
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since: 02/2010
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