👀 Christian Brindle of Christian Brindle Insurance Services shares how their agency has partnered with our Plus Suite for increased data organization, automation, and more. "We were looking for solutions to keep track of our client and lead data in a secure format with an organization we could trust. We were also looking for creative ways we could automate different processes and bring everything into one system for our agency. AgencyBloc has helped us so much in terms of just putting everything together in one place, getting rid of a lot of additional unneeded systems, and helping us keep more than anything," Thank you for the review, Christian! #agencybloc #insurtech #testimonial #healthinsurance #insurancesoftware #insurancecrm
AgencyBloc
Software Development
Cedar Falls, Iowa 4,039 followers
The #1 Recommended Insurance Industry Growth Platform serving the health, benefits, and senior insurance space.
About us
The #1 Recommended Insurance Industry Growth Platform Accelerate the growth of your organization with the robust insurance-specific solutions that leading health, group benefits, and senior insurance agencies, GAs, IMO/FMOs, call centers, and carriers recommend. In 2008, “AgencyBloc” the brand was born, and the very first life and health insurance agencies began using our industry-specific CRM (Customer Relationship Management) and powerful commissions processing system. Today, AgencyBloc is the #1 Recommended Insurance Industry Growth Platform with 6,500+ customers across multiple solutions within the platform.
- Website
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http://www.agencybloc.com
External link for AgencyBloc
- Industry
- Software Development
- Company size
- 51-200 employees
- Headquarters
- Cedar Falls, Iowa
- Type
- Privately Held
- Founded
- 2008
- Specialties
- Automated Workflow, Custom Reporting, Industry-specific CRM, Policy Management, Group Enrollment & Election Tracking, Agent Management, Commissions Processing, Carrier Tracking, Document Management, Lead Management, Dashboard Analytics, Activity Tracking, Email Marketing, Advanced & Saved Searches, Sales Enablement, Insurance Quoting, and Quoting & Proposals
Locations
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Primary
115 E 2nd St
Cedar Falls, Iowa 50613, US
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1860 NW 118th Street
Suite 210
Clive, IA 50325, US
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1100 Superior Ave E
1650
Cleveland, Ohio 44114, US
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Las Vegas, NV 89052, US
Employees at AgencyBloc
Updates
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🧠 Work smarter, not harder this open enrollment season. We pulled together 10+ resources to help you save time with prospect & client communication, streamline commissions processing, and more during enrollment season. Check out the full library of Open Enrollment Season resources ⤵️ https://bit.ly/3TnTCnF #agencybloc #insurtech #openenrollment #insuranceagency #benefits
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You've probably spent a fair amount of time honing your sales pitch. But are you hitting all the points you need? Is your pitch efficient and effective? Does it help you meet your sales goals? Join sales experts Travis Freeman and Steven K. for an upcoming webinar all about perfecting your pitch. With 50+ years of combined sales experience, Travis and Steve will use this opportunity to discuss their best sales tips and tactics. Whether you're a brand new agent or a seasoned professional, this is a great opportunity for all individual health, group benefits, and Medicare insurance agents to level up their sales pitch game. You're bound to leave with a new idea, perspective, or tactic you can implement right away to make your enrollment season even better. Some of the top tips we'll discuss: 📈 How to increase your average in-force policy saturation per client ❓ How to ask questions that give you the information you need 📆 How to book 80% of your day during enrollment season with purpose 👥 Why you should consider the bottom 20% of your client base Join us Thursday, September 12th at 12 PM ET Register today: https://bit.ly/3Zf2NLa
[Guest Webinar] Top Tips from Sales Experts: Leveling Up Your Sales Game for Enrollment Season
resources.agencybloc.com
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It's time for #FAQFriday! With enrollment season quickly approaching, now is the time to ensure you comply with rules and regulations. Today's question asks: Can I manage #ScopeofAppointment records with AMS+? The short answer: Yes! AMS+ has built-in compliance tools that can make handling SOA forms a breeze. With AMS+, your team can: 📝 Generate unique SOA forms in English and Spanish 📧 Electronically send the form to the contact 📇 Automatically attach the signed form to the contact's profile in AMS+ Need help obtaining signed SOAs from your Medicare prospects and clients? Download these resources: https://bit.ly/3WZ7hT6
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AgencyBloc reposted this
💻 Elevate your client communication this enrollment season! Join our webinar on Wednesday, August 28, at 1:00 p.m. ET, where experts Kelsey Rosauer and Allison Babberl from AgencyBloc will share the secrets to effective and automated communication. 💬 Discover the key touchpoints consumers crave and learn how to keep your messaging compliant. Plus, walk away with ready-to-use examples that you can implement today! 🚀 👥 Reserve your spot today! https://ow.ly/ay3J50SXKiw #MarketingWebinar #ClientEngagement #OpenEnrollment #Automation
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✈️ We had an incredible week learning, networking, and sharing our expertise at several Medicare conferences. Cheers to A Senior Summit Annual Medicare Event and URL Insurance Group's Medicare Connections Conference for providing such informative events! #agencybloc #insurance #insuranceagent #medicare
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AgencyBloc reposted this
Ready to elevate your communication game? Join us on Wednesday, August 28, at 1:00 p.m. ET for a game-changing webinar! Learn how to deliver (& automate!) meaningful touchpoints during enrollment season and beyond. Hear from Kelsey Rosauer and Allison Babberl from AgencyBloc's marketing team as they dive into the psychology of effective communication, highlight key touchpoints, and show you how to stay compliant. Don't miss out on strategies that will take your client communication to the next level! 📈 🔗 Save your spot now! https://ow.ly/byR550SXJzV #NABIP #Webinar #EffectiveCommunication #EnrollmentSeason #MarketingAutomation
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💪 Have you heard about our latest integration? Read on to learn more about the enhanced service we're now offering in partnership with Senior Market Sales Lead Advantage Pro® ⤵ #agencybloc #sms #insurtech #integration #partnership
AgencyBloc Announces AMS+ Integration with Senior Market Sales' Lead Advantage Pro®
AgencyBloc on LinkedIn
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🎉 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 us today, Wednesday August 14, at 2:00 PM ET as we guide 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 ℹ️ Quoting and enrollment integrations 💻 Centralized client, policy, and agency management 📈 Efficient commissions processing 🔀 Cross-sell opportunity identification + More! Sign up for today's webinar now at https://bit.ly/3WO0CLs
Save Time & Sell More This Open Enrollment Season With AgencyBloc's Plus SUite
resources.agencybloc.com
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Happy #FAQFriday! Today's question asks, "How can I communicate with my downline agents more efficiently?" The answer: automation. By using technology that allows you to automate communications not only with your prospects and clients but also with your downline agents, you can ensure that your agents are well-informed and feel supported while spending less time manually sending out emails and notifications. See examples of types of communications you can automate and how a system like AgencyBloc's AMS+ solution can help: https://bit.ly/3WMzk9B