There are several keys to becoming more successful and the old cliché “work smarter not harder” is most fitting. With AgencyBloc, you will be able to create efficiencies and become more productive.
In today’s environment, an industry-specific agency management system (AMS) is a must and AgencyBloc is one of the best I’ve seen.
They understand health and life insurance business and listen to their clients to provide features that are important to us. Here are a select few:
- Prospect & Lead Tracking
Know where leads are currently in the sales cycle and identify the best lead sources.
- Activities and Attachments
Know your upcoming tasks, track your notes and stored your documents.
- Dashboard Analytics
See graphically the entire performance of your agency.
- Automated Workflow
Automatically send an email, or sequence of emails, or create tasks based on key dates or actions.
- Projected Revenues
Forecast commissions for the current and following year.
Even better news, we can offer you a 10% discount on your first year’s subscription to AgencyBloc.
If you want to know more just click here or call our office today at 800.562.7733.