Use tools in AgencyBloc to automate your agency, saving you time and resources. With the tools in AgencyBloc, you can reduce time and energy to gather leads, send mass communications, and trigger actions based on specific events. Use contact field values to create personalized automated communications or activities. Get rid of paper processes and prevent important items from being missed.
Tools to Automate your Agency
- Lead Forms
- Embed lead forms on a website to gather leads and have your leads placed into AgencyBloc. Lead Forms capture a prospect's information and automatically creates a record in AgencyBloc so you can easily follow-up.
- Email Marketing
- Use Email Marketing to send a one-time email campaign to a targeted list of recipients, like newsletters and announcements. Additionally, you can create drip email campaigns over a period of time to sequence up to three emails.
- Automated Workflow
- With Automated Workflow, you can automate tasks in your agency. Automated Workflows are built using triggers (what you’re looking for) and actions (what you want to happen). Use Automated Workflow to increase efficiency and ensure accuracy in your processes. Create workflows to schedule activities, emails, and reminders for a process from start to finish.
- Connect your AgencyBloc account with other apps and services to reduce data entry and create a seamless flow of data from the services you use. Connect with lead vendors and other platforms for health and life insurance industry.