Now that you’ve mastered the CRM basics, you’re ready to learn how to use your data to save you and your team time and resources, and uncover unique insights and opportunities in your book of business.
IN THIS ARTICLE
Search & report on your data
Use our searching features to locate and track records quickly. Use our reporting features to uncover unique insights and opportunities in your book of business.
- Advanced & Saved Search
With advanced search, you can define criteria to search your book of business for important data and records, such as recent leads, prospects, and upcoming birthdays. Save an advanced search to use it again and again from your Dashboard.
- Standard Reports
With Standard Reports, you can download quick, simple exports of your data.
- Custom Reporting
With Custom Reporting, you have greater access and control over the data you can include in your reports. Once built, you can save a custom report to use again and again, and share it with your team.
Automate your processes
Save you and your team time and resources by automating lead gathering, agent and client email communications, and activity creation. With automation, you can prevent important items from being missed and transition away from paper processes.
- 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 that send a sequence of 2-3 emails over a period of time.
- 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.
If your agency is subscribed to our Commission Processing module and you process commissions at your agency...
Visit the Commission Setup & Processing Basics article. Familiarize yourself with commission setup, so you know how to make updates as your agency grows. Learn how to process commissions, run statements, and find missed commissions in AgencyBloc.