Navigating Busy Season

Here is a list of resources to help you prepare for and navigate open enrollment easily.

Automate Repetitive Tasks

Use Automated Workflow to streamline essential, repetitive business tasks with ease. Set up workflows to automatically send thank-you emails to clients after meetings or to alert your admin team to prepare paperwork when a client is ready.

• Academy Videos:
  • Automated Workflow 101
• Knowledge Base Articles:
  • Overview of Automated Workflow
    • Creating a Workflow

Quickly Communicate With Your Clients

Keep your clients and prospects informed this enrollment season with Email Marketing. Easily send reminders about upcoming enrollment dates, major process changes, and carrier alterations. Tailor your message to reach the right people at the right time, enhancing your service and maintaining strong relationships.

• Academy Videos:
  
  • 5 Steps for Getting Started with AgencyBloc’s Email Marketing
• Knowledge Base Articles:
  
  • Getting Started with Email Marketing
    • Building Email Campaigns

Keep Yourself Organized

Utilize AgencyBloc’s Activities and Email features to quickly locate and organize your information to improve your customer service during open enrollment.

• Academy Videos:
  • Activities
  • Email Forwarding
  • Outlook Email Sync
• Knowledge Base Articles:
  • Creating & Working with Activities
  • Using Email Forwarding
  • Outlook Email Sync
    • Using Outlook Email Sync

Add New Staff to Your Agency

• Academy Videos:
  • Set up Security Groups and add Users
• Knowledge Base Articles:
  • Managing Security Group Settings
  • Managing Users
  • Restricting User Access to a Book of Business

Level Up Your Skills With Live Training

For live group learning sessions with real-time Q&A, register for these events in the AgencyBloc Academy:

• Bootcamps for accelerated training to learn the basics and get started quickly
• Workshops for feature-focused training and community discussions
• Webinars for overviews and best practices

Supplementary Resources to Optimize Your Agency

Check out the Open Enrollment Season Resources for more tips, tricks, and tools on how to save time with prospect and client communication, streamline commission processing, and more during enrollment season.