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:
- Knowledge Base Articles:
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:
- Knowledge Base Articles:
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:
- Knowledge Base Articles:
Add New Staff to Your Agency
- Academy Videos:
- Knowledge Base Articles:
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.