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.
- Sales Automated Workflows Video Course (14.5 minutes)
- Servicing Automated Workflow 101 Video Course (11 minutes)
- Automated Workflows 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.
- 5 Steps for Getting Started with Email Marketing Recorded Webinar
- Sales Email Templates Video Course (11.5 minutes)
- Email Marketing & Mass Email Knowledge Base Articles
- Appointment Scheduler Knowledge Base Article
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.
- Activities Video Course (12 minutes)
- Email Forwarding Video Course (2.5 minutes)
- Outlook Email Sync Video Course (4 minutes)
- Activities, Notes, & Emails Knowledge Base Articles
Add New Staff to Your Agency
Learn all you need to know to add and manage new team members to your AgencyBloc account.
- Set up Security Groups and add Users Video Course (9.5 minutes)
- Managing Security Group Settings Knowledge Base Articles
- Managing Users Knowledge Base Article
- Restricting User Access to a Book of Business Knowledge Base Article
You’ll also find additional Open Enrollment resources to optimize your agency, including templates, blog articles, and recorded webinars.
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