AgencyBloc

📰 Hot off the presses: We announced our upcoming integration with SunFire! This integration reaffirms our goal of connecting our clients to cutting-edge industry tools and resources that drive growth and operational excellence. Read more in the press release below ⤵ #agencybloc #sunfire #insurtech #medicare #pressrelease

Lets talk about overcoming technology adoption fears 😱 When it comes to business management, technology is a standard. But not all technology is made equally, and sometimes, you have to change your technology to achieve your agency’s goals. Even though agencies know they need to change, the fear of adopting new technology persists. Read on to dive into four of the major fears you might have about new technology adoption and discuss how you can overcome each! 🔗 https://bit.ly/48y0TIb #agencybloc #insurtech

Don’t let your agency’s growth be a ghost story 👻 Happy Halloween from AgencyBloc! #Halloween #Insurtech #AgencyGrowth

🔒 Is your data secure? Vet your current agency management system (AMS) or a new one to ensure you're partnering with the right company. Use our checklist to cover all of the necessary security questions to keep your data safe and secure. 📄 [Free PDF] Agency Management System Security Questions Checklist https://bit.ly/3Yz1ENK

🚨🚨 Breaking News! We've expanded our integration with ConnectureDRX to include their new PlanCompare Edge for Agents solution! PlanCompare Edge for Agents by ConnectureDRX allows individual agents to quote and enroll their clients into Medicare plans. This new integration allows AgencyBloc’s AMS+ users to seamlessly sync data to PlanCompare Edge for Agents, and completed enrollments will automatically sync back to AMS+. Learn more about the new integration below ⤵️ #insurtech #medicare #medicarequoting #agencybloc #connecturedrx

🎧 🎙️ New Podcast Episode Alert! In this episode of the Insurtech Building Blocs Podcast, AgencyBloc's Tim Robinson and Cory Schmidt discuss the Annual Enrollment Period (AEP) and the challenges faced by Medicare agents. They are joined by Jason Schmittgens and Andrew Tutaj from ConnectureDRX who introduce their new product, PlanCompare Edge for Agents, designed to streamline the quoting and enrollment process for individual agents. The conversation covers the need for connected platforms, the response from IMOs and FMOs, and insights on how agents can benefit from their new solution and the upcoming integration with AgencyBloc's AMS+. Watch the latest episode here ⤵️

Our friend and industry leader, Patricia Griffey, RHU, REBC, is featured in the latest issue of bip, NABIP's magazine! Don't miss her insightful article on the 5 Lessons of Leadership. Congratulations, Pat! 🎉

The team at AgencyBloc has been busy trekking across Texas with The Brokerage Inc. with their #brokeragekickoff!

🧠 Work smarter, not harder this open enrollment season. We pulled together 10+ resources to help you save time with prospect & client communication, streamline commissions processing, and more during enrollment season. Check out the full library of Open Enrollment Season resources ⤵️ https://bit.ly/3TnTCnF #agencybloc #insurtech #openenrollment #insuranceagency #benefits

You've probably spent a fair amount of time honing your sales pitch. But are you hitting all the points you need? Is your pitch efficient and effective? Does it help you meet your sales goals? Join sales experts Travis Freeman and Steven K. for an upcoming webinar all about perfecting your pitch. With 50+ years of combined sales experience, Travis and Steve will use this opportunity to discuss their best sales tips and tactics. Whether you're a brand new agent or a seasoned professional, this is a great opportunity for all individual health, group benefits, and Medicare insurance agents to level up their sales pitch game. You're bound to leave with a new idea, perspective, or tactic you can implement right away to make your enrollment season even better. Some of the top tips we'll discuss: 📈 How to increase your average in-force policy saturation per client ❓ How to ask questions that give you the information you need 📆 How to book 80% of your day during enrollment season with purpose 👥 Why you should consider the bottom 20% of your client base Join us Thursday, September 12th at 12 PM ET Register today: https://bit.ly/3Zf2NLa