Streamlining Insurance Processes through Automation

Save time, boost productivity, and increase client retention using a robust automation system.

Insurance automation allows agencies to streamline repetitive, administrative processes to save time and resources. Automation includes both task assignments, called Activities, and email communications.

The #1 reason clients leave an insurance agency is due to a “lack of meaningful communication.” Adding thoughtful client communications throughout the year can make a big difference, and automation can help.

Leveraging the workflow automation features in AMS+ help your team stay ahead of your competition. Assign Activities and send email alerts to internal team members or agents and send email communications to clients to keep everyone informed. Attach necessary documents to the Activities, and add notes, priority level, and due dates to ensure completion by your team. Activities appear on each user’s Activity Dashboard to outline their day and ensure that essential tasks are prioritized and completed on time.

Happy birthday email in AgencyBloc's AMS+ solution

Client Retention Automation

The name of the game is client retention. Once your agency has a new individual or group benefits client, ensure you keep them with dedicated retention-focused automation. Automate processes, like:

New client welcome
New client onboarding
Happy birthday
Client anniversary
Turning 26/65

Policy-Related Automation

An agency's main differentiator is the customer service they provide — policy-related automation can help. Communicate important changes that affect your clients' policies:

New policy information
Policy renewal date
Carrier changes
Policy termination

Case Study

GRA Benefits Group

Learn how AgencyBloc's industry-specific CRM helps GRA Benefits Group save 50 hours a month and $11,000 a year with workflow automation.

Have Questions?

FAQs About Insurance Automation

Insurance Automation FAQs

How can automation help our insurance agency's marketing efforts?
When combining automation with our email capabilities, you can take your insurance email marketing to the next level. Being able to reach out to clients and prospects at specific points of the sales funnel without having to manually send those emails is extremely helpful. It ensures that your audience can get consistent, specific communication with minimal work and will also make emails, like ones for birthdays, easier and more feasible.
What are some insurance automation examples?
Automation can be a broad word—put simply, it's the idea of making recurring tasks happen automatically. Once automation is set up, it helps insurance agencies work smarter not harder and ensure tasks are completed and communication happens. Check out some examples of things every insurance agency should be automating, like policy renewal workflows and lead follow-up workflows.
Why is automation important for insurance agencies?
There are a lot of moving parts in insurance agencies, and automation is a way to save time while increasing quality of service. It makes it easier to ensure processes are accurate and consistent, that timely communication happens, and that employee tasks don't slip through the cracks. With extra time and resources, agencies can focus on other areas of their business.

Looking for more? Explore the Plus Suite of industry-specific solutions.

AMS+ Sales Enablement Tools

AMS+, an AgencyBloc solution, is an all-encompassing, industry-specific sales and servicing agency management system designed to help your team increase sales, improve client retention, and stay compliant.

Learn More
Commissions+

AgencyBloc’s Commissions+ solution streamlines commissions processing and management, saves your team serious time, and can help you uncover thousands of dollars in missing compensation.

Learn More
Quote+

Quote+, an AgencyBloc solution, is an all-in-one quoting, proposal generating, and enrollment tool for benefits agencies to streamline sales and renewals.

Learn More

See Real Client Experiences

See All Testimonials

"Being this is my first agency management system, AgencyBloc has been a very easy program to use and understand. Their service has also been outstanding! I couldn't be happier with my experience with AgencyBloc."

Michael M.
Helpyourselfinsurance.com

"Since starting using Automated Workflows less than 2 months ago, I've written 6 new clients and I have received 6 referrals for new business. AgencyBloc allows me to set up a workflow timeline for my entire book of business "hands off". The staff gets an email 10 days before a client's birthday and immediately following a new client's onboarding. I have provided a custom script to my staff, all they need to do is hand write the card. AgencyBloc is a very powerful system for automating those mundane tasks, it's so easy!"

Danny M.
Medicare101.net

"We've been using AgencyBloc for about a year now, and I highly recommend taking the plunge and adding it to your tools to help you grow your business, stay organized, and automate your processes. It's been a lifesaver for me."

Allison P.
Insurance by Price, LLC.

"Automated Workflow has helped our team stay organized and operate in the most efficient manner possible. It has helped us build our client service model and stay organized as we continue utilizing their great products going forward."

Ned H.
Havern Benefits Strategies

"My agency has used AgencyBloc since our inception in 2017, and it has been pivotal to our operation and growth. AgencyBloc easily handles all aspects of what an insurance agency needs to function — inputting, storing, and tracking client information and policies. But we do so much more than that with the program. AgencyBloc stores all of our clients policy attachments, relationships, and histories for easy recall on who a client is, what we've done with them, and any special circumstances. We run reports to pull information for campaigns, outreach, and new products. AgencyBloc allows us to customize and edit all the fields that are relevant to us so that the program isn't a generic one-size-fits-all for agencies. It even has an automated commissions software. Without AgencyBloc, we wouldn't be able to track, market, organize, and handle our clients the way we do. We've been using it for 7 years and will use it for the rest of our business's lifetime!"

John O.
NJ Life and Health Insurance Group

Insurance Automation Software for Independent Agencies, GAs, & IMO/FMOs