The Challenge

New Business Costs $$$$

No agency can thrive without new business sales and referrals, but spending your time courting each prospect can be costly and time-consuming. It’s a must-have process, but it doesn’t have to be all-consuming.

Common pain points when using manual lead nurturing processes include:

  • Missed opportunities for retention and business growth
  • Less ability to hit target growth goals
  • Losing leads due to other agents swooping in more quickly
  • Inability to tie automation to lead generation tools, like lead vendors, website lead forms, etc.

The Solution

Reduce Your Time Spent Selling with AMS+

AMS+ eliminates these issues with insurance automation tools built for sales agents. For example, workflows your team could build include:

  • New lead notification workflows alert your team immediately to a new lead so you can work and win them sooner — a proven best practice for all sales agents.
  • Lead nurturing workflows ensure every lead is touched and taken care in a way that fits your brand and sales cycle.
  • New policy submission workflows allow your team to manage the submission process and keep prospects in the know and prepared.
  • New client welcome workflows provide new clients with a warm welcome to your agency that helps them feel connected and appreciated.
  • Happy birthday workflows help prospects feel seen on their special day of the year — a nice touch for any agency.

Want to See How it Actually Works?

Explore the automation tools that make losing sales a thing of the past.

Schedule a Demo

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Award-Winning AMS

AgencyBloc's AMS+ Solution Named Cloud CRM Solution of the Year by The Cloud Awards

Recognized for our dedication to the health, benefits, and senior insurance industry, our AMS+ solution won the 2026 Cloud Award for the Cloud CRM Solution of the Year.

Read More in Our Press Release

Additional Resources

Learn ways to optimize your organization, grow your business, stay compliant, and retain clients more effectively than ever.

See All Resources

Lead Nurturing Email, Text Message, & Workflow RecipesTemplatesLead Nurturing Email, Text Message, & Workflow Recipes
6 Steps for Converting Leads (+Emails!)Templates6 Steps for Converting Leads (+Emails!)

Trusted by Agents & Admins

What Our Clients Are Saying

"This software is so organized and efficient! It helps keep me on track. There is no doubt my sales have increased 10%+ these first 6 months, and I expect that will rise over the following months." — Robert M.

See why other agencies are switching to AMS+. Schedule a meeting with one of our experts.

You've got questions. We've got answers.

FAQs About Lead Nurturing Automation in AMS+

  • Lead nurturing automation refers to workflows that automatically engage, follow up, and convert new insurance leads without constant manual intervention. In AMS+, this includes sending timed emails or text messages, assigning follow-up tasks, and triggering new actions based on lead behaviour.

  • All of the automation tools in AMS+ are customizable. Build a process that matches your agency and works on your timetable. 

    For example, your insurance lead nurturing process could follow:

    • Immediately: send a welcome email & assign an agent task
    • Day 3: send a text message
    • Day 7: assign another agent outreach task
    • Day 12: send another text
    • Day 17: send a follow-up email
    • Day 21: assign agent task
    • Day 31: send a final email

  • Because many leads need multiple touch-points (research shows that leads needs 5 or more touchpoints) before converting. Automation ensures you stay in consistent contact, don’t drop leads due to human error or busy schedules, and ultimately improve your conversion rates.

  • AMS+ offers the following lead nurturing automation options:

    • Cmail and SMS/text message sends
    • Task assignment rules and reminders
    • Segmentation of leads by source, status, or other criteria to deliver relevant messaging
    • Integration of lead data and workflow actions within the insurance-specific environment (agents, policies, etc.).

  • Begin by requesting a demo with AgencyBloc. Once onboard, you’ll be able to begin using the automation tools. They're customizable, but we do offer ideas and templates to help your agency get started.

Reach out today to get more of your sales automation, lead nurturing, and AMS+ questions answered.

See How to Automate All of Your Processes

Sales management is one part of your automation possibilities with AMS+. Keep exploring:

Is It Time To Double Your Book of Business?

Simplify the sales process and add the human touch back in with automated reach-outs that help you stay connected and ahead of the game. See how AMS+ can enable your team ultimately win more business.

Request a Demo

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