Resources/News - Sarah Rosonke | Design & Content Specialist

Sarah is the Design and Content Specialist at AgencyBloc. She creates and designs helpful resources to support life and health insurance agencies in growing and automating their business. Favorite quote: "You'll never do a whole lot unless you're brave enough to try." —Dolly Parton

Resources/News posts by this Author

Infographic Health Savings Account (HSA) Contribution Limit Changes: What Insurance Agents Should Know for 2025 Learn everything you need to know about 2025 HSA contribution limits to better support your clients.
Infographic The Agent's Guide to Understanding Qualifying Life Events (QLEs) for Health Insurance Qualifying life events (QLEs) allow clients to enroll or update health insurance plans outside the annual enrollment period, offering a valuable opportunity to strengthen client relationships and improve retention. Learn about QLEs, how to manage them effectively, and how AgencyBloc's AMS+ and Quote+ can streamline the process.
Blog The 6 Hallmarks of Evaluating Agency Management System Vendor Security The security of your book of business is crucial when selecting an agency management system or other insurtech vendor. Here's how to know how secure the software is as well as what to look for in the company's practices.
Blog 5 Leading Voluntary Benefits to Boost 2025 Groups Benefits Insurance Packages In the past decade, voluntary benefits have become increasingly popular as additions to benefit packages employers offer to their employees. In this blog, we'll cover what voluntary benefits are, and what voluntary benefits employees are most interested in the upcoming year and beyond.
Infographic 5 Ways to Prepare For & Manage Annual Group Enrollments This infographic outlines five steps your small group benefits agency can take to prepare for enrollment season and streamline your processes to save your agency time and money.
Blog 9 Key Traits Independent Agents Look For in an Upline Here are nine key traits independent agencies look for in a GA, IMO, or FMO and why they are essential to offer to your downline agents.
Blog Why Automation is the Key to Successful Downline Management By using automation, you can rest assured that your agents receive meaningful communication when it matters most. In this blog, we'll cover why you should use automation at your organization to communicate with your agents, examples of communications you can automate, and how you can use technology like AgencyBloc's AMS+ solution to do just that.
Blog Boost Your Insurance Agency's Marketing Efforts with Canva In this blog, we'll cover what Canva is, how to leverage it to create stunning marketing materials and designs for your agency, and tips and tricks for getting the most out of your account.
Blog Integrating Automation & Communication for a Killer Retention Process Using Automated Workflows to build and improve your agency's client retention and keep purposeful communication at the heart of your retention strategy.
Blog How to Efficiently Quote, Propose, & Enroll Small Groups at Your Benefits Agency In this blog, we'll discuss the tools health and group benefits agencies use to quote and enroll clients, how AgencyBloc's Quote+ solution can help streamline this process, and how general agencies can also take advantage of Quote+.
Infographic How to Use AMS+ for Sales, Servicing, & More In this infographic, we'll outline the features of both the sales and servicing areas of AMS+ and how they can work together to make your insurance organization more streamlined and efficient than ever before.
Blog Understanding the ACA Consent to Contact Standards of Conduct & How to Comply The ACA Consent to Contact regulation is a CMS requirement to gather consent from ACA-eligible clients before sales conversations begin.

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