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Blog An Insider's Look: What is AgencyBloc's Annual Event BlocBuilder? BlocBuilder is AgencyBloc's annual industry event where health, Medicare, and group benefits insurance agents and executives learn, network, and grow together. We host unique sessions and add-on experiences that help you connect your AgencyBloc solutions with your business needs while learning best practices from high-performing professionals.
Podcast Insurtech Building Blocs Podcast: Episode 10 In this episode of the Insurtech Building Blocs Podcast, host Cory Schmidt, Co-Founder & CTO at AgencyBloc, welcomes Rick Fox, the new Chief Revenue Officer at AgencyBloc.
Webinar Texting Best Practices for Insurance Agents Texting has ballooned in recent years and is becoming critical to every insurance agency's communication plan. Join us for this webinar to discuss all things text messaging and learn best practices for your health insurance team.
Podcast Insurtech Building Blocs Podcast: Episode 9 In this episode of Insurtech Building Blocs, Tim Robinson and Cory Schmidt reflect on the past year, discussing AgencyBloc's growth, product development, and the importance of customer feedback. They highlight new features and innovations set for release in 2025, as well as strategies for enhancing customer engagement and satisfaction. The conversation emphasizes the company's commitment to continuous improvement and adapting to market trends.
Podcast Insurtech Building Blocs Podcast: Episode 8 In this episode of the Insurtech Building Blocs Podcast, host Cory Schmidt, Co-Founder & CTO at AgencyBloc, discusses the upcoming AEP and the challenges faced by independent agents in the insurance industry with Jason Schmittgens and Andrew Tutaj from ConnectureDRX.
Blog 5 Steps to Take Your Lead From Interested to Invested Having a process in place gives your sales team direction. Learn five essential steps that will help your agents find success and convert more leads and opportunities.
Podcast Insurtech Building Blocs Podcast: Episode 7 In this episode of the Insurtech Building Blocs Podcast, host Cory Schmidt, Co-Founder & CTO at AgencyBloc, has a comprehensive discussion about group benefits with Marcie Strouse, Partner at Capitol Benefits Group.
Blog How to Identify & Convert the Low-Hanging Fruit in Your Book of Business Learn how to efficiently and effectively identify sales opportunities and grow your business.
Blog 3 Steps To Convert More Online Insurance Leads Learn how you can convert more leads with these three lead management insights.
Webinar 6 Ways to Automate Your Sales Efforts Using AMS+ Sales are crucial to the success of any health insurance agency or upline. But are your sales efforts both effective AND efficient? Watch this webinar to learn how your team can automate your sales processes and, ultimately, sell more.
Blog The Sales and Marketing Metrics Your Insurance Agency Should Track Learn about the critical sales and marketing metrics that your insurance agency should be tracking to optimize performance and growth.
Templates Lead Nurturing Email, Text Message, & Workflow Recipes Use these email, text message, and workflow automation templates to create a successful lead nurturing process and increase conversions for your independent health, benefits, or senior insurance organization.