Organize, Automate & Grow Your Agency.

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Darren Walker
6 years ago
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1 Organize, Automate & Grow Your Agency. AgencyBloc is an agency management system built with your needs in mind. Organize Provide your staff with an easy-to-use collaboration tool. See policies written by each agent to monitor productivity. Easily discover where your best leads are coming from to determine the best use of marketing resources. See real-time graphs and generate reports that will help you better understand your book-of-business and help you make better business decisions. Automate Easily manage follow-ups by assigning activities to a team or person within your organization. Upon assigning someone a follow-up, it conveniently shows up on their dashboard when they login. Keep track of important interactions with your clients by tracking s, phone calls, etc. And, all of your files are stored in the cloud, safe from a disaster or from being lost. Grow From prospect to client, AgencyBloc makes it easy to keep track of where someone is in the sales cycle. Funnel leads into AgencyBloc through third-party vendors or our Lead Forms, and send targeted s to them, nurturing them from prospect to sale. Key Features Track Policies Save time servicing clients by quickly accessing the most relevant information Manage Agents Minimize liability exposure by easily tracking agent E&O, licenses & contracts Improve Lead Management Capture leads using lead forms copy, paste and capture Automated Workflow Act on leads, build client retention, and stay in touch with your agents with automated & activities Real-time Analytics Analyze and evaluate your business with real-time graphs and reporting tools Track Carriers Centralize carrier information including their products, forms, and even contacts

2 AgencyBloc s CRM includes these easy-to-use, color-coded tabs to organize all of your important information. Dashboard Visualize your data through graphs and charts that allow you to make better business decisions Monitor your ongoing activities, including follow-ups and agency announcements Assign tasks/follow-ups and see your teammates activities Gain whole office collaboration Assign incoming leads to your agents and track the sales cycle

Groups & Individuals Track all of your groups & individuals in one central location See all communication you or your team has had with each group or individual by tracking emails, phone calls and

3 Groups & Individuals Track all of your groups & individuals in one central location See all communication you or your team has had with each group or individual by tracking s, phone calls and more See any policy information attached to each group or individual Always backed up we take the security of your book-of-business very important Available on any mobile device with an internet connection; the application is built responsively to display nicely on phones, tablets and computer screens Policies Our policies section is industry-specific with customizable fields Quickly see all plans associated with a policy Store and easily access enrollment paperwork and applications Track agents being paid on a policy and their respective commission levels and splits Review past commissions paid on the policy Agents Consolidate all your contracts, licenses and E&O information in a single location Quickly view all policies under a given agent Improve agent recruitment by tracking communication with prospective agents Carriers List all the carriers you work with including their products, forms, and contacts Store carrier login information Track and manage plan codes that you sell Manage benefits summaries, plan grids, product brochures and more

Real-time Analytics and Reporting Get an in-depth look at your book-of-business and the metrics needed to run your agency through real-time graphs automatically created in your account View

4 Real-time Analytics and Reporting Get an in-depth look at your book-of-business and the metrics needed to run your agency through real-time graphs automatically created in your account View industry-specific reports such as policy renewals, cross-sell opportunities, annualized premium, application submissions and more Reports are available in Excel/CSV format, so you can export them and use them elsewhere

5 **these graphs are only a small sample of what s available within AgencyBloc. Please ask about specific visuals you may be looking for.

6 AgencyBloc s Marketing Automation feature streamlines your external and internal communications. Lead Forms Capture leads anywhere by building forms and embedding them on your website or other online presence build the form with our easy-to-use form builder, copy the code and paste it where you want it Set up a workflow that will instantly assign a new lead to an agent for follow-up when a lead form submission is made New form submissions show up on an agent s AgencyBloc Dashboard and their personal calendar Automated Workflow Set up workflows to automatically send s to your clients, prospects and agents Set up workflows to automatically assign activities for important processes Monitor the performance of everything you send with easy-to-understand graphs and useful stats

7 More about the Automated Workflow feature: Industry-specific filters Use the fields in your AgencyBloc account to target the right audience. Fields such as renewal date, birth date, term date, coverage type, and more can all be used to build the perfect list. Send targeted s to the right people at the right time. Mass s Mass campaigns are used to send one-time communications to a list of recipients such as sending a newsletter to your current customers or sending a set of s (drips) to perform cross-sell campaigns. No more exporting lists from one system and importing them to another. Just filter your list of recipients and send the campaign all in one, easy-to-use software. Automated s Set up workflows that will be triggered when a specific event occurs. These can be based on date/time events such as a renewal date approaching or a customer is turning 65 as well as action-based events such as when an individual changes from a lead to a customer. Automated workflows are ongoing; you set them up once and AgencyBloc takes care of the rest. User-friendly stats & graphs Visually appealing graphs make it easy to see trends in each of your campaigns as well as your marketing effort as a whole. Drill down to understand how every that you ve ever sent has performed. See who received your s, who opened them (and who didn t), and which links they were most interested in.

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