AgencyBloc Software Customer Relationship Management
AgencyBloc is a comprehensive and reliable solution intended for insurance companies. Intuitive and feature-rich applications can help managers control business accounts and administrative activities. Simply, AgencyBloc gives your business a lift from the traditional method of reaching clients and engaging with customers. Health and life insurance enterprises can now rank up their capability to handle activities that are profitable and productive.
AgencyBloc helps businesses to stay organized and properly ordered. For business to control and manage the entire operation, it is necessary to keep procedures and workflow. AgencyBloc provides functionalities that will streamline thick-layered processes and number of activities. It aids the organization to have more time to think on crucial matters than waste on administrative tasks. Insurance managers, agents, and life agencies utilize AgencyBloc because of its great capability. Constant Coverage, Senior Benefits Insurance Services, First Legacy Financial Group, and PDCM Insurance are few of AgencyBloc software clients.
The business solution runs on different platforms and operating systems, including Windows, Mac and Linux/Unix. With its integration with Office tools, it is easy for the user to interpret, export, or import data or information. The smooth transition of data allows the users to create points of understanding to help in decision-making. The familiarity with the application ushers the easy and quick implementation of the product.
As a 100% web-based application, it is supported by the Internet infrastructure or connectivity. The architecture allows better information-sharing and accessibility. Users are not limited to access database anytime. It is a great chance to increase the employee engagement with customers to hype up the business performance.
Accounts Management oversees number of client’s accounts to check maturing and expiring insurance policies. The manager can now see who needs to be paid, who the new clients are, and how to implement insurance policies. On the other hand, Commissions Management engages the manager with insurance agents and underwriters. It easily tracks the number of clients being driven to the agency, and the corresponding financial obligation that must be paid according to the compensation rule of the organization.
Email management is supported by Contact Management capacity. It organizes and sorts out contact details according to some defined rules. It is a good chance to send messages and marketing materials to specific groups or a set of potential clients. The organization needs to get the best of customer relationship support to build new market base while it retains the current market audience.
Reports and Dashboard Analytics are features that will help managers to supervise the operation of a unit or a division. In the same manner, AgencyBloc checks policy lists to ensure proper handling of clients. Policy lists guide the agent to sell and close deals according to the marketable policy.
AgencyBloc should be considered as a fine investment by companies. It is highly-scalable to meet the needs of the organization as it continues to grow. Low-monthly subscription fees will not hurt operational capital of organizations. On the other hand, you are assured to get customer and technical support from AgencyBloc to fully implement or resolve anomalies and issues of the application during its deployment.
