Case Study: Insurance Advocates achieves efficient, organized workflows and faster client follow-ups with AgencyBloc

How Insurance Advocates uses AgencyBloc to create an efficient and understandable workflow amongst their team

Insurance Advocates, founded in 2009, is a small insurance agency serving about 400 clients and specializing in life, health, annuities, Medicare, and dental/vision products. As the business grew from a single agent to a two-person team, their Excel-based tracking system became cumbersome, time-consuming, and inconsistent, making follow-ups and visibility into team activities difficult.

With help from AgencyBloc’s client success team to format and import their spreadsheets, Insurance Advocates now uses AgencyBloc to search and edit records, send email newsletters, and manage application follow-ups more efficiently. After two years they’ve established a clear, accountable workflow, gained better insight into clients and touch opportunities, and can quickly access information to work more cohesively and grow with timely follow-ups.

Insurance Advocates