Why BlocBoss?

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So you've been paying for this comprehensive AgencyBloc CRM database software every month/year and not utilizing it's vast capabilities? Yeah, my agency owner did that too.

Until I created BlocBoss; an affordable way to maximize your AgencyBloc ROI.

Simply put, together, you and I will grow and maintain your successful insurance business without the fixed overhead costs of a full-time dedicated employee.

Here's how this thing started...

I saw and felt the pressure individual agents are under to compete and be successful in the Medicare market, and there are only so many hours in a day--it's near impossible for one person to do it all.

So I partner with agents to take up this slack by being your highly skilled personal assistant.

Helping others succeed has always been my passion—especially when it comes to building thriving businesses!

20+ years in database admin, top-tier business development, sales & marketing, IT, and 

C-Level administrative support, coupled with over a decade in group life & health insurance, individual Medicare, and agency management, make me uniquely suited to flank my insurance industry clients to increase their bandwidth, productivity, and profitability.

I understand the challenges small to mid-sized agency owners and individual agents face because I live them.  

In my experience, the main challenge of individual Medicare insurance agents that have grown a sizeable book of business, is to then have the ability to balance and maintain effective and consistent day-to-day operations to ensure client retention and future growth. This includes social media/internet/email/direct mail marketing & management, advertising, personal outreach to current & prospective clients, follow-up, client database policy/contact info clean-up, missed commission tracking, reporting etc. (excuse the run-on sentence) --you get the idea-- all the tasks outside of the sales cycle that are necessary, but because of constant service calls and client meetings, just never seem to get done.

Additionally, we all know we must compensate for yearly fallout rates, and increase year-over-year client aquisition and retention in order to maintain a successful book of business.  

Bottom line: I run the behind the scenes "office" tasks so you can be in front of customers writing new business, and servicing your clients with personal attention.

That's BlocBoss in a nutshell.

Whether you need consulting, staff training, or a highly-skilled virtual "in-office" support pro, BlocBoss is your partner.

The relief I bring to clients is instant and exponential, so feel free to contact me about your business goals today.