BlocBoss Virtual Services

Consulting & Training

We will consult and train your agency individuals and teams to maximize your AgencyBloc ROI

AMS+ Management

Database Setup and Configuration
Payess & Rate Tables Setup
Policies/Individuals/Groups Setup
Carriers & Coverages Setup
Agency/Agent Setup and Configuration
Mass Record Updates
Data Imports and Cleaning
Daily Maintenance

Engage+ Content Marketing

Engage+ Content Marketing

Social Media Management
Email Marketing
SMS Marketing
Blogging
Automated Workflow

Client Retention

Engage+ Content Marketing

Direct Mail Campaigns
Email and SMS Text Message Campaigns
Lead Generation & Distribiution
Pipeline Management
Sales Forecasting

Commission Tracking & Reporting

Commission Tracking & Reporting

Commissions Tracking and Reporting
Book-of-Business Uploads & Reconciliation
Commissions+ Admin Coming Soon

Custom Administrative Services

Commission Tracking & Reporting

Ask about our custom solutions

(this is where the magic happens)