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