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AgencyBloc Integrates With NextGen Leads

Staff Writer | November 06, 2015

AgencyBloc, an agency management system for life and health insurance agencies, is now integrated with NextGen Leads, an insurance leads provider. The two companies prioritize user experience and are excited to bring this software integration to the insurance industry.

“Gathering and working leads is a critical aspect of our clients' business. We're excited to offer an easy, streamlined way to transmit NextGen leads directly into AgencyBloc. Working with NextGen Leads was very easy, and we really appreciate their partnership in making this a reality,” says Cory Schmidt, chief technology officer at AgencyBloc.

Together, AgencyBloc and NextGen Leads aim to simplify leads acquisition and tracking for insurance agencies. With this integration, agencies will benefit from: 

  • The elimination of re-keying information; leads from NextGen Leads are posted directly into your AgencyBloc account
  • A single view of all leads within your AgencyBloc account, regardless of source
  • The ability to immediately create follow-up activities for new leads and/or create email campaigns for new leads within AgencyBloc
  • The ability to track the prospecting process from start to finish
  • In most cases, NextGen Leads can begin posting to your AgencyBloc account within an hour of sign-up

"We see time and again that agents who stay organized and work their leads using a CRM system see a lot more success, and so we are very pleased that AgencyBloc has made it so easy for their customers to work with our leads," says Chris Kelly, CEO of NextGen Leads.

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