SMA TL
Follow Us
ITA MEMBERSHIP

DISTRIBUTION

DISTRIBUTION

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.


Featured articles

Guidewire Feb 2018 MR

MT 4 10 2018 Large RHS

ELECTRONIC CHAT

The Email Chat is a regular feature of the ITA Pro magazine and website. We send a series of questions to an insurance IT leader in search of thought-provoking responses on important issues facing the insurance industry.

WEB EVENTS

ITA is pleased to present the 2014 Webinar Series. We have many topics for you to choose from and attendance is open to all ITA members. The webinar topics are current and exciting — ranging from predictive analytics to telematics and will focus on the direction insurance carriers need to follow for the future. All webinars are presented by insurance IT professionals along with some of the leading analysts and consultants in the field. There is no cost to attend an ITA webinar. For more information and to register for the webinar, click the “title” of the webinar below.

BLOGS AND COLUMNS

only online

Only Online Archive

ITA Pro Buyers' Guide

Vendor Views

Partner News