BlocBuilder 2024 Opening Session Keynote
In this election year, Jessica Brooks-Woods provides insights into the latest Washington developments and beyond. Jessica passionately advocates for equal access to healthcare, underscoring its essential nature. Jessica's engaging perspective transcends politics, fostering an understanding of the current healthcare climate. Attendees will leave with a well-rounded view, inspired by her impactful address on the critical state of healthcare today. Take advantage of this opportunity to gain insights and be informed by Jessica's thought-provoking presentation.
Jessica Brooks-Woods
A Short History of Drug Cost in the USA
Why are medications so darn expensive? And why do the same medications cost 80% less in countries like Canada, England, Germany, and Australia? Join Bill Hepscher, founder of The Canadian Medstore, as he walks through the history of drug pricing in the USA, discusses strategies to lower your clients' overall drug spending, and covers how you can access safe and affordable international pharmacies.
Bill Hepscher
A View From Your Peers: Medicare Panel
The Medicare space is an ever-change one. Medicare agents have a lot to contend with, from regulation changes to expanded offerings to changes in commission. Attend this panel to learn how your organization can navigate the changes, make plans for the future, and still run a productive (and profitable!) company.
Cory Schmidt (Panel Host)
AMS+ User Best Practices
Are you interested in learning about best practices for AgencyBloc's AMS+ solution? Join our experts for a session that explores best practices for using key features. We'll share FAQs gathered by our Support Teams and best practices. Bring your questions and share your wins with AMS+!
Danielle Bond
Sarah Brammer
Commissions+ User Best Practices
Are you looking to streamline your commissions processing efforts? Join our experts for a session that explores best practices for using key features. We'll share FAQs gathered by our Support Teams and best practices. Bring your questions and share your wins with Commissions+!
Tasha Fitzgerald
Entrepreneurial State of Mind: How is your team thinking about their role in your business?
Attend BlocBuilder's opening day two panel to learn more about the entrepreneurial mindset. EOS Implementor Mari Tautimes will lead this panel and host Christian Brindle, Naama O. Pozniak, and AgencyBloc's leadership team members. Throughout the panel, Mari and the panelists will share their top tips for developing the entrepreneurial mindset in your team, how to encourage entrepreneurial leadership at all levels of your organization, and what tools to consider for success. Get ready to leave this session feeling empowered to bring innovative energy to your organization!
Mari Tautimes (Panel Host)
Evaluating & Harnessing AI
Artificial Intelligence (AI), predictive and learning models, ChatGPT, and its cousins are proliferating in insurtech. Join this panel of experts as they discuss what they've seen that is having a positive impact, what's trending positive or has high potential, and what's still in development. We'll also discuss what AgencyBloc has been exploring and what we see as our near-term initiatives.
Robert Burns
Tim Robinson
Cory Schmidt
How to Be a 5-Star M&A Planner Part 1
Calling all leaders: become a true student of mergers and acquisition planning (M&A) by attending this two-part workshop. Join industry expert Brett Rosen to explore the world of M&A, understand the value of your agency, and create a plan for your agency’s exit strategy. In Part 1, Brett will cover understanding M&A excellence, setting your goals, and gauging your agency’s exit readiness.
Brett Rosen
How to Be a 5-Star M&A Planner Part 2
Continue your journey to becoming a student of mergers and acquisition planning (M&A). Industry expert Brett Rosen is hosting this two-part workshop to help leaders define their agency’s value and map out their business’ exit plan. In Part 2, Brett will dive into pricing models, share case studies of recently purchased agencies, and discuss strategies for increasing your agency’s value. Leave this second session knowing the value of your business and the steps your agency needs to take.
Brett Rosen
How to Take the Pain Out of Small Group Quoting with Quote+
Quote+ is a key part of the AgencyBloc Plus Suite of solutions, specifically focused on the specialized needs of small group benefits quoting and enrollment. During this session, Kayleen Popp will discuss key value propositions and specific best practices that are paying dividends for our current customers.
Kayleen Popp
Leveraging AMS+ to Achieve Growth & Efficiency
AgencyBloc's AMS+ solutions enable your team to thrive and grow faster by maximizing your existing resources. Join Sarah Brammer to learn more about AgencyBloc's latest solution and how your team can harness its power.
Sarah Brammer
Leveraging AMS+ to Protect Your Book of Business
AMS+ offers a wide variety of tools and features that can be leveraged to boost the power of your sales team. But it can equally provide a critical means of increasing your retention and cross-sells. Join this session to explore current customer outreach tools and features and suggested best practices for employing them.
Tasha Fitzgerald
Medicare Quoting & Enrollment Trends
The Medicare industry has weathered many changes over the years. Join ConnectureDRX's experts Andrew Tutaj, VP of Strategic Development, and Valerie Gerot, VP of Account Management, to look at the current Medicare market trends. Learn how FMOs and agencies effectively use enrollment technology to grow their business and retain beneficiaries. Specifically, this session will focus on the various trends in Medicare Advantage and Medicare Supplement quoting/enrollment, AEP results with year-over-year trends, and case study examples from key Medicare audiences.
Valerie Gerot
Andrew Tutaj
Near-Term Product Roadmaps
One of the most anticipated sessions at BlocBuilder, the ending roadmap session is a can't-miss event. Join us as our presenters sketch the broader vision and priorities of AgencyBloc. This session will discuss what you can expect in terms of releases for AMS+, Commissions+, and Quote+ in 2024. Bring your questions!
Sarah Brammer
Robert Burns
Kayleen Popp
Cory Schmidt
Supplemental & Ancillary Benefits: Trends and how you can capitalize on them with AgencyBloc
Join industry and product experts to hear how supplemental and ancillary products are evolving in the group benefits space. This session will cover how and why you can leverage them to boost your business.
Kayleen Popp
The Power of Proximity: Local SEO Strategies for Insurance Organizations
We know where your clients find you: Google, Bing, etc. How can we make it easier? Well, not to spoil the presentation, but: Search Engine Optimization (SEO). Join Derek Larabee, Associate Director of SEO for Spinutech, as he outlines how local SEO provides the tools you need to strategically grow your online presence and expand your customer base.
Derek Larabee
Using AMS+ to Accelerate Your Marketing Effectiveness
Among the significantly expanded features in AMS+ are Automated Workflows and other communication-focused features. In this session, hear how your organization can leverage these capabilities to create more effective lead outreach with less effort, more insight, and better results.
Danielle Bond
Sarah Brammer
VoIP for Marketing, Sales, & Compliance
VoIP has become more of a necessity than a 'nice to have' in the health and benefits distribution space. But VoIP integrated into your agency management system turns that necessity into a powerful tool for time savings and effectiveness. Join our team for insights about VoIP and how it can help create efficiencies, streamline prospecting efforts, and foster growth for your sales team.
Danielle Bond
Sarah Brammer
Where Are the Industy Winds Blowing & How to Navigate Them
As always, there are a variety of established trends, possible changes, and emerging issues with the potential to impact agencies from regulatory and technical to demographic and economic. This panel will explore the most likely and most impactful and discuss what you should consider in preparing your business.
Cory Schmidt
YouTube & Video Marketing 101
Video marketing is a buzz word in the industry, but what does it mean? How do you get started? What do you say? Join Christian Brindle, an insurance video marketing expert, to go in-depth into all things video marketing. Learn how to leverage organic and paid video advertising, define your agency’s online business identity, and build the blueprint for getting started. Take the fear out of video and leave with a plan your agency can implement immediately.
Christian Brindle
Questions?
We’re here to help! For questions or comments about BlocBuilder, contact us at blocbuilder@agencybloc.com.