Automated Appointment Scheduling and Reminders:

When a new client or policy event is added in AgencyBloc, an appointment is automatically created in Google Calendar. Reminders are set to notify both the client and the agent of upcoming meetings, ensuring no appointments are missed. This automation enhances client engagement and ensures timely follow-ups.

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Policy Renewal Tracking and Alerts:

As policy renewal dates approach in AgencyBloc, Google Calendar automatically creates events with alerts for agents to initiate the renewal process. This ensures that agents are proactive in managing client policies, improving retention rates and client satisfaction by preventing lapses in coverage.

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Team Availability and Resource Coordination:

When team members update their availability in AgencyBloc, Google Calendar reflects these changes to manage scheduling more effectively. This automation supports efficient resource allocation and prevents scheduling conflicts, optimizing team operations and improving service delivery to clients.