

Connect AgencyBloc to Microsoft Teams and create healthcare automations
Keragon enables you to connect with the most popular software used in healthcare, in a HIPAA-compliant way and with no code required. Make your sensitive patient data interoperable and create healthcare automations to increase revenue & save time.
200+ healthcare companies trust Keragon to build HIPAA-compliant healthcare automations in a secure way
























Connect AgencyBloc and Microsoft Teams to automate crucial parts of your healthcare organization
Common automation use cases
Automated Client Communication and Follow-Ups:
When a new client is added to AgencyBloc, Microsoft Teams automatically sends a notification to the relevant sales or service team. This notification includes client details and suggested next steps, ensuring timely and personalized follow-ups. Enhances client engagement by ensuring no communication opportunities are missed.
Policy Renewal and Billing Alerts:
As policy renewal dates or billing reminders approach within AgencyBloc, automated messages are sent to the appropriate Microsoft Teams channels. This ensures that all team members are aware of upcoming client needs, allowing them to proactively manage renewals and billing processes. Improves client retention and financial management by preventing missed deadlines.
Lead Assignment and Tracking:
When a new lead is captured in AgencyBloc, it is automatically assigned to a team member in Microsoft Teams, with all relevant details shared in the team's channel. This ensures leads are promptly addressed and tracked through the sales pipeline. Streamlines the lead management process, increasing conversion rates and driving business growth.

- Get individuals
- Search lead by phone
- Create lead
- Get lead
- Update lead
- Create individual
- Update individual
- Get individual

- Send message
- Get teams
- Get channels
Real customers. Real value.
From solo practices, large multi-location clinics and all the way up to NASDAQ-listed digital health companies.