ApproveThis manages your AgencyBloc Integration approvals.

Why AgencyBloc + ApproveThis = Fewer Spreadsheets, More Selling

Let’s cut through the corporate jargon: insurance agencies live and die by how fast they can get decisions made. Whether it’s approving a new group policy or greenlighting a commission structure change, every hour spent chasing signatures is an hour not spent growing your book of business.

That’s where pairing AgencyBloc with ApproveThis changes the game. Think of it like giving your agency superpowers - your CRM and commissions data automatically triggers approval workflows, stakeholders can sign off via email (no logins required), and everything’s tracked in one place. No more “I thought you handled that” moments.

The Nuts and Bolts of How This Actually Works

Through Zapier, AgencyBloc becomes the trigger-happy sidekick to ApproveThis’ structured approval engine. New activity in AgencyBloc? That kicks off an approval chain. Final sign-off in ApproveThis? That auto-creates policies or groups back in AgencyBloc. It’s like having a robot employee who never sleeps and actually follows compliance rules.

Here’s why this isn’t just another tech stack addition:

• No license headaches: Approvers only need ApproveThis access - critical when working with external partners or frugal finance teams
• Email approvals: Let’s be real - some decision-makers still live in Outlook. They can approve/deny without logging into yet another system

Real Scenarios Where This Combo Saves Actual Time

For Underwriting Teams: Kill Policy Backlogs

When AgencyBloc detects a new group application, ApproveThis can:

• Route to underwriters based on group size (using approval thresholds)
• Auto-escalate if SLAs are missed
• Push approved policies back to AgencyBloc with all attachments

Example: A mid-sized health insurance agency reduced policy turnaround from 72 hours to 8 hours by auto-routing 500+ employee group plans to senior underwriters while sending smaller accounts to junior staff.

For Sales Ops: Commission Disputes Solved Fast

Agents fighting over who gets credit for a sale? Set up a Zap that:

1. Triggers when AgencyBloc flags duplicate policy ownership
2. Creates ApproveThis request with embedded sales activity timelines
3. Routes to sales managers via email for binding decisions

One P&C agency using this method cut internal disputes from 15/month to 2/month by making the process transparent and auditable.

For Compliance Teams: Audit Trails That Don’t Suck

Every compliance officer’s nightmare: proving who approved what during an audit. The integration automatically:

• Logs full decision history with timestamps
• Attaches AgencyBloc data snapshots to each approval
• Sends completed workflows to your document management system

Bonus: Vacation delegation ensures approvals never get stuck because someone’s at a conference. The system auto-reassigns tasks based on out-of-office calendars.

Setting This Up Without Losing Your Mind

Here’s the good news - you don’t need IT involved. If you can build a basic Zapier automation, you can connect AgencyBloc and ApproveThis in under 30 minutes:

1. In Zapier, choose AgencyBloc as your trigger app (e.g., “New Activity Created”)
2. Select ApproveThis as your action app (“Create Approval Request”)
3. Map AgencyBloc fields to your ApproveThis template (policy details → request form)
4. Test with real data (protip: use a test group in AgencyBloc first)

Pro move: Use ApproveThis’ calculated fields to auto-flag high-risk requests. For example, if AgencyBloc shows a group with 50+ smokers, add a 20% premium bump that requires extra approval.

When Manual Approvals Actually Make Sense (Rarely)

We’ll keep it real - not everything should be automated. If you’re dealing with seven-figure group life policies or HIPAA-related exceptions, keep human oversight. The key is using ApproveThis’ conditional logic to only auto-route the low-risk stuff.

Example workflow for a senior care insurance agency:

• Auto-approve: Policy renewals with <5% premium increase
• Route to manager: New policies with non-standard benefits
• Escalate to legal: Any policy involving experimental treatments

This balance lets experienced staff focus where they’re actually needed.

The Hidden Perks You’ll Actually Use

Beyond the core integration, these features make life easier:

• Approval thresholds: Auto-approve small commission adjustments (<$500) but require VP sign-off for larger changes
• Mobile-first design: Approvers can review full AgencyBloc client history from their phone
• Custom dashboards: See approval bottlenecks by team, client type, or AgencyBloc user

One agency CFO told us they stopped 3 AM invoice review sessions because ApproveThis mobile lets them approve vendor payments from their lock screen.

Ready to Stop Being a Approval Traffic Cop?

Look - if you’re still manually routing AgencyBloc requests through email chains or worse, physical forms, you’re leaving money on the table. Every day without automation is another day of:

• Agents nagging you for status updates
• Compliance gaps from verbal approvals
• Leadership complaining about “slow processes”

The fix takes literal minutes. Sign up for ApproveThis, connect to AgencyBloc via Zapier, and start automating your most annoying approval workflows today. Or if you’re the cautious type, book a 15-minute demo - we’ll show exactly how other insurance shops are using this to save 11+ hours/week.

Pro tip: Ask about our pre-built AgencyBloc approval templates during your demo. Because rebuilding workflows from scratch is so 2019.