Subject: Help Needed: AgencyBloc Workflow Automation (Independent Consultant, US-Based)
Hourly: $47.00 - $80.00
I'm an independent Medicare and life insurance broker based in Ohio, and I'm looking for a U.S.-based consultant who can help set up and optimize automated workflows within AgencyBloc (AMS+). I’m specifically looking to streamline my client onboarding, follow-ups, and retention processes. This is a project-based opportunity to start, with potential for ongoing work as needed. Familiarity with AgencyBloc's workflow builder and experience with small agency CRM customization is a must. If you or someone you know fits the bill, please reach out with your availability, experience, and rates. I’d love to get something rolling ASAP.
Keyword: Software Development
Price: $47.0
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