Agency Management System

AgencyBloc is a CRM built specifically for health and life insurance agencies (Solo, GA's, MGA's, IMO's, FMO's)

  • Stay Organized
  • Uncover Missed Commissions
  • Manage Agents
  • Manage Documents

Plans start at $59.00/mo.

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Agency Owners

Provide your staff with an easy-to-use collaboration tool.  Generate reports that will help you better understand your book-of-business and help you run your insurance agency.

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Commissions Staff

Dramatically reduce the time it takes to process commissions. Import Excel carrier statements just as you get them.  You can also provide your agents with online access to their statements.

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Support Staff

Keep track of important interactions with your customers and agents.  Easily manage follow-ups by assigning activities to a team or person within your organization.  Store your files in the cloud.

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Agents

Access the book-of-business that the agency is managing on your behalf.  Use the Dashboard to manage your leads and customer interactions.  Download commission statements at anytime.

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Do you currently use another CRM?

Reasons agencies switch to AgencyBloc:

Specialized

We know your industry! Very little customization is needed after setting up an account with us.

Commissions Processing

Our commissions processing system allows agencies to quickly pay commissions by importing carrier provided data files.

Easy to Use

AgencyBloc is super easy to use so you don't need hours upon hours of training.

Customer Service

We have the same phone number for sales and customer support, we like talking to our clients!

Switch to AgencyBloc and start being awesome today!

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Computer with AgencyBloc Agency Management System

Hear it from our customers.

Awesome customer service + software that works = Happy customers!

I recommend AgencyBloc to anybody who's running an agency and trying to keep track of agents, policyholders, and carriers. With AgencyBloc, you've got it all in one single place on the web, accesible 24 hours a day with backup. It's always been on for us. We've never skipped a beat.

testimonials Lynn
KHI Solutions Watch Video

AgencyBloc is a great tool and the support is outstanding. They walk you through every step of the way and make sure you understand all aspects of it. If we have a question, need a change made, etc., they take care of it within minutes.

testimonials Stephanie
Constant Coverage

Of all the systems that we looked into and investigated, AgencyBloc was by far the most functional and had the most advantages at the most economical pricing model.

testimonials Brian
BOST Workplace Benefits Watch Video

AgencyBloc has saved me 80 hours in manual calculations for commissions and I would absolutely recommend them for all your commission needs.

testimonials Loanna
MGM Benefits Group Watch Video