Insurance CRM software
 built specifically for health & life insurance agencies
AgencyBloc is a web-based agency management system that provides the necessary tools to organize your health or life insurance agency.
• Track Policies
• Manage Agents
• Track Carriers		 • Manage Commissions
• Generate Reports
• Document Management
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Track Policies
Track
Policies

Save time servicing clients by quickly accessing the most relevant information

Manage Commissions
Manage
Commissions

Avoid costly mistakes by calculating commissions accurately

Manage Agents
Manage
Agents

Minimize liability exposure by easily tracking agent E&O, licenses & contracts

Document Management
Document
Management

Go paperless by uploading documents and electronic scans

Generate Reports
Generate
Reports

Analyze and evaluate your business with reporting tools

Built For You
CRM for Insurance Agents

AgencyBloc was designed to help your organization increase efficiency, enhance customer satisfaction, control costs, and stay competitive.

Learn how
insurance
management
software can
help your
agency

Free Whitepaper
FREE White Paper

5 tips to consider for selecting a new Agency Management System. Buying an Agency Management System is a BIG DECISION. Get some help.

Read on our blog

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What Clients Have to Say

“The software is unlike anything we've ever seen. AgencyBloc is great!”

- Tasha, PDCM Insurance