Agency Management System

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

  • Organize Your Agency
  • Improve Lead Management
  • Manage Your Book-Of-Business
  • Uncover Missed Commissions
  • Automate Email Campaigns

Plans start at $59.00/mo.

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BlocTalk Educational Program

BlocTalk is a resource of valuable content to give you and your agency a competitive edge. Hear from industry experts and keep up-to-date on the technology you need to stay competitive in today’s tech-driven insurance industry.

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Do you currently use another CRM?

Reasons agencies switch to AgencyBloc:

Industry Specific

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

Insurance agency software that's super easy to use so you don't need hours upon hours of training.

Email Campaigns

Industry specific filters allow you to send targeted emails to the right people at the right time.

Customer Service

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

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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, accessible 24 hours a day with backup. It's always been on for us. We've never skipped a beat.

KHI Solutions

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.

BOST Workplace Benefits

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

MGM Benefits Group

AgencyBloc's commission tables and import mapping will save us hours of time each month in calculating commissions. The search feature will help us to answer agent questions quickly. We are very satisfied with AgencyBloc and would highly recommend it to anyone looking for a commission tracking software program!

testimonials Trish
BOST Workplace Benefits