Organize, Automate, & Grow

AgencyBloc helps life and health insurance agencies grow their business by organizing and automating their operations using a combination of an industry-specific CRM, commissions processing, and integrated marketing automation.

Solo     GAs     MGAs     IMOs     FMOs

Start a FREE Trial Schedule a Live Demo

Do you currently use another CRM?

Reasons agencies switch to AgencyBloc:

Industry Specific

We know your industry! Track annuities, AD&D, dental, drug, health, life, LTC, LTD, medicare, STD, vision, worksite benefits, and more!

Commissions Processing

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


Insurance CRM dashboards that are specific to your business. At a glance you can quickly get a pulse on your entire agency.

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!

Watch Overview Video Schedule a Live Demo

AgencyBloc Agency Management System Dashboard

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

Our insurance agency was looking for a management system that gives all of the bells and whistles for a fraction of the cost. We came across AgencyBloc because of their great reviews and decided to give it a try. We have been very impressed with their system. It gets the job done and is extremely user-friendly. We would highly recommend this to anyone considering an Agency Management System.

testimonials Shelly
Shelly Alvarez Insurance & Financial Services PLLC

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