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About: What is AgencyBloc?

agencybloc crm for insurance agencies

Agency Management System Designed for Insurance Agencies

AgencyBloc was built for your health insurance agency. Try it today for free and find out how easy and powerful it can be to manage your agency's information—all in one place.

AgencyBloc was created to fill a gap between web-based customer relationship management (CRM) offerings, and expensive, client-based agency management systems. Many agencies attempt to use generic web-based CRM systems such as Salesforce.com, only to realize that it does not fit the model of health insurance and can be very difficult and expensive to customize. Very few "out of the box" solutions contain a comprehensive and flexible commission system, with the ability to pay sub-agencies if the need arises.

Our solution was to build an easy to use, but comprehensive web-based platform specifically for health insurance agencies. We also understand that many health agencies have other types of policies they want to track, so we made sure AgencyBloc accommodated this. Significant focus was placed on the Commission module of the solution, as it is one of the most important aspects of a successful agency—the ability to pay commission efficiently and accurately.

"The software is unlike anything we've ever seen. AgencyBloc is a great service and a great company to do business with!"

- Tasha, PDCM Insurance

No software to install

AgencyBloc is web-based agency management system, so all you need is an internet connection and a modern web browser. There's nothing to install.

No commitment or contracts

Try AgencyBloc today and cancel at any time.

Security

secure agency management systemAgencyBloc accounts are password protected and use SSL encryption. Data is encrypted with the same technology used in top e-commerce and online banking sites. Read more on security.

Data Migration

Need help transitioning your information from another system? We have plenty of experience migrating data from multiple platforms. Contact us to learn more.

Further questions?

Please contact us and we'd be happy to answer your questions.