AgencyBloc Reports

Create Reports & Commissions

All of your insurance agency's information in one place. Finally get at the metrics you need to manage your agency.

One substantial benefit of tracking all your information in a single system lies within our easy to use reporting area. Quickly download reports related to commissions (totals, exceptions, statements), as well as other reports needed by users (groups with upcoming effective dates, book of business).

If you want to see all clients or prospects within 20 miles of a location you are visiting, no problem. Just enter the zip code and the search radius and print off the list so you can maximize your travels.

Reports are always available in Excel/CSV format so you can further analyze and use your report data in other systems/applications. All reports in the system are supported by generous filtering/searching so you can get at the information you want in just a few selections.