Enterprise Insurance Agency Management System

enterprise Solutions

No Generic System Here. This is the Choice Platform for Enterprise Insurance Organizations.

AgencyBloc's platform supports the full lifecycle of your enterprise organization's growth. We prioritize staying current with health, benefits, and senior-specific needs—we know the industry because we built our platform specifically for it.

As you grow, our platform and automation capabilities expand with you without the need for additional coding or configuration. Our end-to-end solutions are industry-specific and help your team better manage the sell, service, and renew cycle, automate at every turn, and protect your bottom line.

Sales Automation & Communication Tools

Enterprise sales solutions for your unique needs. Streamline your sales team’s initiatives and increase their effectiveness with integrated industry-specific sales tools, like:

Sales-specific workflow automation
Texting and email templates
Electronic appointment scheduling
Lead routing
Call center capabilities—integrated VoIP
Video conferencing
Automated compliance management

Integrated VoIP

Simplify and streamline your agency's phone system using integrated VoIP. Make outbound calls, route inbound calls, create call queues, utilize automated recordings, and forward calls to cell phones. Features include:

Built-in VoIP with click-to-call
Call routing & forwarding
Call queues & power dialer
Custom playable recordings—great for CMS and other compliance!
Call recording and storage—attached to relevant records for easy reference
Continued enhancements as industry and compliance regulations change

Screen showing Individual details in AgencyBloc

Robust Insurance CRM

Gain a comprehensive, 360-degree view of clients, policies, agents, and interactions. Managing the sales, service, and renewal cycle at scale just got a lot easier with tools like:

Industry-specific insurance CRM
User permissions, access, and security groups
Client servicing and policy management workflows
Custom reporting and universal record search
Dashboards with KPIs that matter most to your enterprise

Commissions

Drastically reduce time spent processing commissions through complex payout structures, and protect your bottom line from missed or inaccurate carrier commission payments. Features include:

Customizable payout structures, including bonuses and overrides
Support unlimited levels of hierarchy payouts
Missed or inaccurate commission payment identification
Automated agent commission statement generator
In-depth reporting and financial data analysis

Screen showing standard Commission report options in AgencyBloc

Why AgencyBloc?

Single Vendor Solutions & Consistent Data

Seamlessly integrate AgencyBloc solutions with other tools and systems your enterprise relies on, ensuring data consistency and accuracy with synchronized information across platforms.

Powerful Solutions to Support Various Departments

Our industry-specific platform is equipped with end-to-end solutions to support the sales, servicing, commissions, and reporting initiatives of your company's various departments with unmatched visibility into your operations.

Secure, Reliable, & Easily Accessible

With AgencyBloc, your team can securely access our cloud-based solutions anywhere. Rest assured your data is secure—we are HIPAA compliant and audited regularly for HITRUST / SOC 2 Type II (industry-leading security standards).

#1 Recommended Industry-Wide

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"AgencyBloc has streamlined our business. It has operationally helped us in more ways than one. We’ve been able to take our business to the next level and grow because of our partnership with AgencyBloc."

Cristin H.
The Brokerage, Inc.

"We have been using AgencyBloc for our commissions processing here at our FMO for several years, and we really wanted our full team to be able to take advantage of having a completely integrated, web-based system where we could view all agent data in one place."

Laura G.
National Contracting Center

Scalable, Industry-Specific Solutions Built for Your Complex Needs