The #1 Agency Recommended Management Platform

Sales Enablement

AgencyBloc’s life and health insurance-specific sales enablement tools take the guesswork out of your processes by allowing you to predict, track, and manage your sales opportunities to close more deals. Features include:

• Customizable lead forms
• In-depth reporting & analysis
• Sales & policy renewal automation

Learn more about Sales Enablement

Quoting & Proposals

Quote+, an AgencyBloc solution, is a streamlined, all-in-one quoting and proposal tool small group brokers can use to reduce time spent renewing and servicing their clients. Features include:

• Medically underwritten, community rated, and ancillary product quoting
• Employer and employee data tracking
• Medical health questionnaire tools
• Customizable employer-ready benefit proposals

Learn more about Quoting & Proposals

Customers & Policies

With an industry-specific agency management system, AgencyBloc makes managing your health and life insurance business simpler. Features include:

• Industry-specific CRM for managing clients, policies, agents, carriers, and more
• Activity tracking and task assignment
• Client-focused workflow automation
• Internal & external communication tools

Learn more about Customer & Policy Management

Commissions

AgencyBloc's Commission Module ties agents, policies, and commissions together for a complete view of your data so you can reduce time spent processing and quickly identify missed commissions from carriers. Features include:

• Streamlined commissions processing with customizable payout structures
• Missed or inaccurate commission payment identification
• Agent statement generator
• In-depth reporting and data analysis

Learn more about Commissions Management