#1 Agency Recommended Management System

AgencyBloc is an agency management system that helps life and health insurance agencies grow their business with an industry-specific CRM, commissions processing, and integrated business and marketing automation.

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Manage Your Insurance Agency

Whether you are a GA, MGA, IMO, FMO or solo life and health insurance agency, AgencyBloc provides powerful tools to easily manage, access and report on client, prospect, agent and commission data. Available 24/7 with a cloud-based, industry-specific CRM. Learn more

Industry Specific CRM

Looking for a better way to manage your agency? AgencyBloc's insurance CRM has everything you need to keep track of your clients, prospects and agents and use the information to make smart business decisions.

Process Commissions

Simply import carrier statements, and AgencyBloc takes care of the splits for you. AgencyBloc helps you project commissions and uncover any commissions not received, so you get paid on everything you deserve.

Business Automation

Tired of spending time on tasks like follow-up emails or tracking down agents? With AgencyBloc, create custom automation to meet your agency’s specific needs.

Enhance Client and Prospect Relationships

Build and nurture client and prospect relationships with ease through the use of automated workflow campaigns and email marketing. Quickly pull up a client record and have access to everything you need: notes, beneficiaries, policies, applications, and more. Learn more

Lead Forms

Capture leads on your website and funnel them directly into AgencyBloc. AgencyBloc’s lead form builder is simple and intuitive, so you can start capturing leads immediately.

Marketing Automation

Maintain meaningful communication with your clients and prospects. Set up campaigns to automatically run based on events you determine.

Saved Searches

Quickly find and keep what’s important to you. Search on endless criteria to find exactly what you’re looking for, and keep it on hand to return to again.

Insurance Client and Prospect Relationships

Grow Your Business

Get a live pulse on your business with dashboards and find missed opportunities with reports. Grow your business with automation and marketing. Learn more

Dashboards & Reporting

Make smart business decisions based on real-time data analyzation. View all aspects of your agency through visually appealing graphs, charts, and custom reporting.

Automate Marketing & Business Functions

Take control of your day-to-day. Spend less time on emails and tasks and more time growing your business.

Prospecting & Lead Tracking

Track your leads from first contact to policy written or agent hired, and quickly recognize your best lead sources.

Resources for Life and Health Insurance Agencies

[Free Resource] Open Enrollment Email Templates for Insurance Agencies

[White Paper] De-Stressing Open Enrollment: A smarter approach that makes OEP/AEP simpler and more efficient

[Webinar] 7 Reasons You Shouldn't Use Excel to Manage Your Book of Business

See more resources

What AgencyBloc clients are saying ...

AgencyBloc has been a fantastic addition to this agency. We are efficient, organized, professional. The activity feature keeps us on top of our schedule and allows us to retain a concise record of contact with our clients.

LisaLisa Reynolds Insurance Agency, LLC
Automated Workflow has helped our team stay organized and operate in the most efficient manner possible. It has really helped us build out our client service model and stay organized as we continue to utilize their great products going forward.

NedHavern Benefits Strategies
AgencyBloc has helped us build our business. It's the perfect tool for benefits professionals. I think whether you're a general agent, one-man agency or a 25-person agency, AgencyBloc is perfect.

DominicBenefit Profiles Inc.