Agency Management System/CRM for Health & Life Insurance

Agency Management System + Commissions Processing + Quoting & Proposals + So Much More...

By The Numbers

The AgencyBloc Advantage

Insurance organizations of all sizes are seeing real results with our agency management solutions and services.

40%Book of business growth
75%Less time processing commissions
50%Less time generating reports
100 HrsSaved in client communications per renewal period

Agency Solutions

An Unparalleled Agency Management Platform

With a range of insurance-specific agency management and CRM tools plus excellent support, we've got you covered.

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:

Learn more about Sales Enablement

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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:

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:

Learn more about Customer & Policy Management

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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:

Learn more about Commissions Management

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Celebrating 15 Years of AgencyBloc

In 2008, AgencyBloc was founded, and the very first life and health insurance agencies were testing out our industry-specific CRM (Customer Relationship Management) and powerful commissions processing system.

2023 marks our 15-year anniversary. Today, AgencyBloc is the #1 Agency Recommended Management Platform in the life and health insurance space with 6,500+ customers across multiple solutions within the platform.

Our Story

Types of Agencies We Serve

Built To Serve Your Insurance Agency's Specific Needs

AgencyBloc is the most recommended agency management platform for agencies, brokers, MGAs, IMO/FMOs, and more, equipping you with the tools you need to effectively run your business.

Explore Agency Types That Use AgencyBloc

About AgencyBloc

Headquartered in Iowa, AgencyBloc began as a bootstrap startup in the Midwest's "Silicon Prairie" and was founded in 2008 by internet and technology experts of 20+ years, Adam Lewis, Cory Schmidt, and Marc Reifenrath. After several years of hands-on research and development of custom solutions for health and life GAs, they built and went to market with AgencyBloc, a SaaS (software-as-a-service) platform.

AgencyBloc has since become the #1 Agency Recommended Management Platform for life and health insurance agencies.

Learn More About Us