#1 Agency Recommended Management Platform

AgencyBloc is an agency management system that supports life and health insurance agencies with a suite of industry-specific solutions and services, including Sales Enablement, Quoting, Client and Policy Management, Commissions Processing, and more.
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Real People. Real Experiences. Welcome to The Bloc.

  • The best part about AgencyBloc is that I can have all of my clients wherever I am. It's an absolutely incredible service for prospecting, for generating clients, but also for great customer retention. I recommend it for everyone.

    Zack T.
    Zack T. Swisher Insurance
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  • 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.
    Laura G. National Contracting Center
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  • We started with AgencyBloc about 4 years ago. At that time, we did an extensive review of the available systems, but it was a clear decision to go with AgencyBloc due to the breadth of services within the platform. It's a solid organization, and it's been an incredibly useful addition to our agency.

    Ken M.
    Ken M. Individual Health Solutions
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See 200+ More Testimonials

Agencies Are Seeing Real Results

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    Grow your book of business by 40%

  • Money icon

    Spend 75% less time processing commissions

  • Reports icon

    Spend 50% less time generating reports

  • Communication icon

    Save 100 hours every renewal period in sending notices to clients

Providing Agencies With Superior Solutions & Experiences

Our clients will tell you it's the experience that sets us apart—from our product solutions, to our educational opportunities, to our technical and business support. We are the #1 Agency Recommended management system for life & health insurance agencies.

AgencyBloc Agency Management System Tour

Insurance-Specific Management Software to Help You Easily Manage Your Book of Business

AgencyBloc provides powerful tools and support to help you manage client, prospect, agent, and commission data—all in one place. Manage your book of business from anywhere—resting assured that it's secure—with a cloud-based, SOC 2 Type II compliant system.

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Insurance-Specific Software

  • Insurance CRM

    AgencyBloc is a life and health insurance industry-specific CRM software for agencies and agents to help streamline the management of your business.

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  • Automated Workflow

    AgencyBloc's Automated Workflow helps you create efficiencies and consistent processes throughout your agency so you can work smarter, not harder. 

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  • Commission Module

    AgencyBloc's Commission Module ties agents, policies, and commissions together for a complete view of a policy's commission structure, each agent's payout, and more.

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  • Quoting & Proposals

    Quote+, an AgencyBloc solution, helps small group brokers easily quote, compare, and propose community rated and medically underwritten health plans in one place.

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  • Sales Pipeline

    Track your sales initiatives in AgencyBloc's Sales Pipeline. Build a Pipeline for every product type, track progress and success, and improve your sales processes.

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  • Reporting & Data Analysis

    AgencyBloc's robust health and life insurance reporting and data analysis tools help you monitor success, understand trends, and make informed decisions for the future.

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  • Data Management

    Your insurance agency houses a lot of important, sensitive data, so it's crucial to have a database management system that secures that information.

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  • Agent Management

    Streamline multi-agent communications with AgencyBloc's Activities Dashboard and Automated Workflow to assign tasks and ensure nothing is missed.

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  • Cloud Storage & Security

    Keeping data secure is crucial for your agency. AgencyBloc takes data security seriously, and we're continually taking measures to keep our clients' data safe and secure.

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An Agency Management System Built to Serve You

Learn how AgencyBloc can support your life and health insurance agency.

  • Employees working in an office

    Group Benefits

    As an employee and group benefits agency, it can be hard to keep all of your records organized. Our AMS can help your agency stay optimized. 

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  • Woman and man kayaking

    Health Insurance

    Our agency management system is designed specifically for health insurance agencies. Learn how it can help your agency stay organized.

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  • Family holding hands

    Life Insurance

    Life insurance agencies need a platform to make agency management easier, not more complicated. Here's how we can help.

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  • Man showing older couple information on iPad

    Senior Market Insurance

    Learn how AgencyBloc can help your senior market insurance agency grow and retain your book of business with our easy-to-use AMS.

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