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AgencyBloc Insurance Agency CRM
  • Platform
      • AgencyBloc's Platform
      • AMS+
      • Commissions+
      • Engage+
      • Quote+

      AgencyBloc Platform

      Full Plus Suite of insurance-specific solutions

      Overview
      • Automation & Efficiency
      • Commissions Processing
      • Data Organization & Compliance
      • Marketing & Lead Management
      • Quoting & Enrollment Efficiency

      AMS+, Agency Management System

      All-encompassing, industry-specific sales and servicing agency management system

      Overview
      • Agent Management
      • Compliance Management
      • Insurance Automation
      • Insurance CRM
      • Insurance VoIP & Click-to-call
      • Medicare Rx Data Collection
      • Policy Management
      • Project & Task Management
      • Reporting & Data Analysis
      • Text Messaging

      Commissions+

      Streamlines processing and management, saves your team time, and helps you uncover thousands of dollars in missing money

      Overview
      • Commissions Processing
      • Commissions Reporting
      • Missing Commissions Identifier
      • Processing Efficiencies

      Engage+

      Ready-for-you insurance digital marketing tool for streamlined communication and engagement

      Overview
      • Agent & Agency Websites
      • Digital Content Library
      • Email Marketing & Mass Communication
      • Health Insurance Content Management

      Quote+

      Accelerates small group quoting and enrollment, helping agencies and GAs manage employee benefits

      Overview
      • Gather Employee Census Data
      • Group Benefits Quoting
      • Group Health Insurance Enrollment
      • Medical Health Questionnaire
    • Explore the Plus Suite
  • Who We Serve
    • Overview
    • Insurance Agents/Agencies
    • Insurance Uplines (GA/IMO/FMO)
    • Health Insurance Carriers
  • Events
    • Overview
    • BlocBuilder
    • Inside the Industry Podcast
    • Live & On-Demand Webinars
    • Tradeshows/Conferences
  • Resources
    • Get Started

      • 5-Minute Overview
      • AMS Comparisons
      • What is an AMS?
      • Client Results
    • Popular Free Resources

      • Ready-to-Use Templates
      • Compliance Checklist
      • Scale & Succeed Guide
      • Vendor Vetting Tool
    • Discover

      • Blogs
      • Podcast
      • Industry Insights
      • Webinars
    • Take the Next Step

      • Plus Suite Packages
      • FAQs
    • Explore All Resources
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Home     About Us    

AgencyBloc SENIOR Leadership

Meet Senior Leadership

With AgencyBloc’s boot-strapped roots, entrepreneurial leadership is a key component in our ability to innovate and grow.

Mark Cope, CSO, AgencyBloc

Mark Cope
Chief Sales Officer

Robyne Gaudreau, CFO, AgencyBloc

Robyne Gaudreau
Chief Financial Officer

Rafa Guevara, CCO, AgencyBloc

Rafa Guevara
Chief Customer Officer

Erica Kiefer, CGO, AgencyBloc

Erica Kiefer
Chief Growth Officer

Kelly Kimmich, VP of Client Services, AgencyBloc

Kelly Kimmich
VP, Client Strategy & Operations

Mike Lamb, CEO, AgencyBloc

Mike Lamb
Chief Executive Officer

Patrick Milburn, CTO, AgencyBloc

Patrick Milburn
Chief Technology Officer

Scott Sanchez, CPO, AgencyBloc

Scott Sanchez
Chief Product Officer

Cory Schmidt, CTO, AgencyBloc

Cory Schmidt
Co-Founder

Ready to see the #1 Recommended Growth Platform in action?

See How It Works Schedule Demo

Platform & Solutions

Agency Management System

  • Customer & Policy Management
  • Insurance Sales Software
  • Data Management & Security
  • Insurance Automation Software
  • Insurance CRM Software

Insurance Digital Marketing

  • Website for Insurance Agencies
  • Insurance Content Management System
  • Insurance Email Marketing Software
  • Lead Nurturing Software

Insurance Quoting Software

  • Benefits Plan Elections & Enrollments
  • Compare Insurance Plans
  • Group Health Insurance Enrollment
  • Employee Medical Health Questionnaire Software

Insurance Commissions Software

  • Process Commissions Efficiently
  • Uncover Missed Carrier Commissions
  • Commissions Reporting

Who We Servce

  • Insurance Agents & Agencies
  • Insurance Uplines (GA/IMO/FMO)

Industry Insights

  • Insurance Software Pricing
  • View All Insurance Software & Tools
  • Compare AgencyBloc vs Other Platforms
  • Client Success Testimonials
  • Case Studies

Company

  • Our Story
  • Senior Leadership
  • Careers
  • LLM Information
  • Contact Us

Events

  • BlocBuilder
  • 2026 Tradeshows & Conferences
  • Webinars
  • Inside the Industry Podcast

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