All AgencyBloc accounts are password protected. In addition, we use SSL (Secure Socket Layer) encryption for your security. What this really means is that we encrypt the data sent between your computer and AgencyBloc. It's the same technology used in top online banking and e-commerce sites to keep your sensitive information safe.

Backup & Reliability

All data and attachments stored in AgencyBloc are written to multiple locations instantly, backed up multiple times throughout the day, and stored in multiple physical locations (even our backup location has a backup). AgencyBloc is hosted in world-class data centers, utilizing industry-proven architecture for security, reliability, and redundancy.

Physical Security

Only those representatives who have a legitimate business need to have such information know the actual location of our data centers; each data center itself is secured with a variety of physical barriers to prevent unauthorized access.

Data Privacy & Ownership

The confidentiality and integrity of your data is of the utmost importance to AgencyBloc. In addition to a variety of controls securing your data, we also have an extensive QA process to prevent any type of data loss or integrity issue. We also do not hold your data hostage - you own it and can pull various forms of Excel/CSV exports at any time.

Certifications & Accreditations

AgencyBloc has successfully completed its System and Organization Controls 2 (SOC 2) audit and received its SOC 2 Type II report with a clean opinion, demonstrating AgencyBloc’s priority of keeping its clients’ data confidential and secure.

System and Organization Control (SOC 2) is a long-term audit, conducted by independent auditors, that studies a company’s data processing systems to determine whether adequate security measures and controls are in place. The SOC 2 Type II report verifies that internal controls and processes meet or exceed the security requirements. For insurance agencies who work with confidential data, independent audits of software partners are an important step to review for vendor management.


We monitor the AgencyBloc service in real-time, 24x7x365. Our monitoring not only includes any type of network/hosting issues, but also any type of application anomaly that may be causing an issue for our customers. This solution enables us to pro-actively mitigate any potential issue, large or small, without a customer even notifying us.