About AgencyBloc

AgencyBloc helps life and health insurance agencies grow their business by organizing and automating their operations using a combination of an industry-specific CRM, commissions processing and integrated marketing automation.

Our Principles

We Make the Convoluted, Straightforward

We believe that ease of use is the foundation of a great tool and that product features should be obvious to our users. As a result of this belief, we use clear language and visual cues to help our clients process efficiently and without friction.

We Specialize in Verticals

We believe that specializing in the health and life insurance vertical allows our clients to focus on nurturing their client relationships and gaining new business rather than spending time configuring a cookie-cutter CRM.

We Transform Organizations

We believe that understanding the needs of our clients and their industry is fundamental to helping them transform their business from using paper and spreadsheets to an agency management solution. Therefore, we take time to understand our users, their processes and their industry to design a product that is easily adopted and transformative.

We Put the Power of Customization Into the Hands of Our Users

We believe that there is no "one way" of doing business and that our clients have unique needs which are crucial to the success of their business. For that reason, our product should be designed so that it flexes with the needs of our users; putting customization in the hands of our users rather than building one-off solutions for each client.

Our Story

AgencyBloc was created to fill a gap between web-based customer relationship management (CRM) offerings and expensive client-based agency management systems. Many agencies attempt to use generic web-based CRM systems such as Salesforce.com only to realize that it does not fit the model of health and life insurance, and it can be very difficult and expensive to customize. Very few "out of the box" solutions contain a comprehensive and flexible commission system with the ability to pay sub-agencies if the need arises.

Our solution was to build an easy to use, yet comprehensive web-based platform specifically for health and life insurance agencies. We also understand that many health/life agencies have other types of policies they want to track, so we made sure AgencyBloc accommodated this. Significant focus was placed on the commission module of the solution, as the ability to pay commission efficiently and accurately is one of the most important aspects of a successful agency.

Our Culture

A great culture attracts great people - and clients...

We solve problems for our customers:

  • We give them amazing tools
  • We educate them
  • We make them successful
  • We make them happy!

We give ourselves the autonomy to be awesome:

  • We trust each other to do what's right
  • We know how to get things DONE
  • We will fail....And learn from our mistakes
  • We aspire to be better and not settle for mediocrity

We will be transparent:

  • We don't believe in middle management
  • We care about each other
  • We share & invest in each other

We are maniacal about success:

  • We aspire to be the leader of the pack
  • We make people say "wow"
  • We won't settle for less. Not as a team. Not individually.