AgencyBloc is the #1 Agency Recommended Management System

Who is 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 AgencyBloc, a SaaS (software-as-a-service) platform. 

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


Co-Founders, Adam Lewis & Cory Schmidt, talk with Martin Carr, NABIP VP of Communications, about how AgencyBloc came to be.

AgencyBloc's Mission

Our mission is to provide powerful solutions by making the convoluted, straightforward.  We want our technology to transform the organizations that use it.

An Agency Management System Built for the Life & Health Insurance Industry

AgencyBloc is an agency management system (AMS) built specifically for life and health insurance agencies. Secure and grow your business using our industry-specific CRM & policy management, Commission Module, integrated business and sales automation, custom reporting, and more.

Take a Deeper Tour of AgencyBloc

The Culture We Live By

  • We solve problems for our customers

    We give them amazing tools
    We educate them
    We help them become successful
    We're happy when they're happy

  • We give ourselves the autonomy to be awesome

    We are accountable to ourselves and our teams
    We know how to get things DONE
    We will fail...and learn from our mistakes

  • We will be human

    We care about each other
    We share & invest in each other
    We trust each other to do what's right
    We have courageous conversations

  • We are maniacal about success

    We aspire to be the leader of the pack
    We don't settle for mediocrity, not as a team or individually
    We're energized by our clients' success

The #1 Agency Recommended Management System

  • Leslye G.

    "We've been able to cut our time processing commissions by 75%, saved nearly $33,000 every year in employee time, and have gained 90 hours back every month. Switching to AgencyBloc was the best decision I made as a commissions manager."
    —Leslye G., JTS Financial

  • Kim G.

    "I started asking other agents what they use and one agent highly suggested AgencyBloc. There are so many wonderful features that AgencyBloc offers. It is geared specifically toward agents and commissions tracking has been a breeze. The customer service is effective and efficient. I highly recommend it!"
    —Kim G., DBG Financial Group, Inc.

  • Brian K.

    "AgencyBloc is the most functional and advantageous at one of the most economical prices. We now pay over 200 brokers and agents on a monthly basis, cut processing time by 30%, and our volume has increased 10 times."
    —Brian K., BOST Workplace Benefits

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