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Try out AgencyBloc to see:

  • How to organize your day-to-day activities for yourself and your agency in an industry-specific CRM
  • How to efficiently track all of your clients, prospects, groups, policies, agents, and carriers all in one place
  • How to thoroughly manage policies, including enrollments and elections
  • How to monitor the performance of your agency
  • How to easily process commissions and find missed payments from carriers
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What AgencyBloc clients are saying...

  • Delphine E.

    "I have been using AgencyBloc for several years and find it to be the most efficient CRM I've used. What I need from a CRM is quick access to data and a layout that flows well so information is easy to find. AgencyBloc provides everything I need at the click of a button. I highly recommend AgencyBloc for three reasons: ease of use, quick access to data, and service."
    —DELPHINE E., STONEWOOD FINANCIAL SOLUTIONS

  • Kathy B.

    "Not only is AgencyBloc’s software compatible with our computer system, but it also works from any device. We never knew how efficient our business processes could be until we started using AgencyBloc. We love all the capabilities and efficiencies it allows us."
    —KATHY B., ILLIANA INSURANCE AGENCY, LTD.

  • Ryan J.

    "AgencyBloc has proven to be an invaluable tool. We use it to keep track of our client's information, run reports, and generate important reminders in an efficient manner. It is truly terrific!"
    —RYAN J., APEX INSURANCE AGENCY