An Agency Management System Designed Specifically for Your Benefits Agency

Get ahead of the increasingly competitive market, boost agency growth, and improve client retention with the right systems and software on your side.

AgencyBloc's Sales Pipeline for industry-specific sales management

Agency Management, Simplified

As an employee benefits agency, it can be hard to keep all of your records organized and in one place for each and every one of your clients and their numerous policies.

AgencyBloc was designed with you in mind – so that you can spend less time building a CRM to suit your needs and more time focusing on keeping a healthy, strong book of business. And with seamless, secure integrations with enrollment platforms like Ease, Employee Navigator, and more, managing your business and staying organized is easier than ever before.

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An AMS That Helps Your Benefits Agency Accomplish More

  • Policies icon

    Policy Management

    Have a full view of your data and easily navigate between group and individual policy information to get the information you need.

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  • Sales icon

    Sales Pipeline

    Get better visibility into your sales cycle and ensure leads are actively moving through your sales process with customizable sales pipeline boards.

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  • Account Management icon

    Account and Client Management

    Keep your agents efficient and your clients informed with an aggregate view of all their carrier and policy information.

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  • Renewal icon

    Policy Renewal Management

    Seamlessly keep track of all approaching client policy renewals and send automated reminders to ensure you never miss a renewal opportunity.

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  • Commissions icon

    Commissions Processing

    Efficiently and accurately process, track, and report on your commissions to find missing compensation from your carriers and uplines.

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  • Agents icon

    Agent Management

    Simplify task management and help your agents stay up-to-date on their licenses and E&O coverage.

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What Other Benefits Agencies Are Saying...

  • Becca D.

    "We have been using AgencyBloc for about a year and a half. We've had a great experience so far and within that timeframe, we have been able to recover $69,000 in missed commissions, which has been amazing."

    —Becca D., United Producers Group

  • Dominic S.

    "AgencyBloc has helped us build our business. It's the perfect tool for benefits professionals. I think whether you're a general agent, one-man agency, or a 25-person agency, AgencyBloc is perfect."

    —Dominic S., Benefit Profiles, Inc.

  • Ashley M.

    "AgencyBloc is our everything. It powers the operations of our entire agency. You can create a workflow for literally anything. We have workflows running in the background for every aspect of our business. Since moving to AgencyBloc, we have never missed a deadline; nothing has fallen between the cracks."

    —Ashley M., Next Level Insurance

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Selling more than group benefits? Learn about other lines of business we serve.


  • Health Insurance

    Our agency management system is designed specifically for health insurance agencies. Learn how it can help your agency stay organized and efficient.

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  • Life Insurance

    Life insurance agencies need a platform to make agency management easier, not more complicated. Here's how we can help.

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  • Senior Market Insurance

    Learn how AgencyBloc can help your senior market insurance agency grow and retain your book of business.

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