A Life Insurance Agency Management System Designed to Help Your Business Thrive

Boost client acquisition and retention with an AMS that’s created specifically for life insurance agencies.

AgencyBloc dashboard

AgencyBloc is the #1 Recommended Agency Management System for Life and Health Insurance Agencies

As a life insurance agency, your clients are depending on you for guidance and peace of mind when it comes to their coverage.

With an industry-specific AMS, like AgencyBloc, you can face the unique challenges of the life insurance industry – like underwriting and the extended sales cycle – with confidence and serve your clients better than ever before.

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An AMS That Helps Your Life Insurance Agency Accomplish More

Workflow Automation Software

Streamline the lead nurturing process, task assignments, client emails, and more so that you can spend more time out in the field instead of at your desk.

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Sales Management

Drive conversions with powerful sales process optimization tools like lead forms, sales pipelines, and reporting.

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Commissions Processing

Cut down on commission management time, stay on top of expected commissions, and make complex splits and payout structure tracking easy and more accurate.

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Policy Management

Tie policies to carriers, clients, agents, and commissions to keep key policy information easily accessible.

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Custom Reporting

Utilize pre-built and custom reports to get a clear view of your book of business, act on cross-selling opportunities, and make informed business decisions.

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Insurance Customer Relationship Management

Save time and provide excellent customer service with a suite of life insurance-specific CRM tools.

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What Other Life Insurance Agencies Are Saying...

"My data came from a program we'd been using for 15 years. When we moved over to AgencyBloc, my data was in a fashion that it was all usable. Meaning, we didn't have to go through and re-sort, move things around, or trick the system to do what we needed it to do."

—Joe K., Joseph Kidushim Insurance Services
"We’ve found the reports to be extremely beneficial in helping us track our book of business. By using the cross-sell report in AgencyBloc, our top two brokers have each been able to grow their life books of business by 20%!"

—Mark B., Thompson-Brooks Insurance
"AgencyBloc is the only CRM designed specifically for the health and life insurance industry, so it required very little customization. It's an intuitive system at a very reasonable cost with excellent and responsive customer service."

—Chris G., Northwest Farmer-Stockman Inc.

Selling more than life insurance? 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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Group Benefits

AgencyBloc can help your employee and group benefits agency stay organized and optimized. Learn how here.

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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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