Sales Resource Library
Lead Integration List
API Overview & Pricing
Beyond the Product - Research Tool (PDF)
Migrating from GBS to AgencyBloc (PDF)
SmartOffice (Ebix aka E-Z data)
Competitor Intelligence Spreadsheet
Sams/Hockaday & Associates, Inc.
(Previous: Vertafore/ data control, policy tracking, cross-sells, email campaigns)
ABC Insurance Services, Inc.
(Previous: Homegrown/ commissions, large database)
William Avon Financial
(Previous: ACT! by Sage/ cloud-based, efficiency, contact-based)
Insurance Marketing Group/Senior Security Benefits
(Previous: Excel/ agent tracking, client history, task assignment)
(Previous: Excel/ app tracking, automation, advanced search)
Brystra Insurance Services
(Previous: SalesForce, Zoho, Gen4/ scalibility, CS, policy & agent tracking, continuous improvements)
Illiana Insurance Agency, Ltd.
(Previous: Microsoft Access/ mobility, compatibility, commissions, CS)
(Previous: Zywave/ commissions, reports)
Milz Health Group
(Previous: RadiusBob/ integrations, automated workflow, CS)
(Previous: Vertafore & Microsoft Dynamics CRM, Data Migration/ migration, commissions)
Group Benefits, Ltd.
(Previous: Homegrown Solution/ group business, commissions)
Harvey Insurance Group, Inc.
(Previous: Velocify/ commissions, productivity, Automated Workflow)
(Previous: Commission Tracker & Quickbooks/ commissions, reports, cloud-based)
Parks Insurance, Inc.
(Previous: GBS/ commissions, organization, policy management & imports)
Health Insurance Store
(Previous: GBS/ reports, workflows, dashboard analytics, commissions, client retention, client success)
(Previous: Gen4/ productivity, client communication, commissions, Employee Navigator)
Davenport & Associates Insurance
(Previous: Advisor's Assistant/ commissions, productivity, reports)
(Previous: SurgarCRM/ migration, commissions, Automated Workflow)
Partners & Discounts
Data Security & Backup
Working with Your Subscription
Importing Your Book-of-Business Into AgencyBloc
Video Tutorial: Let's Talk About Your Data
AgencyBloc Tour - No Commissions
AgencyBloc Tour - Commissions
Sales Specialist - job post
External Road Map
Executive Slide Deck
Demo Sign-Up - Steve
Demo Sign-Up - Kellie
Demo Sign-Up - Degin
Feature Landing Pages
Commission by Revenue Type
Actual vs. Projected
Sales Rep Created Free Trial
What is an AMS?
Lynn Schreder, KHI Solutions
(Reports, Agent Management, Agent CRM)
Brian Kauffman, BOST Workplace Benefits
(Came from Excel, Commissions)
Laonna Watkins, MGM Benefits
Sheryl Carlson, Vista Point Insurance Services
(Accessibility, Group Reports, Email Campaigns)
Janis Van Ahn, Health Insurance Advisor, LLC
(Ease of Use, Customization)
Rosario Onyekwere, United American Financial, Inc.
(Cross-Sells, Agency Efficiency)
Brian Gruss, Avenue Insurance Planners
(Easy Transition, Dependability, Automated Workflow)
Tye Weaver, Integrity Senior Benefit Advisors, LLC.
(Policy Tracking, AvP, Analytics)
Ned Havern, Havern Benefits Strategies
(Client Support, Automated Workflow)
Webinar Excerpt: Mike Coppess
(Dashboard Analytics, Agent Management)
Cassandra Alspaw, FG Insurance
(Client tracking, Activities, Commissions, Reports)
Lisa Reynolds, Lisa Reynolds Insurance Agency, LLC.
(Client Support, Organization, Cloud-Based, Automation)
Dominic Siciliano, Benefit Profiles Inc.
(Cloud-Based, Benefits Professionals)
Morten Sorensen, InsMed Insurance Agency
(Workflows, Policy Management, Missed Commissions, Revenue Forecasting, Paying Commissions)
Renee Drake, Varney & Company Benefits Advisors
(Easy Implementation, User-Friendly & Training, Help section, Security, Commissions Processing, CS)
Kaylavon Middleton, MediSolutions, LLC
(Used Excel, Overall Management—so much easier, Customer Experience, CS)