AgencyBloc Case Study: William Avon Financial
- Financial planning
- Life insurance
- Legacy Planning
- Property & casualty
Previously using: ACT! by Sage
The price and functionality to have contact records, notes, activities, policy detail and commission records all in one place got me in. The customer service and AgencyBloc's desire to continually improve the product has kept me in.Read Full Case Study
William Avon, William Avon Financial
Visit their website.
Organize, Automate & Grow Your Life & Health Insurance Agency.
AgencyBloc helps life and health insurance agencies save time, save money, and get smarter by organizing and automating their operations using a combination of CRM automation, powerful commissions processing, and integrated marketing automation.
Try AgencyBloc for Free: