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.
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William Avon, William Avon Financial
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