Organize, Automate, & Grow Your Insurance Agency

AgencyBloc is an agency management system that helps life and health insurance agencies grow their business with an industry-specific CRM, commissions processing, and integrated business and marketing automation.


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Allied National

We are proud to partner with Allied National to assist health & life insurance agencies automate their operations & gain more strategic insight into their overall business.

Susan

AgencyBloc is exactly the tool I was looking for, and the support and guidance is absolutely what I would need. This is an amazing group of people that know their business and understand and GET my needs. GREAT JOB!
—Susan, Health Insurance In Kansas City

William

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 AB’s desire to continually improve the product has kept me in.
—William, William Avon Financial

Key Features

  • Industry Specific

    We know your industry! Very little customization is needed after setting up an account with us.

  • Access your own book-of-business

    Login and see all your clients in one place, groups or individuals. Know your client's basic info, how they became a client, who their relations are, the policies that they have and all of the details about those policies.

  • Track the sales process from start to finish

    From prospect to client - AgencyBloc makes it easy to keep track of where someone is in the sales cycle.

  • Make informed business decisions

    Visualize your data to help you better understand your book-of-business and help you make the most informed business decisions possible.

  • Store your files in the cloud

    AgencyBloc enables you to attach documents where they belong, rather than just storing them in folders on your computer or network. In the case of a disaster, we'll still have your files!

  • Provide top-notch customer support

    Keep track of important interactions with your clients by tracking emails, phone calls, etc. Quickly glance at notes from previous interactions with the client before even picking up the phone.

Schedule a live, 1-on-1 demo of AgencyBloc:

Watch our overview video to learn more: