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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.


This 30 minute demo webinar is the quickest and easiest way to get a high level look at AgencyBloc's features. Insurance agency activity tracking   Nicole

"It’s been refreshing to have a system that is easy to use, makes sense for our industry, and has a team behind it that is willing to listen to our feedback and our requests."
—Nicole, McLaughlin & Smoak Benefits


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 AgencyBloc's desire to continually improve the product has kept me in."
—William, William Avon Financial

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A Whole Office Solution for Life and Health Agencies

  • Industry-Specific CRM

    AgencyBloc is built with life and health insurance agencies in mind. Import your data and immediately start managing your agency more efficiently.

  • Commissions Processing

    AgencyBloc makes processing and reconciling simple, helps you recognize missed commissions, and allows you to maintain an overall view of your business.

  • Dashboard Analytics

    Be proactive about your agency’s performance. AgencyBloc generates real-time graphs and charts and has reporting tools so you're always aware of the "health" of your agency. 

  • Policy Management

    With AgencyBloc, connect policies with individuals and groups, set up automatic tasks or reminders for important dates on policies, and always be aware of the policy/product makeup of your agency.

  • Workflow Automation

    Automated workflow helps you spend less time on manual, time-consuming tasks. Automatically assign tasks to agents when a due date approaches or send emails to clients when their renewal date is near. Never miss a follow-up.

  • Email Marketing

    Grow your referral business and your client base by maintaining constant communication via email, and quickly and easily identify cross-selling opportunities.

Reserve Your Spot for a 30 Minute Demo