AgencyBloc helps life and health insurance agencies grow their business by organizing and automating their operations using a combination of an industry-specific CRM, commissions processing, and integrated marketing automation.
Solo GAs MGAs IMOs FMOs
See AgencyBloc in Action:
We know your industry! Very little customization is needed after setting up an account with us.
Our commissions processing software allows agencies to quickly pay commissions by importing carrier provided data files and calculating and splitting commissions by agents.
Actual vs. Projected Commissions
Our "Actual vs. Projected" solution will present a comparison of actual against expected commissions and shine a light on policies that should be reviewed, making it easier for agencies to identify commission inaccuracies.
Additionally you will also be able to project revenues for current and next year, giving you strong data to use in their business planning.
Insurance CRM dashboards that are specific to your business. At a glance you can quickly get a pulse on your entire agency.
Industry specific filters allow you to send targeted emails to the right people at the right time.
We have the same phone number for sales and customer support, we like talking to our clients!
Create your FREE AgencyBloc trial account:
AgencyBloc has saved me 80 hours in manual calculations for commissions and I would absolutely recommend them for all your commission needs. Loanna
MGM Benefits Group