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.

AgencyBloc Agency Management System Tour

Financial Grade

We are proud to partner with Financial Grade to assist senior health insurance agencies automate their operations & gain more strategic insight into their overall business.

Schedule a Live Demo

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:





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




Scott

"Finally, an agency solution for a health agency! We have been looking for a product like this for years! Support has been excellent, and for our agency it works perfect."
—Scott, Don Allred & Associates, Inc.

To receive your 10% discount*, 

Schedule a live demo of AgencyBloc:

*Offer only available for new clients for their first 12 months.