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Try out AgencyBloc to see:

  • How to organize your day-to-day activities for yourself and your agency in an industry-specific CRM
  • How to efficiently track all of your clients, prospects, groups, policies, agents, and carriers all in one place
  • How to thoroughly manage policies, including enrollments and elections
  • How to monitor the performance of your agency
  • How to easily process commissions and find missed payments from carriers
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What AgencyBloc clients are saying...


  • Leslye G.

    "We've been able to cut our time processing commissions by 75%, saved nearly $33,000 every year in employee time, and have gained 90 hours back every month. Switching to AgencyBloc was the best decision I made as a commissions manager."
    —LESLYE G., JTS FINANCIAL

  • Lynn S.

    "I recommend AgencyBloc to anybody who's running an agency and trying to keep track of agents, policyholders, and carriers. With AgencyBloc, you've got it all in one single place on the web, accessible 24 hours a day with backup. It's always been on for us. We've never skipped a beat."
    —LYNN S., KHI SOLUTIONS

  • Dominic S.

    "AgencyBloc has helped us build our business. It's the perfect tool for benefits professionals. I think whether you're a general agent, one-man agency or a 25-person agency, AgencyBloc is perfect."
    —DOMINIC S., BENEFIT PROFILES INC.