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 is rooted in client-centric relationships and continues to be the most recommended agency management system on the market. Our team is regularly improving the product based on client feedback, providing top tier customer service via one-on-one dedicated client relationships, and an internal culture based on trust and transparency.
"We went from having 2 people spending 5 full days to process commissions to less than one day and only one person with AgencyBloc's system."
—Grant, Barra & Associates LLC
"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, Benefit Profiles Inc
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AgencyBloc is built with life and health insurance agencies in mind. Import your data and immediately start managing your agency more efficiently.
AgencyBloc makes processing and reconciling simple, helps you recognize missed commissions, and allows you to maintain an overall view of your business.
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.
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.
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.
Grow your referral business and your client base by maintaining constant communication via email, and quickly and easily identify cross-selling opportunities.