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.
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.
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.
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!
Industry specific filters allow you to send targeted emails to the right people at the right time.
AgencyBloc Customer Service
We have the same phone number for sales and customer support, we like talking to our clients!