What is AgencyBloc?

AgencyBloc is a whole office 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.

We're new to the NAHU Annual Convention, and we're excited to be Gold Sponsors for our first year!

Beer Wall BlocParty


We're sponsoring the Welcome Reception BlocParty on Sunday, June 25th from 5:00pm - 6:30pm. 

Make sure to stop by Booth #207 to join the fun & play some yard games!

BlocParty Team

Erica, Adam, Cory & Kellie will be there from our team and would love for you to stop to chat!

Learn More About AgencyBloc

Watch our overview video to learn more:


"AgencyBloc is exactly the tool I was looking for, and the support and guidance is absolutely what I would need. This is an amazing group of people that know their business and understand and GET my needs. GREAT JOB!"
—Susan, Health Insurance In Kansas City


"The price and functionality to have contact records, notes, activities, policy detail and commission records all in one place got me in. The customer service and AB’s desire to continually improve the product has kept me in."
—William, William Avon Financial

A Whole Office Solution for Insurance Agencies

  • Industry-Specific CRM

    AgencyBloc is built with life and health insurance agencies in mind. Import your data and immediately start managing your agency more efficiently.

  • Commissions Processing

    AgencyBloc makes processing and reconciling simple, helps you recognize missed commissions, and allows you to maintain an overall view of your business.

  • Dashboard Analytics

    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. 

  • Policy Management

    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.

  • Workflow Automation

    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.

  • Email Marketing

    Grow your referral business and your client base by maintaining constant communication via email, and quickly and easily identify cross-selling opportunities.