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

My Family Health Insurance

We are proud of the trust My Family Health Insurance has placed in our organization and hope that our technology can serve your agency as well!

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:





Amy L.

"I wish we would have switched to AgencyBloc sooner because the system is such a good match for our agency. It does exactly what we hoped it would do, and I wish we’d have found it earlier."
—Amy L., Altura Benefits




Patrick O.

"I value AgencyBloc a lot. The automated drip campaigns especially are my favorite. I've been able to save 50 hours every Open Enrollment period just in client communications."
—Patrick O., Integrity Insurance

Schedule a live demo of AgencyBloc:

To ask questions, call our Sales Team

866-338-7075

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