Organize, Automate, & Grow Your Insurance Agency with AgencyBloc

Key Features

• Industry Specific

  We know your industry! AgencyBloc is built specifically for the life and health insurance industry, so very little customization is needed after setting up an account with us.

• Access your own book of business

  Log in and see all of 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 with you, 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. Integrate lead forms on your website, and set up automated workflows to ensure leads are followed up with immediately.

• 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. Analyze agency performance through the use of custom reports and real-time dashboard analytics.

• 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.