The #1 Agency Recommended Management System

We want our technology to transform the organizations that use it, and we are proud to sponsor and support NAHU and its members with valuable education, industry expert content, and special client opportunities.

Co-Founders, Adam Lewis & Cory Schmidt, talk with Martin Carr, NAHU VP of Communications, about how AgencyBloc came to be:



We are proud to partner with NAHU to help health insurance agencies automate their operations & gain more strategic insight into their overall business.

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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.

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Lynn Schreder, KHI Solutions

"AgencyBloc shows us where we've been, helps us plan for the future, and enables us to make things happen today."
—Lynn S., KHI Solutions
IAHU President 2016-17

Dominic S.

"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 S., Benefit Profiles Inc.
MAHU Exchange Liaison 2010-11

To ask questions, call or email our Sales Team:


To receive 50% off standard import fees, schedule a live demo of AgencyBloc here: