NextGen Leads & AgencyBloc Integration

AgencyBloc and NextGen Leads Integration

How it works:

Leads from NextGen Leads are posted directly into your AgencyBloc account. This integration allows you to track your prospecting process from start to finish.

Number 1 ChallengeTogether, AgencyBloc and NextGen Leads aim to simplify the leads generation and tracking process for insurance agencies. With this integration, agencies will benefit from:

  • The elimination of re-keying information; leads from NextGen Leads are posted directly into your AgencyBloc account
  • A single view of all leads with your AgencyBloc account, regardless of source
  • The ability to immediately create follow-up activities for new leads and/or create email campaigns for new leads within AgencyBloc
  • The ability to track the prospecting process from start to finish
  • In most cases, NextGen leads can begin posting to your AgencyBloc account within an hour of sign up

Learn more about this integration with a live demo of AgencyBloc:

Gathering & working leads is a critical aspect of our clients' business. We're excited to offer an easy, streamlined way to transmit NextGen leads directly into AgencyBloc. Working with NextGen Leads was very easy, and we really appreciate their partnership in making this a reality.

Cory Schmidt
Chief Technology Officer
AgencyBloc, Inc.

We see time and again that agents who stay organized and work their leads using a CRM see a lot more success, and so we are very pleased that AgencyBloc, a clear leader in agency management systems, has made it so easy for their customers to work with our leads.

Chris Kelly
Chief Executive Officer
NextGen Leads