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.
AgencyBloc Customer Service
We have the same phone number for sales and customer support, we like talking to our clients!