Pricing for Your Agency

Plans start at $65/month

We offer special pricing based on the types of users and features your agency needs.

Let's talk about your agency's needs.

Or, call sales for more information: 866-338-7075

The #1 Agency Recommended Management System includes:

  • 24/7 access to your data from anywhere—login from your computer, phone or tablet
  • Unlimited, off-site storage & data backup every 4 seconds
  • Serious security—HIPAA, bank-grade encryption, & two-step verification
  • Assigned onboarding specialist & data migration consultation
  • Free support with highly-commended client success specialists
  • Exclusive client help center with videos and step-by-step articles
  • Volume pricing available for large agencies

Organize, automate, & grow your agency with:

  • Life & health industry-specific CRM
  • Real-time agency & business analytics
  • Intuitive activities dashboard
  • Workflow & task automation
  • Email campaigns
  • Integrated marketing & lead forms
  • Custom report building
  • Strategic industry integrations

With the Commission Module, you can also:

  • Import commission statements
  • Assign multiple payees, including hierarchies
  • Track by revenue type
  • Create and grant access to agent statements
  • Uncover missed commissions
  • Compare actual vs expected commissions
  • Create calendar year projections
  • Generate commission reports
  • View real-time commission analytics

Making the Convoluted, Straightforward.

Industry-specific CRM + Commission Tools + Business and Marketing Automation

  • Loanna

    "AgencyBloc helps me manage 30 carriers, 4,000 policies, for over 400 groups. AgencyBloc has also saved me 80 hours in manual calculations for commissions and I would absolutely recommend them for all your commission needs."
    —Loanna W., MGM Benefits Group

  • Kim

    "I started asking other agents what they use and one agent highly suggested AgencyBloc. There are so many wonderful features that AgencyBloc offers. It is geared specifically toward agents and commissions tracking has been a breeze. The customer service is effective and efficient. I highly recommend it!"
    —Kim G., DBG Financial Group, Inc.

  • Brian

    "AgencyBloc is the most functional and advantageous at one of the most economical prices. We now pay over 200 brokers and agents on a monthly basis, cut processing time by 30%, and our volume has increased 10 times."
    —Brian K., BOST Workplace Benefits