#1 Agency Recommended Management System

Plans start at $59/mo.

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    Agency Management

    Starting at $59/mo.

    Don't trust your book of business to a generic CRM or spreadsheet. AgencyBloc's CRM is designed specifically for life & health insurance agents who want to run an efficient and organized agency. Manage your agency more effectively, automate workflow and make smart business decisions.

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    Plus Commissions

    Starting at $158/mo.

    With your commission data in AgencyBloc, you'll be assured your carriers are compensating you correctly and consistently, and you're able to analyze your commission data. Used in tandem with AgencyBloc's CRM, you'll have a whole-office solution that makes everyone's jobs easier.

Both plans include:

  • 24/7 access to your data from anywhere
  • Cloud-based—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
  • FREE support with a dedicated client success specialist
  • Exclusive client help center with videos and step-by-step articles
  • Volume pricing available for large agencies

Frequently Asked Questions

Can I change my plan?

Absolutely. You can switch your plan at any point without penalty. Add or remove users without incurring fees.

Do you offer special pricing?

Yes. We offer special pricing based on the number of logins your agency needs. For more information about price breaks please call Sales: 866-338-7075.

How do I move from another AMS?

We can help with that! We know moving your data to a new Agency Management System can be overwhelming. Our team is here to help automate the process for you.

Grant

"While we do not normally provide public testimonials, an exception was made because of the level of service provided. We went from having 2 people spending 5 full days to process commissions to less than one day and only one person with AgencyBloc's system."
—Grant B., Barra & Associates LLC

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.