AgencyBloc is an agency management system that helps life and health insurance agencies grow their business with an industry-specific CRM, commissions processing, and integrated business and marketing automation.
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We know your industry! Very little customization is needed after setting up an account with us.
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.
From prospect to client - AgencyBloc makes it easy to keep track of where someone is in the sales cycle.
Visualize your data to help you better understand your book-of-business and help you make the most informed business decisions possible.
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!
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.
"It’s been refreshing to have a system that is easy to use, makes sense for our industry, and has a team behind it that is willing to listen to our feedback and our requests."
—Nicole, McLaughlin & Smoak Benefits
"Finally, an agency solution for a health agency! We have been looking for a product like this for years! Support has been excellent, and for our agency it works perfect."
—Scott, Don Allred & Associates, Inc.
*Offer only available for new clients for their first 12 months.