Organize, Automate, & Grow Your Insurance Agency

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.

AgencyBloc Agency Management System Tour


This webinar is the quickest and easiest way to get a full overview of AgencyBloc's features.

In this webinar, we will cover things such as prospect, client, and policy tracking, commissions processing and projecting, how to uncover missed commissions, and automated workflows for license renewal, lead nurturing, policy renewals, etc.

   Jason

"Our agency is more efficient, communications are more centralized, and lead distribution is trackable and quantifiable. AgencyBloc has truly automated our entire agency and has become our full-office agency management system."
—Jason, Milz Health Group


Belinda

"Some of the best customer service I have ever experienced, on top of a top notch product that makes figuring commissions so much easier! Worth the time to get it set up!"
—Belinda, Senior Benefits Insurance Services

June 21st @ 10am CDT

Reserve Your Spot

A Whole Office Solution for Life and Health Agencies

  • Industry-Specific CRM

    AgencyBloc is built with life and health insurance agencies in mind. Import your data and immediately start managing your agency more efficiently.

  • Commissions Processing

    AgencyBloc makes processing and reconciling simple, helps you recognize missed commissions, and allows you to maintain an overall view of your business.

  • Dashboard Analytics

    Be proactive about your agency’s performance. AgencyBloc generates real-time graphs and charts and has reporting tools so you're always aware of the "health" of your agency. 

  • Policy Management

    With AgencyBloc, connect policies with individuals and groups, set up automatic tasks or reminders for important dates on policies, and always be aware of the policy/product makeup of your agency.

  • Workflow Automation

    Automated workflow helps you spend less time on manual, time-consuming tasks. Automatically assign tasks to agents when a due date approaches or send emails to clients when their renewal date is near. Never miss a follow-up.

  • Email Marketing

    Grow your referral business and your client base by maintaining constant communication via email, and quickly and easily identify cross-selling opportunities.

SMS

We are proud to partner with Senior Marketing Specialists to assist health & life insurance agencies automate their operations & gain more strategic insight into their overall business.

 

Schedule a Personal Demo Now!