Reasons life & health agencies switch to AgencyBloc:
We know your industry! Track annuities, AD&D, dental, drug, health, life, LTC, LTD, medicare, STD, vision, worksite benefits, and more!
Personal dashboards are customizable allowing you to quickly see important information about your agency and clients. At a glance you can quickly get a pulse on your entire agency.
Automated Workflow allows agencies to transition from manual processes that are inefficient and potentially error-prone to automated processes that keep people on track and prevent important activities from falling through the cracks.
Industry specific filters allow you to send targeted emails to the right people at the right time.
Our commissions processing system allows agencies to quickly pay commissions by importing carrier provided data files.
We have the same phone number for sales and customer support—we like talking to our clients!