Organize, Automate, & Grow Your Insurance Agency

AgencyBloc is a cloud-based 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.

What is a cloud-based agency management system?

Cloud-based systems are hosted “in the cloud.” This means that they are available on any device via a secure login wherever you have an internet connection. No downloads are needed.

Cloud-based systems are at an advantage when it comes to data storage because they’re generally backed up often, so the newest version is always the “live” version. In other words, updates are made in real time. This way, in the event of a natural disaster, your data can always be accessed. In addition, your team is always on the same page, working off the same version of data.

An example of a cloud-based agency management system (AMS) is AgencyBloc. AgencyBloc allows you 24/7 access to your data from anywhere you have an internet connection. It provides unlimited, off-site storage, and your data is backed up every second. Additionally, continually client-requested enhancements are added to the software on a regular basis.

Learn More: On-Premise Software vs. Hosted Software (Cloud-Based): What You Need to Know

WARNING

On-premise software is more susceptible to ransomware. Ransomware is malicious software that invades your computer, finds your files and data, locks them, and holds them for ransom for hundreds to thousands of dollars. Unless you have vast IT knowledge, it can be near impossible for you stop once it happens. Not only would this cause mayhem in your office, but it would be a liability nightmare since you house the sensitive information of all of your clients.

Case Study


Altus Retirement Services, LLC


Client Quick Facts:

Altus Retirement Services: www.altusretirement.com

# of agents: 10

Previously using: GBS

Specializes In:

  • Life
  • Annuities
  • Medicare
  • Med Supp

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About The Company

Altus Retirement Services, LLC is located in Taylorsville, Utah and has served clients for 8 years. Recently merged with Bangerter Insurance Group, Altus specializes in life insurance, annuities, Medicare, and Medicare Supplement.

The Problem

Altus found it difficult to serve their clients remotely because their GBS platform was only accessible through the server located at their home office. They found the system to be cumbersome, the interface to be outdated, and it forced them to have a server and backup server constantly running in their office. They looked into a cloud-based version of GBS, but the price point wasn’t manageable for them. Beyond that, Altus found that running any type of report was overly complicated and the reports weren’t as detailed as Altus needed. In addition, they found that the email campaign component of GBS was not to the sophistication level they were needing, and wanted something more robust. Overall, Altus began searching for a new AMS/CRM that was easier to use, quick to implement, and satisfied all of their needs for reports, emails, and mobility with a manageable price point.

Our Solution

Altus encountered AgencyBloc and became a client at the beginning of 2016. The secure, cloud-based software was one of the key capabilities that Altus needed. Furthermore, the value they found in the software for the price point was incomparable. They found implementation easy with the online tutorials and help section provided by AgencyBloc and really appreciated the above and beyond support they received from the Client Success team. Besides mobility, Altus found the detailed reports, customization, and task assignment crucial for their daily processes.

The Result

After almost a year with AgencyBloc, Altus can now run the detailed reports that provide them with the in-depth information about their carriers and policies they need from an easy-to-use, updated software. Any problem they run into is quickly resolved from their dedicated Client Success Specialist. They’re able to be more efficient in how they serve their clients and assist them in real time since they’re able to access their book-of-business from any location. The automated workflow component of AgencyBloc also allows them to be proactive in communicating with their clients and prospects, and has made assigning tasks to other agents a breeze. The ability to customize and edit the software to fit their agency has proved to make their processes run smoother and has made managing their day-to-day business easier. 

Learn More About AgencyBloc with a 1-on-1 Demo

 

Connie

"We moved from GBS to AgencyBloc in 2016. The difference is night and day. All of our client information is available and easy to search and find. AgencyBloc did a mass transfer of information from GBS to AgencyBloc at the inception of their service. Although there were some updates that had to be done after the fact, the system is very user friendly and we did not lose any information. We like that we can set up scheduled phone calls to clients, and create follow up activities that show up in our dashboards. We also set up the birthday email function so our clients receive a birthday message from us. It has been well received."


Connie

Wevodau Insurance & Benefit Strategies, Inc

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