Organize, Automate, and 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.

Automated workflows speed up and increase the accuracy of your processes.

Use intelligent data
Use intelligent data such as policy dates and statuses, client interactions, and carrier information to trigger when emails should be sent and activities created
Never miss an important touchpoint
Turn your CRM data into powerful triggers that deliver the right messages at the right time
Deliver a great experience
Allow all of your processes to work together so that your prospects and clients have a smooth, seamless experience

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Group Policy Renewal Automated Workflow

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Brian Gruss

"Automated Workflow allows me to keep in better communication with my clients, and allows me to not have to remember everything I have to do on a daily basis because the workflows do it for me."

Avenue Insurance Planners


Ned Havern

"Automated Workflow has helped our team stay organized and operate in the most efficient manner possible. It has really helped us build out our client service model and stay organize as we continue to utilize their great products going forward."

Havern Benefits Strategies

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AgencyBloc's Pre-Built Automated Workflows

Because of AgencyBloc’s expertise in the health and life insurance industry, they have included six built-in automated workflow templates for agencies to get started with.

  • Happy Birthday

    Send an email to any or all of your contacts wishing them a happy birthday.

  • New Individual Prospect

    Never miss a follow-up with automated activities assigned to users.

  • Lead Form Submitted

    Thank the new lead for their interest, confirm their submission, and let them know you'll be reaching out. Assign an activity to a user to follow-up ASAP.

  • Policy Application Submitted

    Never miss a step and make the policy application process a quick one.

  • Group Policy Renewal

    Get a jumpstart on policy renewals with an automated reminder ahead of time. Send an email to the policyholder to get them in the mindset as well.

  • Agent License Expiration

    Help out your agents with automated reminders for when their license is expiring and rest assured they're taken care of.

Case Study | The Altus Group

Altus Retirement Services, LLC

Client Quick Facts:

Altus Retirement Services:

# 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.