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

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

Danny M.

"Since starting using Automated Workflows less than 2 months ago, I've written 6 new clients and I have received 6 referrals for new business. It allows me to set up a workflow timeline for my entire book 'hands off'."

Danny M.


Ned H.

"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 going forward."

Ned H. 
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.