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.
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We know your industry! Very little customization is needed after setting up an account with us.
Login and see all your clients in one place, groups or individuals. Know your client's basic info, how they became a client, who their relations are, the policies that they have and all of the details about those policies.
From prospect to client - AgencyBloc makes it easy to keep track of where someone is in the sales cycle.
Visualize your data to help you better understand your book-of-business and help you make the most informed business decisions possible.
AgencyBloc enables you to attach documents where they belong, rather than just storing them in folders on your computer or network. In the case of a disaster, we'll still have your files!
Keep track of important interactions with your clients by tracking emails, phone calls, etc. Quickly glance at notes from previous interactions with the client before even picking up the phone.
"The price and functionality to have contact records, notes, activities, policy detail and commission records all in one place got me in. The customer service and AB’s desire to continually improve the product has kept me in."
—William, William Avon Financial
"We never knew how efficient our business processes could be until we started using AgencyBloc. We love all the capabilities and efficiencies it allows us."
—Kathy, Illiana Insurance Agency, Ltd.
*Offer only available for new clients for their first 12 months.