AgencyBloc Partnership

AgencyBloc helps life and health insurance agencies grow their business by organizing and automating their operations using a combination of an industry-specific CRM, commissions processing, and integrated marketing automation.


We hope that our technology can serve your agency well!


"It's been refreshing to have a system that is easy to use, makes sense for our industry, and has a team behind it that is willing to listen to our feedback and our requests.

Nicole, McLaughlin & Smoak Benefits

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.


Key Features

Industry Specific

We know your industry! Very little customization is needed after setting up an account with us.

Access your own book-of-business

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.

Track the sales process from start to finish

From prospect to client - AgencyBloc makes it easy to keep track of where someone is in the sales cycle.

Make informed business decisions

Visualize your data to help you better understand your book-of-business and help you make the most informed business decisions possible.

Store your files in the cloud

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!

Provide top-notch customer support

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.

AgencyBloc Customer Service

We have the same phone number for sales and customer support, we like talking to our clients!
 

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Schedule a live demo of AgencyBloc:

To learn more call or email David Kline

Call AgencyBloc866-338-7075 x121

david.kline@agencybloc.com