Organize, Automate, & Grow Your Insurance Agency

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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Watch our overview video to learn more:

A Whole Office Solution for Workplace Benefits Agencies

  • Industry-Specific CRM

    AgencyBloc is built with life and health insurance agencies in mind. Import your data and immediately start managing your agency more efficiently.

  • Commissions Processing

    AgencyBloc makes processing and reconciling simple, helps you recognize missed commissions, and allows you to maintain an overall view of your business.

  • Dashboard Analytics

    Be proactive about your agency’s performance. AgencyBloc generates real-time graphs and charts and has reporting tools so you're always aware of the "health" of your agency. 

  • Policy Management

    With AgencyBloc, connect policies with individuals and groups, set up automatic tasks or reminders for important dates on policies, and always be aware of the policy/product makeup of your agency.

  • Workflow Automation

    Automated workflow helps you spend less time on manual, time-consuming tasks. Automatically assign tasks to agents when a due date approaches or send emails to clients when their renewal date is near. Never miss a follow-up.

  • Email Marketing

    Grow your referral business and your client base by maintaining constant communication via email, and quickly and easily identify cross-selling opportunities.

Schedule a live, 1-on-1 demo of AgencyBloc:





Nicole

"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




Jason

"Our agency is more efficient, communications are more centralized, and lead distribution is trackable and quantifiable. AgencyBloc has truly automated our entire agency and has become our full-office agency management system."
—Jason M, Milz Health Group