AgencyBloc Pricing

Plans start at $75/month

Plans are customized to your insurance agency.

Let's talk about your agency's needs.

Or, call our sales team directly: 866-338-7075

The #1 Agency Recommended Management System includes:

  • Life & health insurance-specific CRM
  • Real-time agency analytics + custom reporting
  • Business + marketing automation

PLUS, with the Commission Module:

  • Import commission statements
  • Assign multiple payees, including hierarchies
  • Track by revenue type
  • Agent statement access
  • Uncover missed commissions!
  • Create projections & compare actual vs. expected
  • Custom reports & real-time analytics

With AgencyBloc, you'll always get:

  • 24/7 access to your data from anywhere on any device
  • Unlimited, off-site storage & data backup every 4 seconds
  • Serious security—HIPAA, bank-grade encryption, & two-step verification
  • Dedicated onboarding & data migration specialist
  • Free customer support & help center with videos and step-by-step articles

Making the Convoluted, Straightforward.

Industry-specific CRM + Commission Tools + Business and Marketing Automation


  • Loanna

    "AgencyBloc helps me manage 30 carriers, 4,000 policies, for over 400 groups. AgencyBloc has also saved me 80 hours in manual calculations for commissions and I would absolutely recommend them for all your commission needs."
    —Loanna W., MGM Benefits Group

  • Kim

    "I started asking other agents what they use and one agent highly suggested AgencyBloc. There are so many wonderful features that AgencyBloc offers. It is geared specifically toward agents and commissions tracking has been a breeze. The customer service is effective and efficient. I highly recommend it!"
    —Kim G., DBG Financial Group, Inc.

  • Brian

    "AgencyBloc is the most functional and advantageous at one of the most economical prices. We now pay over 200 brokers and agents on a monthly basis, cut processing time by 30%, and our volume has increased 10 times."
    —Brian K., BOST Workplace Benefits