Insurance-Specific Lead Nurturing & Sales Automation Tools

"AgencyBloc is the single best all-in-one insurance platform out there—and I've used just about all of them as the IT Director for Custom Health Plans. Absolutely any part of the system can be found from a top level search, and the lead system especially has unparalleled versatility for customization."

"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. We save 6 hours per week each Annual Election Period on lead distribution and save over 100 hours every renewal period in sending client communications with Automated Workflow."

"Our office moved to AgencyBloc 3 years ago, and we haven’t looked back. Our office can track our growth, whether it’s the number of policies written by an agent, agency, or with a particular carrier. In the past, commissions took days to process—now it's hours. Another timesaving feature: Automated Workflows. We've connected the workflows to AgencyBloc's Lead Forms to automatically create a record and notify our team of the new lead. All in all, AgencyBloc has made our great office, even better."

"As an independent agent with a growing business, AgencyBloc is instrumental. AgencyBloc enables easy entry and organization of client and lead data, includes automated marketing features that will allow for expanded marketing, and provides retention opportunities that are instrumental in meeting my goals! The onboarding process was quick and easy. The online academy is a fantastic resource to learn about product features. With a robust suite of industry-specific tools, I'm confident AgencyBloc will be able to continue supporting my business as it grows!"

"We were looking for solutions to keep track of our client and lead data in a secure format with an organization we could trust. We were also looking for creative ways we could automate different processes and bring everything into one system for our agency. AgencyBloc's platform has helped us so much in terms of just putting everything together in one place, getting rid of a lot of additional unneeded systems, and helping us keep more than anything."