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Industry-Specific Solutions for Your Agency

  • AgencyBloc’s life and health insurance-specific sales enablement tools take the guesswork out of your processes by allowing you to predict, track, and manage your sales opportunities to close more deals.

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  • Quote+, an AgencyBloc solution, is a streamlined, all-in-one quoting and proposal tool small group brokers can use to reduce time spent renewing and servicing their clients.

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  • With an industry-specific agency management system, AgencyBloc makes managing your health and life insurance business simpler.

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  • AgencyBloc's Commission Module ties agents, policies, and commissions together for a complete view of your data so you can reduce time spent processing and quickly identify missed commissions from carriers.

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Agencies Using AgencyBloc

Solutions for Agents, Brokers, Agencies, GAs, & More

AgencyBloc is the #1 Agency Recommended management platform for life, health, senior market, and benefits agencies. We have solutions to support your goals no matter where you are in your growth journey.

Explore Agency Types Using AgencyBloc

A Tried and Tested Agency Management Platform

  • Capterra 4.8
  • Google 5.0
  • GetApp 4.8
  • G2 4.7
  • SoftwareAdvice 4.7

See Real Agency Experiences

See All Testimonials

"Before AgencyBloc, our office used a separate spreadsheet for every activity. One question from a client could take 5 minutes to answer simply because we had to locate in WHICH spreadsheet the info was hidden. Now, all communications, policy, and follow-up information is in one place. We would be lost without this product!"

SaraMarie B.
Insurance Advocates

"I love how this is setup specifically for Life and Health agents. There are an endless amount of customized reports that can be ran. This is setup so that if you are a single person or if you are an agency or even if you oversee multiple agencies this is built for it."

Joshua D.
Davis Insurance Resource

"AgencyBloc has taken my business to the next level. I worked at a small agency, it took the owner hours to do commissions each month and I never really trusted that they were being paid appropriately. AgencyBloc is a HUGE weight off my shoulders. There are so many tools to help keep me efficient and my clients love the communication. Now I don't have to hope my commissions are being paid correctly either. Their staff is knowledgeable and engaged in the entire process. I would highly recommend AgencyBloc."

Marcie S.
Capitol Benefits Group

"I've been using AgencyBloc for over 8 years now and it is so worth the switch. They have implemented new, useful tools and it seems like they are always working on new things to make it better. The reps are great and they are always a quick response away for a question or concern."

Nicole T.
KHI Solutions

"Many times, smaller agencies can't get the technology that bigger agencies can because of the financial cost. With AgencyBloc, you're tailoring it to what you need, and it doesn't cost me a lot of money. As a business owner, that's really important."

Gina D.
Senior Connection

"AgencyBloc has streamlined our business. It has operationally helped us in more ways than one. We’ve been able to take our business to the next level and grow because of our partnership with AgencyBloc."

Cristin H.
The Brokerage, Inc.

"The best part about AgencyBloc is that I can have all of my clients wherever I am. It's an absolutely incredible service for prospecting, for generating clients, but also for great customer retention. I recommend it for everyone."

Zack T.
Swisher Insurance