A Leading Industry-Specific CRM

AgencyBloc is a life and health insurance industry-specific CRM software built for agencies and agents to help streamline the management of your business. Manage records for individuals, groups, policies, agents, and carriers in one centralized location. Tie these records together for a comprehensive view that helps your team provide better customer service.

Utilize workflow automation and email marketing to communicate with your clients, deepen relationships, and ensure retention. Dive deeper into the success of your business with high-level and in-depth reporting and data analysis tools to see trends, inform your team, and make decisions for the future.


  • Contact management (clients, leads, prospects, etc.)
  • Communication tracking with agents, clients, and prospects
  • Activity tracking and task assignment
  • File and document management
  • Retention-focused workflow automation
  • Email marketing
  • Reporting & data analysis
The Brokerage, Inc. logo and Cristin H. headshot

Featured Case Study

The Brokerage, Inc.

Learn how AgencyBloc's industry-specific CRM helped The Brokerage Inc.'s IMO grow 34% in sales, increase their number of agents by 58%, and uncover over $40,000 in missing compensation.


Read the full story

Have Questions?

FAQs About Agency Management Software

Insurance AMS FAQs

  • An agency management system (AMS) is different from CRMs because many CRMs are general and built to be used by the masses, while agency management systems are for specific industries. AgencyBloc's AMS is for the health and life insurance industry, so the features, tools, and capabilities are built for those types of insurance agencies. This saves companies time and money from having to do extensive customizations. Learn more about agency management systems.

  • AgencyBloc's AMS is designed specifically for the health and life insurance industry. While it includes CRM functions, those features are insurance-specific and we provide more specialized services than other generic CRMs. Ultimately, you won't have to spend as much time customizing the software to fit your needs. Check out our 5-minute overview video to see how our software platform can help your agency.

  • Our goal is to provide your team with powerful solutions that help manage all your data and processes in one place while saving time, effort, and money. With our robust, industry-specific agency management platform, we can make commission processing, quoting & proposals, sales management, reporting, data management, and automation easier than ever. Check out some video and text testimonials from our clients to hear about their experience.

Looking for more? Explore our suite of industry solutions.

  • AgencyBloc's industry-specific sales enablement tools help your agency create efficiencies, track your success, and, ultimately, sell more.

    Learn More

  • Quote+, an AgencyBloc solution, is an all-in-one quoting and proposal tool brokers can use to streamline client servicing and retention.

    Learn More

  • AgencyBloc's Commission Module creates a comprehensive view of your data so you can reduce time spent processing commissions and quickly identify missed income from carriers.

    Learn More

See Real Agency Experiences

"My only regret is that I didn't do this sooner. I wish I had done AgencyBloc from the very beginning. Is AgencyBloc an investment? Yes. Does it cost money? Yes. But is it worth it? Absolutely."

Debra L.
Benefit Choice Advisors, LLC.

"AgencyBloc is our everything. It powers the operations of our entire agency. You can create a workflow for literally anything. We have workflows running in the background for every aspect of our business. Since moving to AgencyBloc, we have never missed a deadline; nothing has fallen between the cracks."

Ashley M.
Next Level Insurance

"My bottom line is really that I wholeheartedly recommend this system."

Morten S.
InsMed Insurance Agency

"AgencyBloc has helped us build our business. It's the perfect tool for benefits professionals. I think whether you're a general agent, one-man agency, or a 25-person agency, AgencyBloc is perfect."

Dominic S.
Benefit Profiles Inc.

"I was documenting all of my client information via an Excel spreadsheet. It was so hard to manage. Matter of fact, it was downright insane! I'm telling you, you've got to get AgencyBloc. There is no other system. I couldn't do anything without it!"

Kaylavon M.
MediSolutions, LLC