Account & Client Management

Track leads and manage client accounts with a feature-rich CRM designed for insurance agents.

Customer service is your biggest differentiator in the health and life insurance industry. An agency management system (AMS), built with your industry's specific needs in mind, helps streamline account and client management to give you an edge over the competition.

We built AgencyBloc, our top-rated AMS, from the ground up for health and life insurance agents. It allows you to track your entire book of business in one system, regardless of whether you're an independent agent, GA, MGA, FMO, or IMO.

Manage information, like:

Individual status, demographics, and contact information
Client/prospect relationships (spouse, partner, children)
Past and future client/prospect communications (emails, phone calls, in-person)
Individual policies (health, life, Medicare, annuities, ancillary)
Group policies, elections, and enrollments
Policy renewals
Individual lead/referral sources
Medicare ID, MBI, and effective dates (Part A & B)
Cross-sell opportunities

You can also create custom fields to track information and data in AgencyBloc that is not suited for the preset fields.

A Full-Scope Industry-Specific CRM

Our industry-specific client management system helps you organize, manage, and service your clients and prospects with ease. Within AgencyBloc, you can track leads, prospects, opportunities, clients, agents, policies, and carriers to create a comprehensive digital file for everyone you serve.

Attach relevant documentation, like emails, in-person and phone conversation notes, phone recordings, and more directly to the person's profile. Tracking this information helps you provide top-tier service for your clients and increase client retention.

Add in workflow automation to streamline client communication, send emails, and assign internal tasks to ensure clients are serviced properly.

Advanced Carrier & Policy Management

Beyond providing client-centered customer relationship management, AgencyBloc empowers you to manage your policies and carriers better.

Carrier and policy detail screens provide snapshots of information about specific policies and carriers. Policies are tied to carriers and clients to simplify navigation between records.

Within the carrier detail screen, you can store passwords, emails, and other pertinent login information for swift carrier portal access. You can also add phone numbers, addresses, and other custom fields to make working with carriers efficient and straightforward.

"I've been using AgencyBloc for about 3 years now. It totally keeps me organized. I couldn't exist without it!"

Lisa R. | Lisa Reynolds Insurance Agency, LLC

See 200+ more customer success stories

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