Use an agency management system to help streamline communication for your agents.

Communication between staff and agents is a crucial part of any successful insurance agency. Yet, it is a significant challenge without the right tools in place. AgencyBloc, an industry-specific agency management system, helps streamline multi-agent communications with robust tools. You and your staff can use the Activities Dashboard and Automated Workflow to assign tasks and ensure nothing is missed.

AgencyBloc's Automated Workflow uses predetermined scenarios to automate task assignments. For example, when a new lead comes in, a task is created for an agent to reach out immediately. Whenever data is updated or created, a Workflow can be issued to notify the agent of record via task or email.

Using these tools, your staff and agents receive the right information at the right time, creating more effective internal communication and better customer service.

Agent activity list in AgencyBloc

Managing Agent Workloads

Agents are assigned Activities in AgencyBloc, which are stored in the Activities Dashboard, in one of three ways:

  • Automatically generated by Automated Workflows
  • Created by another employee and assigned to the agent
  • Created by the agent and assigned to the agent

When the task is assigned to the agent of record, they can conveniently access the task and all records associated with it. This helps them prioritize tasks based on importance and determine the next steps. Enhanced internal communication allows agents to focus on what really matters: servicing clients and prospects.

Agent licenses screen in AgencyBloc

Agent License & E&O Management

Automated Workflow protects your agents by keeping their licenses and coverages up-to-date. Create Workflows that alert agents of upcoming renewals for their insurance license and E&O coverage. When it comes to E&O, Workflows help agents in two significant ways:

  • Create a digital paper trail of interactions with each contact
  • Ensure their E&O coverage never lapses

Agents use Activities to track communications with clients and processes done within the agency to ensure standards and goals are met. Activities cannot be erased. This creates a permanent record that agents can rely on. They can also use this information to protect themselves should E&O issues arise.

See Real Agency Experiences

"We began using AgencyBloc in 2014, and it has been a blessing every day since! AgencyBloc allows us to access client information in the office, at home, or out in the field. The customer service provided by AgencyBloc is top-notch! Using AgencyBloc has helped our administrators and agents be more efficient and effective in managing business and our clients."

Cathy D.
American Eagle Insurance Agency, LLC

"With AgencyBloc, we can finally reduce 3 separate applications we were using into one! Our previous CRM was only available to admin staff. Opening access to our agents with AgencyBloc is extremely helpful and has been a timesaver for our admins. AgencyBloc Support always replies with excellent answers, and I receive a response within a day!"

Sara T.
Strong Family Financial LLC

"If you are a life and health agent, this is the platform you need! This platform will provide you with functions you can set up to market and keep in touch with your clients. The capabilities are endless, and it is a software you can grow into and not have to worry about growing out of it. I see all Medicare and individual health coverage and can pull reports or establish workflows based on my company's needs."

Carmen P.
Elite Choice Agency

"AgencyBloc has been an integral part of my business for the past 7+ years. It has helped me scale my book of clients as well as bring on other agents. It keeps all of my data secure and organized. The team is very responsive whenever I have a question or need help with the tool. I highly recommend AgencyBloc as a best-in-class CRM for any individual agent."

Brian K.
Plan Medicare

"We have used AgencyBloc for over 5 years, and it has been invaluable for managing our book of business, our agents, and our compensation. As we continue to grow, AgencyBloc continues to add features and efficiencies, especially in the Commissions module. Their support teams are responsive & committed to solutions."

Debbie C.
Buffalo Insurance Group LLC

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.

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

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  • 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.

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