A life and health insurance industry-specific CRM software for agencies and agents to help streamline the management of your business.

Customer Relationship Management (CRM) software is a tool businesses use to nurture new leads and manage client relationships. CRMs offer many benefits, including:

  • Contact management (clients, leads, prospects, etc.)
  • Communication tracking with agents, clients, and prospects
  • Activity tracking and task assignment 
  • File and document management
  • Email marketing
  • Reporting (client, sales, etc.)

Insurance agencies use CRM software to manage their relationships with prospects and clients, manage their book of business, including policy management, and create goal-oriented processes. 

Policy detail screen in AgencyBloc

The Industry-Specific Difference

When comparing an industry-specific agency management system (AMS) with a CRM, there are three significant differences:

  • Which industry it's specifically built for
  • What features it includes
  • How productive it makes your team

Generic CRMs are built for businesses at large. Any size business and industry can use them, but they require customization and time. 

AgencyBloc's industry-specific agency management system is built for the needs of the health and life insurance industry and includes the fields and categories agencies require without the hassle of extensive customizations. 

Policy list in AgencyBloc

Top-Tier Insurance Policy Management Tools

Policy management is the basis of any insurance agency. AgencyBloc's industry-specific policy tools allow your team to manage your agency's many policies with ease. Within our industry-specific CRM, policies are tied to agents, commissions, carriers, and clients which gives your team a comprehensive view of your records. Monitor your policies with high-level graphs and charts on AgencyBloc's Dashboard to view:

  • All Policies by Status
  • All In-Force Policies
  • In-Force Policy Saturation
  • New Policies
  • New Individual Policies
  • New Group Policies

The AgencyBloc Experience

AgencyBloc is the #1 Agency Recommended Management Platform for life and health insurance agencies. Our mission is to provide powerful solutions that make the convoluted straightforward, and we have an entire team ready to help you thrive. Members of The Bloc have access to a dedicated Client Success Manager, an extensive resource library and online learning tool, and an available Support Team to answer your quick questions. Learn more about The AgencyBloc Experience.

Chris G. and Northwest Farmer-Stockman logo

Case Study

Northwest Farmer- Stockman Inc.

Learn how AgencyBloc helps Northwest Farmer-Stockman Inc. save 40 hours and over $3,000 dollars a month in time on agent calls, locating information, printing, and mailing documentation.


Read More

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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