Lead & Sales Management

Build and nurture prospect relationships with lead management software.

Create a conversion-focused process for working leads and opportunities. AgencyBloc’s life and health insurance-specific sales management tools take the guesswork out of your sales by allowing you to predict, track, and manage your sales opportunities with ease. AgencyBloc’s lead and sales management tools help you capture your leads and nurture them to improve your chances of conversion.

Lead Management Tools

When it comes to leads, speed-to-contact is the #1 goal. AgencyBloc's lead management tools help you stay ahead of the curve and allow your agents to act quickly on new incoming leads.

Create customizable AgencyBloc Lead Forms and build nurture-focused workflow automation to notify your team as soon as a lead comes in. Automating your lead follow-up process allows your team to work smarter and increase conversions with the competitive edge of knowing about new leads sooner.

Sales Management Tools

Equip your team with the tools they need to efficiently convert prospects into clients. AgencyBloc's sales management tools help you manage the entire sales process from interested to invested. Use dedicated workflow automation to create a prospect touchpoint process that never falters, and analyze your success with sales-specific reporting and analysis.

See Real Agency Experiences

See All Testimonials

"Thanks to AgencyBloc, our office has been able to focus our efforts on selling more policies and spending more time interacting with our clients. Our sales are up 11% in the last year. Moving to AgencyBloc upgraded our ability to interact with our clients, our mental health, and our workflow. I’m so happy we made the switch. My only regret is that we didn’t do it sooner."

Melany P.
The Integrity Group

"AgencyBloc's Sales Pipeline works! I am able to add new opportunities, track them through to completion, and create views that let me know in an instant what opportunities are open and working."

Kevin K.
3to99

"We have been very satisfied with AgencyBloc. With the new Sales Pipeline, we are able to track our leads even better than we had hoped for. AgencyBloc gives us the ability to track all activities and have an easy way to find the history for any action taken over time. We are able to track individual client information and group clients in such detail that it was an obvious move for us."

Renee W.
Southwest Insurance Solutions

"AgencyBloc is amazing, simple to use, user friendly, and has impeccable staff. They are always looking for new ways to improve and truly listen to their clients. They recently launched a sales pipeline feature that has truly changed the game for a one-stop-shop for all things CRM and insurance management! Must try!!"

Trudy P.
Diversified Life Solutions Brokers Ltd.

Explore More Sales Enablement Solutions

Looking for more? Explore our suite of industry solutions.

Quoting & Proposals

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

Learn More
Customer & Policy Management

With a suite of industry-specific tools, AgencyBloc makes managing your health and life insurance business simpler.

Learn More
Commissions Management

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

Lead & Sales Management for Life & Health Insurance Agencies