Awesome customer service + software that works = Happy customers!

  • We absolutely love AgencyBloc and the solutions it's given us.

      RosarioUnited American Financial, Inc.
  • The best part is the flexibility and the ease of it. Flexibility is the key when it comes to using AgencyBloc.

      JanisHealth Insurance Advisor, LLC.
  • I recommend AgencyBloc to anybody who's running an agency and trying to keep track of agents, policyholders, and carriers. With AgencyBloc, you've got it all in one single place on the web, accessible 24 hours a day with backup. It's always been on for us. We've never skipped a beat.

      LynnKHI Solutions
  • Automated Workflow allows me to keep in better communication with my clients, and allows me to not have to remember everything I have to do on a daily basis because the workflows do it for me.

      Brian GAvenue Insurance Planners
  • We are currently putting all of our client information into AgencyBloc, and with AgencyBloc, the possibilities seem endless! Reports and information that we often have to take time to collect from different places can be exported from AgencyBloc to a spreadsheet with one click.

      SherylVista Point Insurance Services
  • Of all the systems that we looked into and investigated, AgencyBloc was by far the most functional and had the most advantages at the most economical pricing model.

      Brian KBOST Workplace Benefits
  • AgencyBloc has saved me 80 hours in manual calculations for commissions and I would absolutely recommend them for all your commission needs.

      LoannaMGM Benefits Group
  • AgencyBloc has been helpful, positive, and responsive in helping us address our needs from onboarding to ongoing.

    DavidBrystra Insurance Services
  • The price and functionality to have contact records, notes, activities, policy detail and commission records all in one place got me in. The customer service and AB’s desire to continually improve the product has kept me in.

    William WilliamWilliam Avon Financial
  • This program has saved us hours and hours; I would recommend it to anyone wanting to be more efficient with their commission accounting and client tracking.

    Raeann RaeannInsurance Annex
  • It’s been refreshing to have a system that is easy to use, makes sense for our industry, and has a team behind it that is willing to listen to our feedback and our requests.

    NicoleMcLaughlin & Smoak Benefits
  • My job of configuring commissions has been made so much easier. It's been a life-saver and most of all, time-saver!

    Patrick PatrickDon Allred & Associates, Inc.
  • We love all of AgencyBloc as it has changed they way we do business - not only for E&O reasons, but also for customer sales follow-up and especially our follow-up on claims. Our tracking of clients and prospects for future sales has improved our bottom line. The ease of use has been beyond our expectations and the customer service is outstanding with response times being exceptional.

    Jay JayInsurance Benefits Consultants LLC
  • My experience with this program has been great from the very beginning. It is extremely user friendly and has so many features.It has so many features on it and it allows user to input so much detail about your client. Also, even if you make a mistake, it's very easy to go back and fix without losing data. I've also been very fortunate to have a customer service rep (Degin) who is always around to provide help and support when I need it. Take advantage of the trial so you can see for yourself how great this software is.

    AntoniettaGDR Financial
  • AgencyBloc is a time saver especially when it comes to email campaigns. You can quickly sort out a list of customers to send specific emails to. You can set up automated emails to customers and forget about it. The system will automatically send out your welcome emails, birthday emails, holiday emails, etc. Then, you can check to see who opened the email, how many times they viewed it, and if they clicked on any links. This is a great way to find out how effective your emails are and if you should continue sending them. From my experience, whoever reads your emails the most, happens to be the customer who refers the most.

    MaryExpress Insurance Services
  • Some of the best customer service I have ever experienced, on top of a top notch product that makes figuring commissions so much easier! Worth the time to get it set up!

    Belinda BelindaSenior Benefits Insurance Services
  • We never knew how efficient our business processes could be until we started using AgencyBloc. We love all the capabilities and efficiencies it allows us.

    KathyIlliana Insurance Agency, Ltd.
  • I definitely didn't do enough research when I was originally selecting a program - mainly to track commissions. The original program I used was not set up for Insurance agents. Unfortunately, it was a waste of my time. Thankfully I started asking other agents what they use and one agent highly suggested AgencyBloc. There are so many wonderful features that AgencyBloc offers. It is geared specifically toward agents and commissions tracking has been a breeze. The customer service is effective and efficient. I highly recommend it!

    Kim KimDBG Financial Group, Inc.
  • AgencyBloc is exactly the tool I was looking for, and the support and guidance is absolutely what I would need. This is an amazing group of people that know their business and understand and GET my needs. GREAT JOB!

    Susan SusanHealth Insurance In Kansas City
  • AgencyBloc has been an extraordinary help to our agency during our first Individual Health and Medicare Open Enrollment. The reports are easy to use and have helped drive renewal business reviews and account rounding opportunities. It is always a pleasure speaking with AgencyBloc customer support when we have questions; they are knowledgeable, patient, and polite, every single time. We are a small agency and this product works great while being affordable!

    Crystal CrystalCentury Health Solutions, Inc.
  • With any new product you are going to have lots of questions that come up. The team at AgencyBloc have gone above and beyond helping me with any issues. I've been working closely with Tori and I have to say she is wonderful to work with. She is professional, quick to respond and has really grown to know my need for the software.

    Tarran TarranSenior Financial Group