Testimonials

Awesome customer service + software that works = Happy customers!

  • AgencyBloc has helped us build our business. It's the perfect tool for benefits professionals. I think whether you're a general agent, one-man agency or a 25-person agency, AgencyBloc is perfect.

      DominicBenefit Profiles Inc
  • AgencyBloc has been a fantastic addition to this agency. We are efficient, organized, professional. The activity feature keeps us on top of our schedule and allows us to retain a concise record of contact with our clients.

      LisaLisa Reynolds Insurance Agency, LLC
  • Before AgencyBloc, we spent upwards of 15 hours a week manually uploading commission statements; now we're spending a measly 1-2 hours a week on commissions. We also rely heavily on the missing commission reports that we can easily generate. We've been able to find hundreds of dollars in payments we would have simply missed last year. AgencyBloc has become the backbone of FG Insurance; we don't know what we'd do without you guys.

      CassandraFG Insurance
  • We went from having 2 people spending 5 full days to process commissions to less than one day and only one person with AgencyBloc's system.

      GrantBarra & Associates LLC
  • Automated Workflow has helped our team stay organized and operate in the most efficient manner possible. It has really helped us build out our client service model and stay organized as we continue to utilize their great products going forward.

      NedHavern Benefits Strategies
  • AgencyBloc has changed the way we do business. We use it for everything from production reports to commission reports. I highly recommend any agency that is seeking to streamline their business to give AgencyBloc a serious look.

      TyeIntegrity Senior Benefit Advisors, LLC.
  • 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.

      BrianAvenue 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
  • AgencyBloc is the most functional and advantageous at one of the most economical prices. We now pay over 200 brokers and agents on a monthly basis, cut processing time by 30%, and our volume has increased 10 times.

      BrianBOST 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
  • We got through Open Enrollment and AgencyBloc was a huge help! It is very easy to use and we haven't had any issues. We couldn't be more pleased as it does everything we were looking for and more. Honestly, I've used BenefitPoint, Goldmine, and GBS in the past and AgencyBloc is by far the easiest and most user friendly system of them all.

    Rebecca RebeccaFitzgibbons Arnold & Company
  • Before we purchased AgencyBloc, I was spending a good majority of my time simply inputting commissions. This was all done by one person (me!), and I was simply not able to keep up with this exhaustive process, and take care of our customers and their respective issues to boot. Since utilizing the commission feature on AgencyBloc, I now have the necessary time to help our customers and spend the time with each and every one of them. No more working nights and/or weekends just to keep my head above water. Also, the customer service that AgencyBloc extends is absolutely beyond compare. Our rep never fails to respond to our pleas for help (regardless of how trivial), and gets back to us the same day, and usually within the hour even. THANK YOU so much! I would highly recommend AgencyBloc to any insurance agency that is looking to streamline and organize their customer base. With AgencyBloc, you can be as detail oriented as you like, and rest assured that they will be there to assist you 100%.

    CathyCamas Prairie & Seyer Insurance
  • I value AgencyBloc a lot. The automated drip campaigns especially are my favorite. I've been able to save 50 hours every Open Enrollment period just in client communications.

    Patrick PatrickIntegrity Insurance
  • 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.
  • We moved from GBS to AgencyBloc in 2016. The difference is night and day. All of our client information is available and easy to search and find. AgencyBloc did a mass transfer of information from GBS to AgencyBloc at the inception of their service. Although there were some updates that had to be done after the fact, the system is very user friendly and we did not lose any information. We like that we can set up scheduled phone calls to clients, and create follow up activities that show up in our dashboards. We also set up the birthday email function so our clients receive a birthday message from us. It has been well received. I feel that the system has much more potential that we have not yet tapped into yet with reporting. Looking forward to using the system to it's fullest potential.

    Connie ConnieWevodau Insurance & Benefit Strategies, Inc.
  • I wish we would have switched to AgencyBloc sooner because the system is such a good match for our agency. It does exactly what we hoped it would do, and I wish we’d have found it earlier.

    Amy AmyAltura Benefits
  • 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
  • Our agency is more efficient, communications are more centralized, and lead distribution is trackable and quantifiable. AgencyBloc has truly automated our entire agency and has become our full-office agency management system.

    Jason JasonMilz Health Group
  • 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.
  • I have found everyone in the company to be very helpful and supportive.

    Rick RickGoodman Agency
  • It is not only user friendly, but adaptable to my needs. I can make changes in certain areas to custom what I am looking at. I have been using this system since 2013 and will tell you there is no better on the market today. The customer service is second to no one. I call and they respond immediately to most of my issues. What really impresses me is what I jokingly call my Christmas list when I call in with a suggestion. You see, if I feel like there is something missing that I would like to see implemented they carefully listen to me and ( not always ) but a lot of times have implemented the idea. We service approximately 45-50,000 employees and around 200 groups with this system. I believe ( and I have investigated ) that this is the best system in the market place that you can use to service your customers. I highly recommend them to everyone.

    Jay JayInsurance Benefits Consultants LLC
  • 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
  • Fabulous software, we love it and feel so much more organized! The customization for fields is my favorite part, because even though the framework there is fabulous, every broker has different things that you need to track for clients. It's super quick to edit and organize. Before this, we were using multiple documents on an intranet and this just pulled everything together for us. Super easy to use!

    Kayla Kaylaefg&m Benefits
  • Finally, an agency solution for a health agency!! We have been looking for a product like this for years! Support has been excellent, and for our agency it works perfect.

    Scott ScottDon Allred & Associates, Inc.
  • 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.
  • Great management tool. Smart and linking features help tremendously. I like the ability to quickly find a client and supporting information. And linking a relative or spouse can simplify changes when updating information.

    Guy GuyBarra & Associates, LLC.
  • I am so happy we found AgencyBloc. Creating activities is a great way to stay on top of tasks and keep up on the day to day in the office. We have tried other client management systems and this one really takes the cake. I think the best part of it is the customer service and the willingness to keep changing and making it better.

    Shea SheaRJS and Associates Insurance Services
  • 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
  • We have been very impressed with their system. It gets the job done and is extremely user-friendly. We would highly recommend this to anyone considering an Agency Management System.

    Shelly ShellyShelly Alvarez Insurance & Financial Services PLLC
  • AgencyBloc's commission tables and import mapping will save us hours of time each month in calculating commissions. The search feature will help us to answer agent questions quickly. We are very satisfied with AgencyBloc and would highly recommend it to anyone looking for a commission tracking software program!

    Trish TrishBOST Workplace Benefits
  • We've been able to cut our time processing commissions by 75%, saved nearly $33,000 every year in employee time, and have gained 90 hours back every month. Switching to AgencyBloc was the best decision I made as a commissions manager.

    Leslye LeslyeJTS Financial
  • AgencyBloc is a wonderfully robust and easy to use Life and Health Insurance agency management tool. Many AMS programs are strong in the sales and prospecting portion but lack in the management of new and renewal business. AgencyBloc is the only option that I have found that is powerful on both sides. The added benefits of managing our product portfolio and agents in the same program has worked out great. Everything we need is one log-in away.

    Crystal CrystalCentury Health Solutions, Inc.
  • 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.

    Mary MaryExpress Insurance Services
  • 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.

    Nicole NicoleMcLaughlin & Smoak Benefits
  • AgencyBloc is the single best all-in-one insurance platform out there - and I've used just about all of them as the IT Director for Custom Health Plans. Absolutely any part of the system can be found from a top level search, and the lead system especially has unparalleled versatility for customization. It's even possible to post directly into the CRM, and combined with the autoresponder capability, you can have an instant-deploy message go out the moment a lead comes in. It also has a very Google Calendar-esque notification function built in, so you'll never miss a lead having a birthday or with a policy running out. Last but not least, the staff are super responsive, and listen to agents' requests for new features or tweaks to existing ones.

    SteveCustom Health Plans
  • AgencyBloc keeps my practice on track very easily. It’s a great tool to keep in close contact with my clients and to track the thousands of things that have to be done every week. It’s just an easy way to keep me on top of my agency.

    Dan DanAltus Retirement Services, LLC
  • 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.

    Kathy KathyIlliana Insurance Agency, Ltd.
  • AgencyBloc has been helpful, positive, and responsive in helping us address our needs from onboarding to ongoing.

    David DavidBrystra Insurance Services
  • We have been using AgencyBloc as our CRM database for over three years. We are extremely satisfied with the database and the company. Their response time to questions or concerns is excellent and they keep updating the database to provide more options we didn't even know we wanted. I would highly recommend this database to any business that needs to use a CRM system.

    Wendi WendiStateline Senior Services
  • We love AgencyBloc!! It is so wonderful to find information regarding our clients in one data storage location. The software has streamlined how and what information we keep track of. What we appreciate most about AgencyBloc is, as they have grown they have not lost sight of what is most important when it comes to software and that is "Customer Service". In the three years since I have been using AB I have always had my questions answered on the first call. Not once has someone had to call me back to resolve an issue. This is huge!!

    Danette DanetteGrace and Porta Benefits, Inc.
  • Before AgencyBloc, our office used a separate spreadsheet for every activity - tracking phone calls, files for quotes, and another for current business. One question from a client could take 5 minutes to answer simply because we had to locate in WHICH spreadsheet the info was hidden. Now everything is in one location. All communications, policy, and follow-up information is in one place. We would be lost without this product!

    SaraMarie SaraMarieInsurance Advocates
  • I like that information on carriers, clients and policies are online and accessible at our convenience. Even if out of the office, we can access policy applications and our communications quite easily as long as we have internet access.

    BillThe Edgar Group
  • AgencyBloc is a fantastic product—easy to use, actually fun to intergrate. I have the opportunity to work with a lot of software, and I truly enjoyed deploying AgencyBloc. I would highly recommend this product to any agency tired of managing and tracking commissions via spread sheets. Please feel free to contact me directly with any questions. Great product!

    Chris ChrisGizmo Health Insurance
  • AgencyBloc has made our office more efficient and has saved us time and money. Within the first year we recovered over $20,000 in unpaid commissions!

    Ellen EllenComprehensive Financial, Inc.
  • I was looking for a system that could handle all of my client specific information along with keeping track of my commissions and the commissions that I pay to other brokers. After reviewing numerous systems, it was clear that AgencyBloc was the right choice. Their system was very intuitive and easy to use. I was able to load all of my client information into their system in a short period of time. If I had a question, their Customer Service team responded quickly.

    Frank FrankFranklin Employee Benefits LLC
  • All of your employees that I have talked to are wonderful to work with, but mainly the ease of the software is great.

    Julie JulieInsurance Marketing Group/Senior Security Benefits
  • This is one of the most user friendly programs I have ever used. And, should you find something that is not user friendly for you, you are one phone call away from getting it fixed. You call one number, you talk to a live person who transfers you to the live person you requested and your problems get solved right away. This could not be easier.

    TiffanyFirst Legacy Financial Group, Inc.
  • AgencyBloc was easily the most cost effective and easy-to-use Commission system we looked at. We have been using them now for the past two years—service is great, the people are knowledgeable and friendly. Just outstanding customer service.

    JeffGateway Insurance Marketing
  • Everything has been relatively easy. Running reports, searching for specifics, making changes, marketing, etc...the biggest negative is getting used to the email campaign system and limitations. Love the fact that AgencyBloc is also integrated with other systems we use (Rocket Referrals, ACAExpress etc...)

    Jill JillABC Healthcare Plans, Inc.
  • This program has helped us streamline claim issues and better serve our clients. As a small agency we are extremely pleased with the program.

    Patrick PatrickOneSource Benefits LTD.
  • Everyone here at Sams/Hockaday is really happy with the sense of control they have now with AgencyBloc.

    Jason JasonSams/Hockaday