#1 Agency Recommended Management System

Grant Barra

While we do not normally provide public testimonials, an exception was made because of the level of service provided. 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.
—Grant B., Barra & Associates LLC
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Ned H., Havern Benefits Strategies

"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."

 

Rosario O., United American Financial, Inc.

"We’ve been using AgencyBloc for a few years now, and it’s been a tremendously valuable tool for us. It’s helped make our office more efficient and definitely more profitable. If you’re looking for a tool to enhance your day-to-day operations, I highly recommend AgencyBloc."

 

Lynn S., KHI Solutions

"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."

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Tye W., Integrity Senior Benefit Advisors, LLC

"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."

 

Dominic S., Benefit Profiles Inc.

"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."

  • 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.

    Lisa Reynolds Lisa R. Lisa Reynolds Insurance Agency, LLC
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  • 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've been able to find hundreds of dollars in payments we would have simply missed last year.

    Cassandra Cassandra A. FG Insurance
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  • I think one of the best things that I like about AgencyBloc is that it’s idiot-proof. You don’t have to go out and find ‘AgencyBloc for Dummies’. When you have a concept of where something should be in the system, it’s right there; it’s right where it should be.

    Janis Janis V. Health Insurance Advisor, LLC.
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  • 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 G. Brian G. Avenue Insurance Planners
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  • 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.

    Sheryl C. Sheryl C. Vista Point Insurance Services
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  • 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.

    Brian K. Brian K. BOST Workplace Benefits
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  • AgencyBloc helps me manage 30 carriers, 4,000 policies, for over 400 groups. AgencyBloc has also saved me 80 hours in manual calculations for commissions and I would absolutely recommend them for all your commission needs.

    Loanna W. Loanna W. MGM Benefits Group
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  • We’ve found the reports to be extremely beneficial in helping us track our book of business. By using the cross-sell report in AgencyBloc, our top two brokers have each been able to grow their life books of business by 20%!

    Mark B. Mark B. Thompson-Brooks Insurance
  • We got through Open Enrollment and AgencyBloc was a huge help! We couldn't be more pleased; it does everything we were looking for and more. I've used BenefitPoint, Goldmine, and GBS, and AgencyBloc is by far the easiest, most user-friendly system of them all.

    Rebecca Ash Rebecca A. Fitzgibbons Arnold & Company
  • Since utilizing the commission feature on AgencyBloc, I now have the necessary time to help our customers. Also, the customer service that AgencyBloc extends is beyond compare. With AgencyBloc, you can be as detail oriented as you like, and rest assured that they will be there to assist you 100%.

    Cathy B.Camas 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 O. Patrick O.Integrity Insurance
  • AgencyBloc has been an extraordinary help to our agency during our first Individual Health and Medicare Open Enrollment. It is always a pleasure speaking with AgencyBloc customer support when we have questions; they are knowledgeable, patient, and polite, every single time.

    Crystal S. Crystal S.Century Health Solutions, Inc.
  • In the year since we’ve been with AgencyBloc, we’ve doubled our agent force and increased our bottom line 100%. I’ve gained back 30% of my time managing commissions, policies, and other back-office work. AgencyBloc has given us the confidence to grow our agency and tap into underutilized potential.

    Melissa H. Melissa H.Harvey Insurance Group, Inc.
  • We moved from GBS to AgencyBloc in 2016. The difference is night and day. 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.

    Connie C. Connie C.Wevodau Insurance & Benefit Strategies, Inc.
  • AgencyBloc gives us the power to truly be professional. When a client calls, within seconds we can have them on our screen and see our past conversations. Before, we could only capture 20-30% of our missed commissions, now we’re able to rectify over 90% of our outstanding payments. AgencyBloc gives us the tools and the confidence grow because we know where and how we’re growing.

    David H. David H.Hübler Insurance Services
  • With AgencyBloc, the biggest thing for us is the time savings, especially concerning manual entry. We’ve been able to gain back 250 hours every year resulting in a savings of $4,000. The savings and ease are the most beneficial things we’ve found as an agency.

    Phillip T. Phillip T.D&S Agency
  • 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 L. Amy L.Altura Benefits
  • I am 70 years old, had retired, and have never used a software such as this. It's easy. There are so many facets of the software to help market products to anyone. It's perfect for storing all of our files in one place and at our fingertips. AgencyBloc listens to us and is always there for us immediately on chat support.

    Sandra J.Huebner Insurance
  • 100% of the reason why we went with AgencyBloc was the customer service. They promised us that they’d be there to assist us in transitioning and training, and they delivered. The ease of use is great. We’ve cut our time processing commissions by 75% and have gone from spending 2 full days on statement imports to only 1 hour each month.

    Sandy R.Parks Insurance, Inc.
  • 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 A. William A.William Avon Financial
  • We moved to AgencyBloc from another platform and the transition was painless. Can't say there is anything I don't like. We have better client organization, tracking, in office communication, and processing which has increased productivity greatly. It's super user-friendly and a great platform to keep business organized.

    Nathan A. Nathan A.Hutchison Insurance Services
  • What we’ve accomplished in one year with AgencyBloc far exceeds what we accomplished all those years with GBS. We’ve saved $30,000 annually on generating reports and are retaining 90% of our business since moving. It’s the best software decision this company has ever made.

    Jeannette T. Jeannette T.Health Insurance Store
  • 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 M. Jason M.Milz Health Group
  • It's rare to find a product that not only meets, but also exceeds your expectations like AgencyBloc does. This software gives me the ability to keep track of clients and truly understand my business. The reports function allows me to run a custom report in literally seconds. In addition, the ability to create a follow-up activity for a client or prospect has provided me one software that keeps my team completely on top of follow-ups! I have referred several colleagues to AgencyBloc.

    Joe C. Joe C.Senior Preferred LLC
  • My job of configuring commissions has been made so much easier. It's been a life-saver and most of all, time-saver!

    Patrick A. Patrick A.Don Allred & Associates, Inc.
  • I have found everyone in the company to be very helpful and supportive.

    Rick G. Rick G.Goodman Agency
  • 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 B. Jay B.Insurance 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 L. Belinda L.Lang 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.

    Kayla F. Kayla F.efg&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 A. Scott A.Don Allred & Associates, Inc.
  • What we like most about AgencyBloc is it is insurance industry specific and that we are able to tailor it to our specific wants and needs. With AgencyBloc, our client files are now always with us.

    Bill B.Blanchard Independent Insurance
  • 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 G. Kim G.DBG 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 R. Guy R.Barra & Associates, LLC.
  • I am so happy we found AgencyBloc. Creating activities is a great way to keep up on the day-to-day. We have tried other systems and this one really takes the cake. I think the best part of it is the customer service and the willingness to keep making it better.

    Shea B. Shea B.RJS and Associates Insurance Services
  • AgencyBloc is a great CRM. Being able to connect a client with a spouse, a referral partner, or a group account is critical for us. This software makes it easy to do all of that. I wouldn't change even if they charged me more!

    Mark S.My Family Health Insurance
  • 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 A. Shelly A.Shelly 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 A. Trish A.BOST Workplace Benefits
  • AgencyBloc is exactly the tool I was looking for, and the support and guidance is absolutely what I need. This is an amazing group of people that know their business and understand and get my needs.

    Susan J. Susan J.Health Insurance in Kansas City
  • This has made our tracking of clients and customer service so much better. And it is easy to train my staff and agents to use as well no matter their level of knowledge with previous CRMs. I love this software!

    Angela D. Angela D.Eagle Group Associates, Inc.
  • 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 G. Leslye G.JTS Financial
  • My experience with this program has been great from the very beginning. It is extremely user-friendly and has so many features. I've also been very fortunate to have a customer service rep who is always around to provide help and support when I need it.

    Antonietta M.GDR 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.

    Mary D. Mary D.Express Insurance Services
  • The software is very user-friendly and it's very easy to train new employees. The new hires have a very small learning curve; they're up and running day one. Adding clients is very easy and quick. The stability of the software has been the best part of using AgencyBloc.

    Denise M. Denise M.Choice Enrollment
  • 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 W. Nicole W.McLaughlin & 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.

    Steve P.Custom Health Plans
  • Not only is AgencyBloc’s software compatible with our computer system, but it also works from any device. 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 B. Kathy B.Illiana Insurance Agency, Ltd.
  • AgencyBloc has been helpful, positive, and responsive in helping us address our needs from onboarding to ongoing. It’s allowed us to present ourselves professionally and maintain office transparency. We’ve been extremely pleased with the individualized attention they give their clients and their desire to always be improving their system.

    David B. David B.Brystra Insurance Services
  • 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.

    Wendi J. Wendi J.Stateline Senior Services
  • 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".

    Danette B. Danette B.Grace and Porta Benefits, Inc.
  • Before AgencyBloc, our office used a separate spreadsheet for every activity. 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, all communications, policy, and follow-up information is in one place. We would be lost without this product!

    SaraMarie B. SaraMarie B.Insurance 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.

    Bill E.The Edgar Group
  • 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 L. Ellen L.Comprehensive Financial, Inc.
  • AgencyBloc is fantastic as a system, but it’s better because of the team behind it. They’re always there to give us support on the spot. Knowing that we can always pick up the phone and call them, it’s as valuable as the system to us.

    Christine H. Christine H.Hübler Insurance Services
  • It's easy to use and I like that I can look back on all my past commissions. I would recommend this to anyone looking for an easy commission program!

    Heather C.Fortune Brokerage Group
  • 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 P. Frank P.Franklin 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 J. Julie J.Insurance 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.

    Tiffany L.First 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.

    Jeff S.Gateway 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 B. Jill B.ABC 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 P. Patrick P.OneSource Benefits LTD.
  • AgencyBloc allows our agents to operate much more efficiently now that they have access to their data and they can access it from their phones! Everyone here at Sams/Hockaday is really happy with the sense of control they have now with AgencyBloc.

    Jason F. Jason F.Sams/Hockaday
  • It's the perfect customer database software for the insurance agency. It is designed around what information I need to track for my customers so the reports are helpful. I am so glad I am not paying for more than I needed. I looked at Salesforce, but it was too much for a small agency like mine. When my general agency recommended AgencyBloc, it was perfect.

    Deborah M. Deborah M.McKay Insurance Services, LLC.
  • 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
  • Having used many databases in the ins/healthcare field over the years, I find AgencyBloc to be the most complete, user friendly program I've ever worked with. I particularly appreciate the ability to add notes and fields when necessary.

    Debbie L.Illiana Insurance Agency, Ltd.
  • The team at AgencyBloc have gone above and beyond helping me with any issues. I've been working closely with customer service, and I have to say they are wonderful to work with. They are professional, quick to respond and has really grown to know my need for the software.

    Tarran TarranSenior Financial Group
  • With AgencyBloc, we are achieving so much more than we were with our old system.

    Valerie ValerieGroup Benefits, Ltd.
  • AgencyBloc is a fantastic product—easy to use, actually fun to integrate. 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.

    Chris F. Chris F.Gizmo Health Insurance
  • I have been using AgencyBloc for my small agency since May of 2012. I am able to keep track of my client's notes, activities, pdf attachments and emails all in one place. The customer service is second to none, they are always willing to take my phone calls and answer any questions I have. After using this system for over 2 years I still have no regrets and am happy I made the switch!

    Chandra H.Century Oak Insurance Services, LLC
  • Being this is my first agency management system, AgencyBloc has been a very easy program to use and understand. Their service has also been outstanding! I couldn't be happier with my experience with AgencyBloc.

    Michael M. Michael M.Helpyourselfinsurance.com
  • You answer your telephone. No phone tree. If I need help getting something customized to my agency, they help me accomplish that as well. I tried no less than 5 CRMS prior to making the investment with AgencyBloc. And from my initial call with sales to my continued support with customer service, I am beyond pleased.

    Melissa H. Melissa H.Hunt Insurance Solutions
  • The staff at AgencyBloc have been available, helpful, patient, professional and very easy to work with. The implementation of AgencyBloc replaced a tedious, manual process (using Excel pivot tables) to manage a very unique and complicated commission tracking and payout need. Having the information backed up regularly and web access was crucial to our firm.

    Ana A. Ana A.Executive Benefits Group
  • I love how this is setup specifically for Life and Health agents. There are an endless amount of customized reports that can be ran. This is setup so that if you are a single person or if you are an agency or even if you oversee multiple agencies this is built for it.

    Joshua D. Joshua D.Davis Insurance Resource
  • I have used AgencyBloc for some time now. I have been very impressed with the ease of use and especially the customer service that I have received. They are attentive to our needs as a Health/Life Insurance Agency. It has made my record-keeping run much smoother. Not to mention the ease I have had tracking commissions! I would highly recommend AgencyBloc!

    Nora B.The Insurance Man