#1 Agency Recommended Management System

Morten Sorensen

My bottom line is really that I wholeheartedly recommend this system.
—Morten S., InsMed Insurance Agency
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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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Renee D., Varney & Company Benefits Advisors

"AgencyBloc's level of security gives us peace of mind that our data and our clients' data is heavily protected, while still allowing our employees to easily access it on-the-go to best serve our clients."


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."

  • My only regret is that I didn't do this sooner. I wish I had done AgencyBloc from the very beginning. Is AgencyBloc an investment? Yes. Does it cost money? Yes. But is it worth it? Absolutely.

    Debra L. Debra L. Benefit Choice Advisors, LLC.
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  • I was documenting all of my client information via an Excel spreadsheet. It was so hard to manage. Matter of fact, it was downright insane! I'm telling you, you've got to get AgencyBloc. There is no other system. I couldn't do anything without it!

    Kaylavon M. Kaylavon M. MediSolutions, LLC.
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  • During Open Enrollment 3 years ago, AgencyBloc saved me 40 hours of time. I pulled 2 paper files during the whole OE period. Last year, we saved even more time. Honestly, I can't tell you when, in the last year and a half, I've pulled a paper file.

    Pam S Pam S. Redline Health
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  • 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 R 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 A. 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 V. 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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  • 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.

    Tye W Tye W. Integrity Senior Benefit Advisors, LLC
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  • My data came from a program we'd been using for 15 years. When we moved over to AgencyBloc, my data was in a fashion that it was all usable. Meaning, we didn't have to go through and re-sort, move things around, or trick the system to do what we needed it to do.

    Joe K. Joe K. Joseph Kidushim Insurance Services
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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
  • 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
  • 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
  • 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.Sonic Insurance
  • 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 proved to be a PERFECT CHOICE for our office. My overall experience with AgencyBloc is 100% SATISFIED. My only regret is that I didn't change sooner, as this is a MUCH BETTER SYSTEM and MUCH EASIER TO WORK. We look forward to a very long relationship.

    Gary B. Gary B.Gary S Becker, Inc.
  • Using AgencyBloc gives us a leg up against other agents/agencies because we’re able to track and manage our commissions in ways no one else can. Nobody has the capabilities of tracking and paying splits; it’s a marketing angle for us to ‘acquire’ other books-of-business. The system is logical and makes sense and has helped us make our process much more streamlined and efficient.

    Matt M.InsureOne Benefits
  • 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
  • Since starting using Automated Workflows less than 2 months ago, I've written 6 new clients and I have received 6 referrals for new business. AgencyBloc allows me to set up a workflow timeline for my entire book of business "hands off". The staff gets an email 10 days before a client's birthday and immediately following a new client's onboarding. I have provided a custom script to my staff, all they need to do is hand write the card. AgencyBloc is a very powerful system for automating those mundane tasks, it's so easy!

    Danny M. Danny M.Medicare101.net
  • 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
  • AgencyBloc has taken my business to the next level. I worked at a small agency, it took the owner hours to do commissions each month and I never really trusted that they were being paid appropriately. AgencyBloc, is a HUGE weight off my shoulders. There are so many tools to help keep me efficient and my clients love the communication. Now I don't have to hope my commissions are being paid correctly either. Their staff is knowledgeable and engaged in the entire process. I would highly recommend AgencyBloc.

    Marcie S. Marcie S.KHI Solutions
  • AgencyBloc is very user-friendly. The reports are quick and uncomplicated. Compared to our last database, which was GBS, AgencyBloc is a walk in the park.

    Katie M. Katie M.JMS Brokerage
  • 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
  • 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 A. Rebecca A.Fitzgibbons Arnold & Company
  • We have found AgencyBloc invaluable to the organization of our client data. We use reports to help us set goals and track progress, email marketing to reach out to clients on a regular basis, automated workflow to make sure we do not miss important tasks, and notes and activities to assign future tasks! This program has helped us to be more efficient and professional.

    Tara W. Tara W.Westhouse Insurance Agency, LLC
  • AgencyBloc is the second CRM we have used and hands down the very best! The program has been the most user-friendly. I have been nothing but impressed with the ease of use. Phenomenal customer service!! I have recommended AgencyBloc to other colleagues and I recommend AgencyBloc to you as well.

    Brenda H. Brenda H.FD Insurance Agency
  • We started our agency just over 10 years ago. AgencyBloc, it is amazing. The system is User Friendly, Cloud Based and Affordable. We are also able to use it for both P&C and L&H. Whether you’re all in one office or your employees are home-based and spread across the state, AgencyBloc can work for you. We give AgencyBloc a thumbs up and recommend them highly

    Steven W. Steven W.Ideal Solutions Insurance Services, Inc.
  • 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 and 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
  • 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.
  • AgencyBloc is a really good CRM. I like that it is robust yet allows us to be nimble regarding the level of detail we keep for our clients. Perfect for what we use it for and the customer service is excellent.

    Ken B. Ken B.Genesis Life & Health
  • AgencyBloc is the best investment our small agency has made. As our business has grown so has our use of AB. What sets them apart is that they listen to your needs and are always developing their platform to accomodate their users. It is flexible enough to work for anyone.

    Tasha S. Tasha S.CBI65 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
  • 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, Inc.
  • 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
  • AgencyBloc has helped our agents to be more efficient and effective with our business and with our clients. It allows me to keep track of our clients for mailing lists, track client notes, and track the commissions earned for each client. We split commissions on many of our shared clients and AgencyBloc simplifies this process for me saving me countless hours of work!

    Shirley V. Shirley V.Advantage Insurance Benefits
  • We've said again and again, the level of personalized customer service and support we've received during and after our transition to AgencyBloc has been phenomenal!

    Nicole B.Allegacy Benefit Solutions, LLC
  • AgencyBloc has been a great solution for my health insurance office. I used to struggle with a generic CRM to make it specific to health insurance. There was always something missing. Now it is a breeze to track clients, policies and conversations. I highly recommend AgencyBloc as your CRM if you sell any health insurance product.

    Tammy M. Tammy M.McGregor Benefits
  • You guys are in my top 3 businesses to deal with of all time. I have had my own business for 33 years. AGENCYBLOC ROCKS!

    Art E.North Carolina Insurance Planning Services
  • With AgencyBloc, we are achieving so much more than we were with our old system.

    Valerie M. Valerie M.Group Benefits, Ltd.
  • 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.
  • 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. The customer service is second to no one. I highly recommend them to everyone.

    Jay B. Jay B.Insurance Benefits Consultants LLC
  • 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. Melany P.The Integrity Group
  • 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.
  • 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.
  • The greatest value, from my standpoint, is that it has allowed us to do a deep-dive into the analysis of our book of business. It has uncovered things we didn’t know and reassured things we thought we knew.

    Reymond S. Reymond S.Montgomery & Graham
  • I have found everyone in the company to be very helpful and supportive.

    Rick G. Rick G.Goodman Agency
  • I use AgencyBloc several times a day! It's one of the tools that makes my work easier.

    Kathy W.FBC Insurance, Benefits & Consulting
  • AgencyBloc is the most user-friendly Agent program we have ever used!!! It is a dream come true!

    Sherry N.Health Market Group
  • 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
  • We are extremely pleased with AgencyBloc. Of significant value is the customization features that allow us to build the data we want, allowing us to manage multiple coverage types within one system.

    Bruce B. Bruce B.Genesis Financial
  • 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
  • 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
  • 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
  • The system is very user-friendly, easy to navigate through, and easy to do our commissions processing. There is a lot of software where you go ‘oh my god’, but I think the layout of the whole system is really great.

    Dusty D. Dusty D.Davenport & Associates Insurance
  • 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
  • AgencyBloc is extremely user-friendly and we can find what we need very easily. Our small Medicare office of 5 feel being able to read the activities of each other is critical for our clients. I highly recommend AgencyBloc.

    Bambi M.Senior Advisory 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
  • 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
  • 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.
  • 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.
  • 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
  • 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 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
  • 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.
  • 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.
  • 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.
  • 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
  • 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
  • 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
  • AgencyBloc is very modern, quick, and just administratively simple. In employee time alone, we save $6,000 annually which covers a subscription to software like AgencyBloc or Employee Navigator. The simplicity and time savings we’ve found with AgencyBloc have been great.

    Joe F. Joe F.Foy 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.
  • 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.
  • 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
  • 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 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
  • 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
  • I've been using AgencyBloc for over 8 years now and it is so worth the switch. They have implemented new, useful tools and it seems like they are always working on new things to make it better. The reps are great and they are always a quick response away for a question or concern.

    Nicole T. Nicole T.KHI Solutions
  • 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
  • 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
  • For those of us in the Life & Health field, 98% of the fields in AgencyBloc are useful in what we need to store our material. Items are very easy to find in the attachment section, and benefits at a glance are faster for us to find when we get a call from our clients.

    Jean L.TCU Insurance
  • I finished commissions in record time this month—5 hours!!! Down from 5 DAYS with our previous CRM!! Thank you, thank you, thank you!! We love AgencyBloc!!!!

    Verlee B. Verlee B.SIMA Benefits Consulting Group
  • I can’t express enough how user-friendly AgencyBloc is. The ease of it makes my life so much easier. Commissions use to take me a day or two using our old program. Now I’m done in 20-30 minutes. Customer service, should you need anything, is absolutely a joy to work with and super friendly! I highly recommend AgencyBloc to anybody considering a more user-friendly database—you won’t regret it!

    Tammy K.Riske Brown
  • Agency Bloc has been a valuable asset and was easy for us to transition to. They were very helpful in moving our data from the old system and helping us with the initial customization. Since then, it has been easy to use and includes some features that we were not used to, but cannot imagine being without now.

    Scott S.Snowden Insurance