The #1 Agency Recommended Management Platform
AgencyBloc is an agency management system built specifically for life and health insurance agencies. Track prospects and clients, manage policies, process commissions, automate tasks and communication, manage your sales process, run detailed analyses on your book of business, and more. All of your data is kept secure and is easily accessible 24/7 from any device.
Life & Health Insurance CRM
AgencyBloc is designed specifically for life and health insurance agencies who want to run an efficient and organized business. Manage prospects, clients, policies (including enrollments and elections), agents, and carriers in one central location. With AgencyBloc, dramatically reduce the time spent entering data, and quickly and easily find the information you need when you need it.
Learn About the CRM
With AgencyBloc’s industry-specific CRM, you can track more than contacts—something not easily done in a generic CRM. View carrier, coverage type, payment information, enrollments and elections, agent information, and more all from one screen. AgencyBloc integrates with many enrollment platforms so you can focus on selling, not data entry.
More About Policy Management
Your agency has a lot of moving parts—keep track of them all. Assign tasks to yourself and others, and include any important notes and attachments. Sort and filter your to-dos by status, due date, and more to help you prioritize your day. View activities in a list or on a calendar to see your workload at a glance. Plus, use Automated Workflows to automatically assign activities based on criteria you set.
Learn About Activity Tracking