Sales Management for Life and Health Insurance Agencies

AgencyBloc's life and health insurance-specific sales management tools take the guesswork out of your sales by allowing you to predict, track, and manage your sales opportunities with ease.


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Build and nurture prospect relationships with lead management software.

Create a conversion-focused process for working leads and opportunities. AgencyBloc’s life and health insurance-specific sales management tools take the guesswork out of your sales by allowing you to predict, track, and manage your sales opportunities with ease. 

AgencyBloc’s lead management tools help you capture your leads and nurture them to improve your chances of conversion. Add an AgencyBloc Opportunity to track their progress through your sales process when they’re ready to buy. 

Use AgencyBloc’s Sales Pipeline to visually create your sales processes for every type of business you sell. Build a pipeline for group health insurance, individual ACA, life insurance, Medicare, LTCI, ancillary products, renewals, and more. 

Building unique pipelines for every line of business gives you better insight to know what’s working and where improvements could be made. When creating your process and your pipeline, ensure they are:

  • All-encompassing
  • Repeatable
  • Sustainable

Keeping that in mind, every life and health insurance sales process has the following five steps:

  • Gather lead/prospect
  • Connect & qualify
  • Proposal presented
  • Paperwork submitted
  • Closed (won or lost)

Jennifer B."AgencyBloc's Automated Workflow has helped us streamline our processes to keep our team more organized. Likewise, the Sales Pipeline has been a game-changer for us. We use it to see our internal processes, and, in the long run, it'll give us better data we can use to improve."
— 
Jennifer B., CSNW Benefits

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  • Customizable Lead Forms

    Capture leads at their peak level of interest with AgencyBloc’s customizable Lead Forms. Add the fields you need, then place the lead form on your website to gather leads immediately. Once they fill out the form, their information is instantly populated in AgencyBloc for you to begin working.

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  • Integrated Visual Sales Pipeline

    AgencyBloc’s Sales Pipeline is a Kanban-style board that is entirely customizable for your agency’s specific needs. Build your pipelines, then add stages, win probabilities, timelines, value, and more. These customizations make your sales process unique to you and give you insight into the health of your sales initiatives.

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