Manage Your Agency

Maintain a more organized and efficient agency with AgencyBloc. Quickly service clients, streamline communication and activities, and process and track commissions.

An Easy-to-Use CRM for Insurance Agencies

Looking for a CRM specific to your industry? AgencyBloc is built with life and health insurance agencies in mind. Import your data and immediately start managing your agency more efficiently.

Groups

Group insurance has many moving parts: individual contacts, company information, policy information, and benefits information. Keep it organized and available with a few clicks, learn where your best group insurance leads come from and never miss a follow-up by automating communication or activities with your group clients and prospects.

AgencyBloc Groups & Policies by Lead Source

Individuals

Every client and prospect is different. Learn how best to retain and sell to each by having relevant information about them always on-hand, even on mobile. See which lead generation methods have worked best and make adjustments where needed. Automatically assign new leads to agents, and automate tasks or communication to be sure an important touchpoint is never missed.

AgencyBloc Individual Detail Screen

Policies

Having difficulty keeping track of all policies sold to a particular individual or a group, where each policy is in the application process or when it’s up for renewal? With AgencyBloc, connect policies with individuals and groups, set up automatic tasks or reminders for important dates on policies, and always be aware of the policy/product makeup of your agency.

AgencyBloc Policy Status and Type Graphs

Agents

Looking for a way to centralize agent paperwork like E&O forms and licenses? Or for a way to track your recruiting and contracting processes? The agent CRM allows your agency to organize information about your agents, whether a two-person agency or large MGA. Your agency can task agents automatically with activities, and you’ll be able to organize the information needed to process commissions and pay agents efficiently.

AgencyBloc Agent Documentation

Carriers

Need a central place to store all of your carrier contacts and websites, or want to know how much business you have invested in each? With AgencyBloc, maintain all carrier information in one area and always be aware of how many policies are with each and identify your top-selling products. With this information, you can make informed decisions on where your business is exceeding and where you can improve.

AgencyBloc Top Carrier Products Graph

Be In Control of Your Commissions

Stop spending time manually processing commissions line-by-line and finally feel in control of your commissions. AgencyBloc makes processing and reconciling simple, helps you recognize missed commissions, and allows you to maintain an overall view of your business.

Process Commissions

With AgencyBloc, enter your commission data via imports or manual entry, and the system will take care of the splits for you. With your commission data in AgencyBloc, you’ll be assured your carriers are compensating you correctly and consistently. Commission data is linked up to the correct policy, agent, and applicable payout rate, allowing you to see total premiums, total commissions payable and net commissions.

AgencyBloc Commissions Processing

Analyze Production

Don’t just process commissions—learn from them. See your commission data in visually appealing charts and graphs, and analyze actual vs. projected commissions. Projected commissions help your agency forecast future revenue and be proactive. With AgencyBloc, you’ll feel assured knowing where your business is currently and where it’s headed.

AgencyBloc Commission Analyzation

Uncover Missed Commissions

Take control of your commissions and get paid everything you deserve. Within AgencyBloc, there are a few different ways to uncover missed commissions through reporting and real-time payment history in the Commission Module. Identify any missing commissions and act on them immediately.

AgencyBloc Uncovers Missed Commissions

Project Your Revenue

AgencyBloc allows agencies to project commissions, analyze current vs. future revenue, and find missing commissions within the Commission Module. With our unique approach, you can model what you expect to earn from the products you sold, and AgencyBloc will project your revenue into the future—it’s even graphed for you.

Automate Your Agency

AgencyBloc allows you create custom automation for individuals, groups, policies, agents and carriers based on your needs.

Get More Done with Less Effort

AgencyBloc’s intuitive automation tools aim to meet the needs of each agency, saving you time and resources. Use industry-specific fields or even custom fields you’ve created to create automated communication or activities. Get rid of paper process guides or cheat sheets, and prevent any important items from being missed.

Policy Not Approved Agent Email or Activity

Automate Activities and Emails

Automatically send a birthday greeting to clients and prospects, or send reminders to agents as important dates, like license expirations, are approaching. Automation keeps your team on task without extra effort or monitoring. Set up workflows to automatically create and assign activities for your important processes like policy renewals and new client onboarding.

Insurance Happy Birthday Email Campaign

Streamline Prospecting Efforts

Use AgencyBloc’s Lead Forms on your website to trigger automated emails and activities. When a prospect fills out your form, automatically assign an agent to follow-up with them and/or send the prospect an email letting them know you received their information. Always remain on top of your prospecting efforts.

AgencyBloc Lead Forms

Monitor All Automated Activity

Gain peace of mind about the automation in your agency—view all activities and emails on your individuals, groups, and policies. See the emails your clients and prospects have received, and take a look at what’s assigned to your agents. Easily pause automation and stop individuals from receiving specific emails.

Email & Workflow Automation