Agency Management System for Group Benefits Insurance Agencies

Agency Management, Simplified

As an employee benefits agency, it can be hard to keep all of your records organized and in one place for each and every one of your clients and their numerous policies.

AgencyBloc was designed with you in mind – so that you can spend less time building a CRM to suit your needs and more time focusing on keeping a healthy, strong book of business. And with seamless, secure integrations with enrollment platforms like Ease, Employee Navigator, and more, managing your business and staying organized is easier than ever before.

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"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

"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.
Capitol Benefits Group

"AgencyBloc has been an integral part of my business for the past 7+ years. It has helped me scale my book of clients as well as bring on other agents. It keeps all of my data secure and organized. The team is very responsive whenever I have a question or need help with the tool. I highly recommend AgencyBloc as a best-in-class CRM for any individual agent."

Brian K.
Plan Medicare

An AMS That Helps Your Benefits Agency Accomplish More

Policy Management

Have a full view of your data and easily navigate between group and individual policy information to get the information you need.

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Sales Management

Drive conversions with powerful sales process optimization tools like lead forms, sales pipelines, and reporting.

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Account & Client Management

Keep your agents efficient and your clients informed with an aggregate view of all their carrier and policy information.

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Quoting & Proposals

Quote+, an AgencyBloc solution, helps small group brokers easily quote, compare, and propose community rated and medically underwritten health plans in one place.

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Commissions Processing

Efficiently and accurately process, track, and report on your commissions to find missing compensation from your carriers and uplines.

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Agent Management

Simplify task management and help your agents stay up-to-date on their licenses and E&O coverage.

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Selling more than group benefits? Learn about other lines of business we serve.

Health Insurance

Our agency management system is designed specifically for health insurance agencies. Learn how it can help your agency stay organized and efficient.

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Life Insurance

Life insurance agencies need a platform to make agency management easier, not more complicated. Here's how we can help.

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Senior Market Insurance

Learn how AgencyBloc can help your senior market insurance agency grow and retain your book of business.

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