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Account management in AgencyBloc

Take On Open Enrollment (and the Rest of the Year) With Confidence

When it comes to health insurance, your clients need timely guidance and advice – and your agents need to be able to find the information they need when they need it.

AgencyBloc gives you the tools you need to stay organized and efficient throughout OEP (and year-round) so that you can grow and retain your book of business.

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See Real Agency Experiences

"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.
McGregor Benefits

"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.
The Integrity Group

"I looked at several agency management systems and selected AgencyBloc because of the price, it's industry-specific, and it's easy to use. I can access my data anywhere, do business anywhere, and the system keeps things fast and in order for me."

George D.

An AMS That Helps Your Health Insurance Agency Accomplish More

Selling more than health insurance? Learn about other types of organizations we serve.

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

    Learn More

  • AgencyBloc can help your employee and group benefits agency stay organized and optimized. Learn how here.

    Learn More

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

    Learn More