The Plus Suite
Who We Serve
Independent Insurance Agency Management
Exceed your goals with the #1 Recommended Insurance Industry Growth Platform serving the health, benefits, and senior insurance space.
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AgencyBloc's platform and suite of insurance-specific solutions provide your team with powerful tools for end-to-end business management. We’ve served the health insurance space for 15+ years, and we’ve continued to build our solutions with your needs in mind.
Regardless of where you are on your journey, AgencyBloc’s platform is here to help you accelerate your growth, reach your goals, and manage your business. From sales to quoting to client retention to commissions processing, our platform is here to support your agency’s needs.
AgencyBloc’s AMS+ streamlines your team’s processes from sales to servicing and back again. Dial up your sales initiatives and increase conversions with insurance-focused sales tools, like:
Make the group benefits quoting process simpler with feature-rich quoting and proposal tools. AgencyBloc’s Quote+ solution helps benefits brokers cut time managing and servicing groups by 50% with an intuitive step-by-step quoting system. Features include:
Centralize your client servicing and retention efforts in one location. AgencyBloc’s AMS+ solution provides your team with a comprehensive view of your book of business. Leverage key functionality, like:
Drastically reduce time spent processing commissions, protect your bottom line from missed or inaccurate carrier commission payments, and simply make commissions easier to manage. Features include:
Make your data work for you and reduce the number of systems your agency has by centralizing your processes using AgencyBloc’s feature-rich solutions and seamless integration options.
We are dedicated to serving the needs of our health, benefits, and senior insurance clients by providing the tools that help them manage current business needs and industry regulations.
Access our cloud-based solutions anywhere. Rest assured your data is secure—we are HIPAA compliant and audited regularly for HITRUST / SOC 2 Type II (industry-leading security standards).
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"AgencyBloc proved to be a PERFECT CHOICE for our office. My overall experience with AgencyBloc is 100% SATISFIED. My only regret is that I didn't change sooner, as this is a MUCH BETTER SYSTEM and MUCH EASIER TO WORK. We look forward to a very long relationship."
"AgencyBloc is a constantly evolving CRM that has already improved our processes quite a bit, and we are hoping, with continued updates, it can evolve even more to keep our company as organized and efficient as possible."
"The next step to growing your company is AgencyBloc. We were using a spreadsheet to track all our clients, and it was getting hard to keep everything in order that way. Once we saw what AgencyBloc could and does do for us, it was a no-brainer."
"Something I've found impressive since I joined AgencyBloc is that AgencyBloc works for all agencies in the health and life industry. AgencyBloc can accommodate most agencies and has a layout all agency types can use and benefit from—even those who aren't familiar with a CRM."
"AgencyBloc really allows us to run our office in the most efficient manner. What attracted us most was the Commission Module, which has alleviated a lot of our time and lets us be more productive. If you're thinking of exploring options for your agency management system, I'd definitely recommend AgencyBloc and give it 5 stars!"