Insurance Upline Management

Downline Management Software That Handles the Full Complexity of Your Upline Business

AgencyBloc is the insurance upline software GAs, IMOs, and FMOs rely on to manage their downline networks, recruit agents, and stay current with health, benefits, and Medicare-specific needs. Whether you're managing 50 downline agents or 5,000, AgencyBloc scales with your organization.

Green phone icon

Integrated Recruitment Tools

Dial up the power of your agent recruitment efforts with integrated insurance sales tools in AgencyBloc’s AMS+ solution:

Sell, service, renew

Are you a downline agency looking for your own AMS? See how AgencyBloc supports independent health, group benefits, and senior insurance agencies.

Built for Every Type of Insurance Upline Organization

Organization Type What AgencyBloc Helps With
GAs (General Agencies) Commission splits, downline agency management, compliance
IMOs (Insurance Marketing Organizations) Agent hierarchy management, override commissions, downline support
FMOs (Field Marketing Organizations) Medicare distribution, carrier management, agent recruitment
MGAs (Managing General Agents) Group benefits quoting, sub-agent tracking, policy management
AgencyBloc screen with play button

AgencyBloc's Plus Suite of Industry-Specific Solutions

  • A comprehensive industry-specific agency management system (AMS) for health, benefits, and senior insurance organizations to simplify business management and accelerate growth

    Learn More

  • The industry-leading commissions processing solution that helps insurance organizations cut their time spent processing commissions by 75% and uncover thousands of dollars in missing compensation

    Learn More

  • A multi-carrier, multi-product quoting and enrollment tool for group benefits GAs to provide better downline support during group sales and renewals

    Learn More

Why Insurance Uplines Choose AgencyBloc

What Insurance Uplines Achieve With AgencyBloc

  • 40%Book of business growth
  • 75%Less time spent processing commissions
  • 58%Agent base growth (The Brokerage, Inc.)
  • $40KAgent base growth (The Brokerage, Inc.)

#1 Recommended Industry-Wide

  • Capterra 4.8
  • Google 4.8
  • GetApp 4.8
  • G2 4.7
  • SoftwareAdvice 4.7

See Real Client Experiences

"Take the advice from the agencies that have adopted AgencyBloc; most of them have done their due diligence and they chose AgencyBloc. The big players in the industry are using it, so trust in their choice to use AgencyBloc."

Brian P.
Agent Equity Group

"AgencyBloc has streamlined our business. It has operationally helped us in more ways than one. We’ve been able to take our business to the next level and grow because of our partnership with AgencyBloc."

Cristin H.
The Brokerage, Inc.

"We have been using AgencyBloc's platform for about a year and a half. We've had a great experience so far, and within that timeframe, we have been able to recover $69,000 in missed commissions, which has been amazing."

Becca D.
United Producers Group

"My bottom line is really that I wholeheartedly recommend this system."

Morten S.
InsMed Insurance Agency

"The best impact has been agent retention. I have retained more agents through giving them an opportunity to use AgencyBloc under my agency. It's really gonna change and transform the way they conduct business, and it's gonna transform the way that they handle their business on a professional level."

Elka S.
Simpler Horizons Insurance Solutions