Man meeting with senior couple
Turning 65 workflow in AgencyBloc

An Easy-to-Use AMS That's Designed To Help You Achieve More

As an agency serving the senior market, you’re responsible for helping your clients navigate the nuances of Medicare, long term care, etc. – and you need to be able to easily access, track, and manage specific carrier, policy, agent, and client data to provide the best service possible.

With the robust suite of agency management features and hands-on support that AgencyBloc provides, you can spend more time on revenue-generating tasks.

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See Real Agency Experiences

"AgencyBloc gives us the power to truly be professional. When a client calls, within seconds we can have them on our screen and see our past conversations. Before, we could only capture 20-30% of our missed commissions, now we’re able to rectify over 90% of our outstanding payments. AgencyBloc gives us the tools and the confidence grow because we know where and how we’re growing."

David H.
Hübler Insurance Services

"Since starting using Automated Workflows less than 2 months ago, I've written 6 new clients and I have received 6 referrals for new business. AgencyBloc allows me to set up a workflow timeline for my entire book of business "hands off". The staff gets an email 10 days before a client's birthday and immediately following a new client's onboarding. I have provided a custom script to my staff, all they need to do is hand write the card. AgencyBloc is a very powerful system for automating those mundane tasks, it's so easy!"

Danny M.

"AgencyBloc is extremely user-friendly and we can find what we need very easily. Our small Medicare office of 5 feel being able to read the activities of each other is critical for our clients. I highly recommend AgencyBloc."

Bambi M.
Senior Advisory Insurance Services

An AMS That Helps Your Senior Market Insurance Agency Accomplish More

Selling more than life insurance? Learn about other lines of business we serve.

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

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

    Learn More