#1 Agency Recommended Management System

AgencyBloc is an agency management system that helps life and health insurance agencies secure and grow their business with an industry-specific CRM, commissions processing, and integrated business and sales automation.

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Real People. Real Experiences. Welcome to The Bloc.

We've been using AgencyBloc for about a year now, and I highly recommend taking the plunge and adding it to your tools to help you grow your business, stay organized, and automate your processes. It's been a lifesaver for me.

Allison P. Insurance by Price, LLC.
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I can personally attest to the fact that we would not be able to keep up with production or maintain the reputation we have without AgencyBloc. It's one of the most valuable advancements our agency has seen. This transition has saved us 4x the cost of AgencyBloc just in administrative work.

Jason S. Stevens & Associates
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AgencyBloc's level of security gives us peace of mind that our data and our clients' data is heavily protected, while still allowing our employees to easily access it on-the-go to best serve our clients.

Renee D. Varney & Company Benefits Advisors
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See 200+ More Testimonials

Agencies Are Seeing Real Results

Grow your book of business by 40%
Spend 75% less time processing commissions
Spend 50% less time generating reports
Save 100 hours every renewal period in sending notices to clients

Providing Agencies With Superior Solutions & Experiences

Our clients will tell you it's the experience that sets us apart—from our product solutions, to our educational opportunities, to our technical and business support. We are the #1 Agency Recommended management system for life & health insurance agencies.

Insurance-Specific Management Software to Help You Easily Manage Your Book of Business

AgencyBloc provides powerful tools and support to help you manage client, prospect, agent, and commission data—all in one place. Manage your book of business from anywhere—resting assured that it's secure—with a cloud-based, SOC 2 Type II compliant system.

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Insurance CRM

AgencyBloc is a life and health insurance industry-specific CRM software for agencies and agents to help streamline the management of your business.

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Automated Workflow

AgencyBloc's Automated Workflow helps you create efficiencies and consistent processes throughout your agency so you can work smarter, not harder.

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Commission Module

AgencyBloc's Commission Module ties agents, policies, and commissions together for a complete view of a policy's commission structure, each agent's payout, and more.

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Sales Pipeline

Track your sales initiatives in AgencyBloc's Sales Pipeline. Build a Pipeline for every product type, track progress and success, and improve your sales processes.

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Reporting & Data Analysis

AgencyBloc's robust health and life insurance reporting and data analysis tools help you monitor success, understand trends, and make informed decisions for the future.

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Data Management

Your insurance agency houses a lot of important, sensitive data, so it's crucial to have a database management system that secures that information.

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Agent Management

Streamline multi-agent communications with AgencyBloc's Activities Dashboard and Automated Workflow to assign tasks and ensure nothing is missed.

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Cloud Storage

AgencyBloc partners with a world-class cloud storage service that utilizes industry-proven architecture for security, reliability, and redundancy.

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Security

Keeping data secure is crucial for your agency. AgencyBloc takes data security seriously, and we're continually taking measures to keep our clients' data safe and secure.

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An Agency Management System Built to Serve You

Learn how AgencyBloc can support your life and health insurance agency.

Group Benefits

As an employee and group benefits agency, it can be hard to keep all of your records organized. Our AMS can help your agency stay optimized.

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Health Insurance

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

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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 with our easy-to-use AMS.

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