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AgencyBloc

4.3
(7)

AgencyBloc is a web-based agency management system that provides the necessary tools to organize your health or life insurance agency.

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AgencyBloc review by User in Insurance
User in Insurance
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"Insurance agent using AgencyBloc"

What do you like best?

I like being able to run reports based on birth date, active client or prospect, and turning 65. The reports are great for mailings and calling to remind clients of upcoming events.

What do you dislike?

That we can't turn off certain tabs that we don't use making adding an individual a little more time consuming. It feels like you do a lot of clicking around on certain tabs.

Recommendations to others considering the product

It is a great software for Insurance needs. It allows you to house all your clients information in one location. It also allows you to run reports for mailings and data collection. I would recommend this product to anyone.

What business problems are you solving with the product? What benefits have you realized?

We are able to upload any documents to an individuals account therefore making our clients folders complete and accessible anywhere. Attaching documents to different policies is a huge plus for our business. Also we like being able to pin future events and reminders for ourselves about work that needs to be done or clients that need to be called.

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AgencyBloc review by William A.
William A.
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"Amazingly Simple, Robust and Growing with New Features"

What do you like best?

AgencyBloc's team is continuously seeking to improve their software and truly value their clients feedback in doing so. Their most recent upgrade launched yesterday is a summary column that shows the key details about a clients status on the right side of the screen. And I mean all the key details that we previously had to click through the tabs to find out. Now they are all in a central place, front and center.

What do you dislike?

It lacks Zapier and other integration support. They need to build a Zapier integration so we can leverage it with our marketing and agency systems.

Commission reconciliations are significantly better than our old way, however, they do need to get the "rounding" figured out. There is often times .01c that doesn't round and causes us to manually go into those line items and assign the penny to the agency so the books balance.

Recommendations to others considering the product

Unless carrier downloads are a requirement for you (which AB does not support), this is the only software I would recommend and we have tried many packages.

Besides, they are priced right and care about their clients. They actually listen to agents who give legitimate feedback to help the system grow.

The other companies we've checked into aren't really interested in hearing this.

What business problems are you solving with the product? What benefits have you realized?

Commission tracking, policy tracking and automation for activities is great.

What Life & Health Insurance Agency Management solution do you use?

Thanks for letting us know!
AgencyBloc review by User
User
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"Great for keeping organized"

What do you like best?

AB is great for keeping up with client records as well as keeping up with action items to be completed for clients. The due date function and, easy-to-navigate dashboard are two of the best features.

What do you dislike?

There's no easy way to create to-do's to be completed within the program, and so our company had to come up with our own specific system for logging outstanding tasks. This is not a dealbreaker, but having a built in to-do system could be a great addition to the program.

Recommendations to others considering the product

Definitely do your research into the product, and if you decide to pull the trigger on it, develop specific processes based on the needs of your office in order to keep everything organized. It's a great database for critical information, but its value is based on discipline and clarity of procedure.

What business problems are you solving with the product? What benefits have you realized?

AgencyBloc lets us stay on top of client concerns and keep up with what needs to be done to meet their needs. Its note-taking system is incredibly important, as it allows anyone in our office to complete tasks by picking up where the previous person left off. We keep our clients happy and ensure that everything is running smoothly with their policies.

AgencyBloc review by Agency in Insurance
Agency in Insurance
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Verified Current User
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content

"Useful"

What do you like best?

The great thing about this product is that it will allow you to set specific reminders and add in special notes for everyone you have in the system

What do you dislike?

That face it only shows you on the recents tabs; about the previous 7 people on there. It doesn’t seed scheduled emails or anything. Super simple

Recommendations to others considering the product

It varies by user needs

What business problems are you solving with the product? What benefits have you realized?

It fully subjects to the prospect and all the given info one would need to follow up next year

AgencyBloc review by Heather C.
Heather C.
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Verified Current User
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"My experience with AgencyBloc has been excellent"

What do you like best?

Having our clients policy information, copies of applications, and records of correspondence available, with just a few keystrokes, is amazing.

What do you dislike?

Searches are still a little basic. Having a more in depth ability to search would be ideal.

What business problems are you solving with the product? What benefits have you realized?

No more searching through paper files. Client information is always available, when needed.

AgencyBloc review by Administrator in Insurance
Administrator in Insurance
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content

"AgencyBloc is a great way to track current business and control leads."

What do you like best?

The ability to enter relevant information

What do you dislike?

I don't like the steps in commission tracking

Recommendations to others considering the product

It is a very good way to keep track of business and prospects, but not easy to get answers from AgencyBloc. Tracking commissions is not convenient.

What business problems are you solving with the product? What benefits have you realized?

Seamlessly tracking activities with clients. Good notes and activities entered make it easier to handle issues.

AgencyBloc review by User in Insurance
User in Insurance
Validated Reviewer
Verified Current User
Review Source
content

"Use agency bloc for our customer database"

What do you like best?

Able to search individuals and have access to policy information.

What do you dislike?

Would like easier access to attachments.

Recommendations to others considering the product

Great tool for maximizing current client potential, as well as creating future sales.

What business problems are you solving with the product? What benefits have you realized?

Able to run reports for future sales. Also able to create customer lists for different products or locations.

Kate from G2

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* We monitor all AgencyBloc reviews to prevent fraudulent reviews and keep review quality high. We do not post reviews by company employees or direct competitors. Validated reviews require the user to submit a screenshot of the product containing their user ID, in order to verify a user is an actual user of the product.