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AgencyBloc

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41 reviews
  • 3 profiles
  • 3 categories
Average star rating
4.6
Serving customers since
2008

Profile Name

Star Rating

32
7
1
1
0

AgencyBloc Reviews

Review Filters
Profile Name
Star Rating
32
7
1
1
0
CS
Carmen S.
02/20/2025
Validated Reviewer
Verified Current User
Review source: Organic

Agency Block is an Incredible Office System for our Agency

The Agency Block system is very user friendly and easy to learn and use. I love the features and how the system makes our agency day to day work a lot more efficient. Besides keeping our Clients information organized we have the abilitie to customize the system based our our clients and company needs. I love the customer service and learning tools available, as well as the videos.
Ronnie M.
RM
Ronnie M.
07/03/2024
Validated Reviewer
Review source: G2 invite
Incentivized Review

It's okay, but there are better options out there

It did allow you to input commissions and you assigned that feature to other users.
DK
Danielle K.
01/24/2024
Validated Reviewer
Review source: Organic

Best CMS I've ever used!

This system is very user friendly and easy to you. Agency Bloc has a great support team to assist when needed. I love the automated features to make our agency day to day work a lot more efficient.

About

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HQ Location:
Cedar Falls, Iowa

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What is AgencyBloc?

AgencyBloc is a specialized agency management system designed specifically for health and life insurance agencies. As a comprehensive solution, it offers features tailored to the needs of insurance professionals, including CRM tools, commission processing, and integrated marketing automation. The platform facilitates efficient business management by helping users organize everything from client and policy data to commissions and sales pipelines, ensuring that agencies can operate more streamline and effectively.AgencyBloc also provides robust analytics and reporting capabilities, allowing agencies to track their performance, manage their book of business, and make data-driven decisions. With its focus on the specific needs of health and life insurance brokers, AgencyBloc helps firms save time, increase profitability, and enhance client satisfaction.

Details

Year Founded
2008