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AgencyBloc

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4.6 out of 5 stars
43 reviews
  • 3 profiles
  • 3 categories
Average star rating
4.6
Serving customers since
2008

Profile Name

Star Rating

33
8
1
1
0

AgencyBloc Reviews

Review Filters
Profile Name
Star Rating
33
8
1
1
0
Verified User in Insurance
AI
Verified User in Insurance
06/07/2021
Validated Reviewer
Verified Current User
Review source: Organic

Receptive to Client Feedback

|AgencyBloc AMS+
I appreciate that the reps and Agency Bloc took the time to reach out to us about our experience and listen to our feedback. I really value a company going out and searching for feedback. Most businesses aren't proactive and usually wait for negative feedback to reach out.
Heather R.
HR
Heather R.
02/23/2021
Validated Reviewer
Verified Current User
Review source: Organic

Happy Member of The Bloc

|AgencyBloc AMS+
Agency Bloc is incredibly user-friendly as an agency management tool not only from a technology perspective, but the support team as well. The representatives at Agency Bloc are at my fingertips to get immediate, consistent and knowledgeable assistance. I am able to count on seeing the same familiar names pop up in chat, emails, and at user meetup. This is incredibly reassuring for a company servicing thousands of health insurance clients. If I don't know how to pull information from my data, the members of the team are trusted colleagues that will construct solutions, training and anything else that we need to succeed! The platform itself is quick and easy for every line in my team - from producer, CSR, admins, and commissions personnel, it is a system that is quickly picked up and direct with it's data points. This system is a vast improvement over other clunky databases.
Marci D.
MD
Marci D.
02/22/2021
Validated Reviewer
Verified Current User
Review source: Organic

The process was simple... even fun!

|AgencyBloc AMS+
I like being uber-organized! Now that the first spreadsheets are well done being uploaded, I find myself using the Activities and Notes tabs most often. The Reports capability is very good and can quickly compile information I need in a snap. Having all the space and flexibility in creating a contact/adding details is nice as well. Assigning categories and priorities and the next mode of contact are helpful features. I can even assign a follow-up user other than myself.

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