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AgencyBloc

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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
JD
Joshua D.
04/20/2023
Validated Reviewer
Verified Current User
Review source: Organic

Very helpful for our Agency

Besides keeping all our information organized (like a glorified filing cabinet), our internal communication has become much more streamlined through the Activities tab pertaining to each policy. Also, we are now able to integrate with other entities to enhance our influence - both InTulse (telecommunications) and Client Circle (member growth and retention) are fully integrated with our Agency Bloc
Kristine S.
KS
Kristine S.
Medicare Insurance Broker & Advisor
04/05/2023
Validated Reviewer
Review source: Organic

Game changer for growing Medicare insurance agents

I love most everything about AgencyBloc. It tracks your clients, policies and changes, activities, conversations, etc... AgencyBloc has a great chat feature that helps you when you need help. Everyone there has been nothing but friendly and helpful. Lots of reports that can be run and unlimited customizable reports for your needs can be made. Being able to make an activity each time we talk to a client for future refernce is so important and helpful. I had several agent friends recommend AgencyBloc and would easily recommend them to anyone!
AH
Ashley H.
03/27/2023
Validated Reviewer
Verified Current User
Review source: Organic

Absolutely recommend. Has saved countless hours and always available for support.

The hours saved are immeasurable. We have been able to get custom agency statements out to our downlines and saved at least one working day per commission cycle.

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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