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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
Brian S.
BS
Brian S.
03/20/2023
Validated Reviewer
Review source: Organic

Best decision ever!

I am Brian Spire, and I own South Dakota Senior Insurance Agency. I've been using AgencyBloc for over three years now! The commission's module alone has saved me thousands of dollars in payroll while decreasing human error. I'm confident that when I pay my agents, I pay them exactly what I promised. I highly recommend AgencyBloc for anyone looking to take their business to the next level.
CC
Charline C.
03/07/2023
Validated Reviewer
Verified Current User
Review source: Organic

This CRM changed my 10 hour work day to 7.5 hours!

The ease of use is critical for my agency. The layout is user-friendly and easy to navigate. The tutorials and commission reports have allowed me to keep better track of my commissions. No more creating excel spreadsheets!
DL
Denise L.
03/02/2023
Validated Reviewer
Review source: Organic

Best client support I've ever experienced

The amount of data you can enter into Agency Bloc is incredibly useful for reporting purposes. Their customer support is unparalleled. Whenever I have a problem or a question, I can count on a response usually within hours, at most 24 hours.

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