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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

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Profile Name
Star Rating
33
8
1
1
0
ER
Elaine R.
02/20/2023
Validated Reviewer
Verified Current User
Review source: Organic

AgencyBloc keeps me organized and everything in one place

It's so easy to use and navigate. The setup makes it simple to find answers if you get stuck trying something new. There's tutorials and articles to help, plus live chat.
PS
Paul S.
12/08/2022
Validated Reviewer
Verified Current User
Review source: Organic

Great platform and service

The onboarding process with Agencybloc is second to none. Easy to on-board, learn as an admin or to teach to your agents.
CV
Christine V.
09/16/2022
Validated Reviewer
Verified Current User
Review source: Organic

AgencyBloc Review

Ease of use of the system, easy integrations, great support & service. Our Medicare agency made the switch to AgencyBloc earlier this year, and we're so happy we made the change. We've received personal training and support to maximize our use of AgencyBloc’s features every step of the way. We've been able to easily integrate with our own Medicare quoting & enrollment platform, as well as some of our other vendors like Ring Central & Calendly. Our agency has become much more efficient since we made the switch. We're happy to be part of "the Bloc" and would recommend AgencyBloc to any insurance agency out there!

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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