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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
HL
Heidi L.
09/12/2022
Validated Reviewer
Verified Current User
Review source: Organic

Support is very good and it is user friendly

The information that can be saved in the CRM for my industry
Verified User in Insurance
UI
Verified User in Insurance
09/07/2022
Validated Reviewer
Verified Current User
Review source: Organic

Agency Bloc for Efficiency in Communications

Agency Bloc has enabled us to maintain a quality & up to date database designed for growth. We particularly like the auto emails we send for birthdays.
George E D.
GD
George E D.
Insurance Professional Owner, Agent, Counselor at www.danielhealth.com
07/20/2022
Validated Reviewer
Verified Current User
Review source: Organic

Agencybloc - A Life & Health Agency Platform for Agents not in P&C

I came from an all lines background and had The Agency Manager since 1983, The in 2002, I entered just the Life & Health Insurance arena, and did not need everything the Cadillac program offered or the cost. I looked at several Agency Management Systems and selected Agencybloc. 1) The Price, 2) It was tailored to my occupation without P&C, 3) It was easy to use and kept all my info as needed in regards to my clients and their policies. A super nice feature is the ability of the program to send out Birthday wish's to all clients automatically! I get so many reply e-mails thanking me for remembering them. It also will let you set up pre- e-mails . like reminding clients turning 65 what they need to be doing 3 months prior to turning 65 and each month a different e-mail. Little things that that are special.

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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