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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
Ronnie M.
RM
Ronnie M.
12/21/2021
Validated Reviewer
Review source: G2 invite
Incentivized Review

It’s a decent system, but there are much better ones out there.

It worked well, but everything had to manually entered and you had to remember to put that in the system. Tracking commissions was relatively easy as long as they came in excel.
ST
Sara T.
12/14/2021
Validated Reviewer
Verified Current User
Review source: Organic

The Best Customer Service!

I love that when I send a question, I receive a response, sometimes the same day, but definitely by the following day. Also, still being somewhat new to AgencyBloc and trying to figure out some of the functions, I'm sure my questions are a little out there and don't make much sense, but the Specialists have a way of interpreting my questions and reply with excellent answers!
Verified User in Insurance
UI
Verified User in Insurance
10/21/2021
Validated Reviewer
Verified Current User
Review source: G2 invite
Incentivized Review

Insurance agent using AgencyBloc

I like being able to run reports based on birth date, active client or prospect, and turning 65. The reports are great for mailings and calling to remind clients of upcoming events.

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