AgencyBloc
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All Products & Services
AMS+, an AgencyBloc solution, is an all-encompassing, industry-specific sales and servicing management solution designed to help your team be more efficient, increase sales, and improve client retention.
AgencyBloc’s Commissions+ solution streamlines commissions processing and management, saves your team serious time, and can help you uncover thousands of dollars in missing compensation.
AgencyBloc Quote+ is a streamlined, all-in-one quoting and proposal tool brokers can use to cut down on the busy work and spend more time supporting and retaining their clients. AgencyBloc Quote+ provides brokers with a secure, private marketplace to shop quotes from a variety of carriers for medically underwritten, community rated, and ancillary products. This process saves brokers significant time from shopping around and gathering quotes from individual carrier portals. Map employee data directly to the quotes to pull accurate, complete quotes that are ready for presentation.
AgencyBloc Reviews
Verified User in Insurance
Review of AgencyBloc with Updates
Tony M.
Excellent CRM and I would highly recommend it.
Verified User in Insurance
Easy to use but several features lacking
About
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.