AgencyBloc Overview

AgencyBloc

By AgencyBloc

4.9★★★★★(241 Ratings)Write review

What is AgencyBloc?

AgencyBloc is the number one agency-recommended management system specifically crafted for the life and health insurance sector. It helps agencies grow by organizing and automating their operations through a powerful combination of tools. These include an industry-specific CRM for tracking clients and prospects, automated commissions processing, sales pipeline management, and integrated business and marketing automation. This unified approach is designed to eliminate silos between sales, service, and marketing, creating a cohesive system that drives productivity and revenue growth.

Who it's for:

AgencyBloc is designed for life, health, and benefits insurance agencies and their producers. It is the go-to solution for agencies that want a system built from the ground up for their unique products, compensation models, and regulatory requirements.

Our verdict:

AgencyBloc's focused specialization for the life and health market is its greatest strength. By addressing the distinct needs of this sector with an integrated platform, it delivers exceptional value, justifying its top recommendation status among agencies that sell these products.

AgencyBloc Details

AgencyBloc Platforms supported

Cloud, SaaS, Web-Based

Desktop Linux

Desktop Mac

Desktop Windows

Desktop Chromebook

Mobile Android

Mobile iPad

Mobile iPhone

On-Premise Linux

On-Premise Windows

AgencyBloc Support options

Chat

Email Help Desk

FAQ Forum

Knowledgebase

Phone Support

AgencyBloc Training options

Documentation

Live Online

Videos

Webinars

In-Person

AgencyBloc Typical customers

Freelancers

Small Businesses

Small to Mid size businesses

Mid size businesses

Mid to Large size enterprises

Large enterprises

Very Large enterprises

AgencyBloc Pricing

Tiered pricing system

AgencyBloc Features

Most valued AgencyBloc features by users

Claims Management

Commission Management

Contact Management

Document Management

Insurance Policy Management

Insurance Rating

Life & Health

Property & Casualty

Quotes/Estimates

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