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Product Quick Facts

Industry Specialties
Healthcare, Other
Works Best For
Any Sized Businesses

About AgencyBloc

AgencyBloc is an agency management system that helps life and health insurance agencies grow their business by organizing and automating their operations using a combination of an industry-specific CRM, commissions processing, and integrated marketing automation.

AgencyBloc’s mission is to provide powerful solutions by making the convoluted, straightforward. We want our technology to transform the organizations that use it. Since its beginning, AgencyBloc was built with life and health insurance agencies’ needs in mind.

AgencyBloc has allowed agencies to manage their agents, clients and prospects in an easy-to-understand platform. With the use of custom fields, agencies are able to further customize it to fit their needs.

Within AgencyBloc, agencies are able to manage their daily operations, maintain consistent communication with clients, prospects and internal agents and staff via email and workflow tools, and process commissions all within one software system. Complete with data visualization through graphs and charts, AgencyBloc helps agencies learn from their data in order to make smarter business decisions.

AgencyBloc’s Email Campaigns feature has allowed agencies to better their prospecting efforts as well as improve their client communications. With mass and automated email capabilities, internal agency communication and external client or prospect communications can be automated.

AgencyBloc’s Commissions Processing feature has saved some agencies tens of hours in manual commissions processing and has saved other agencies thousands of dollars in missing commissions.

AgencyBloc is accessible from desktop, tablet and mobile phones anywhere you have an internet connection. Updates are automatic within AgencyBloc and do not require new downloads or new versions of the system.

Have questions about AgencyBloc? Want to find out more about CRM software? Call, click, or email to speak with an unbiased Technology Advisor for a no-cost, no-obligation consultation on your unique requirements.

Alternatives to AgencyBloc

Learn more about other CRM software by exploring the following products, or review specific types of CRM software including real estate CRM software, CRM software for small businesses, financial services CRM software, and social CRM software.

1 Freshsales

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Freshsales is a full-fledged sales force automation solution for sales teams. It provides everything a salesperson needs to- attract quality leads, engage in contextual conversations, drive deals with AI-powered insights, and nurture customer relationships. With built-in email, phone, chat, and telephony, Freshsales empowers sales teams with more time for selling by automating the sales process and increases efficiency and productivity in their daily activities.

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2 Zendesk Sell

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Zendesk Sell is sales CRM software that helps you close more deals. This sales platform tracks all your customer interactions in one unified interface. It's quick to implement and easy to use: 70% of companies are able to get Sell up and running in 7 days or less. Your teams will be able to focus on selling not admin work and can spend less time on data entry. 80% of customers agree that Zendesk has made their teams more efficient.

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3 Kintone

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Kintone’s no-code platform lets sales teams easily build a custom CRM to track prospect data, task handoffs, and pipeline insights in one central place. Create database apps outfitted with the unique information you need to know about your prospects–and then connect those apps with customizable workflows that let you assign and track those future customers from lead capture to close. Over 23,000 companies trust Kintone to achieve their business goals.

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