Talk to an Advisor

877.702.2082

Send an Email

Screenshots

policy-activitiespolicy-renewal-workflowpolicy-commissionsagency-graphs

Video

Product Quick Facts

Industry Specialties
Healthcare, Other
Pricing
High-end
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 Kintone

Visit website

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.

Learn more about Kintone

2 HoneyBook

Visit website

HoneyBook helps creative entrepreneurs and freelancers book more clients, manage projects, and get paid all in one place. With our business management software, you can automate your busy work and stay on top of all your to-dos, saving time and money so you can grow your business. It's like your own personal assistant. Small business owners and freelancers have used HoneyBook to increase their bookings and save time.

Learn more about HoneyBook

3 Really Simple Systems CRM

Visit website

Really Simple Systems CRM helps you work smarter by managing and tracking your sales leads and customers, letting you get on with growing your business. Designed for growing teams B2B, our CRM is super-easy to set up and simple to use - with exceptional customer service. There’s a customizable Sales CRM, plus options for Marketing and Service tools and external app integrations - so everything is in one place, enabling great team collaboration and customer relationships that drive sales growth.

Learn more about Really Simple Systems CRM

(Last updated on by )

Compare AgencyBloc to other CRM solutions