AgencyBloc is an agency management system that helps life and health insurance agencies secure and grow their business with an industry-specific CRM, commissions processing, and integrated business and sales automation. Whether you are a GA, MGA, IMO, FMO or solo life and health insurance agency, AgencyBloc provides powerful tools to easily manage, access and report on client, prospect, agent and commission data.
Available 24/7 with a cloud-based, industry-specific CRM. Looking for a better way to manage your agency? AgencyBloc's insurance CRM has everything you need to keep track of your clients, prospects and agents and use the information to make smart business decisions. Simply import carrier statements, and AgencyBloc takes care of the splits for you.
Available 24/7 with a cloud-based, industry-specific CRM. Looking for a better way to manage your agency? AgencyBloc's insurance CRM has everything you need to keep track of your clients, prospects and agents and use the information to make smart business decisions. Simply import carrier statements, and AgencyBloc takes care of the splits for you.
Services
Headquartered in Iowa, AgencyBloc began as a bootstrap startup in the Midwest's "Silicon Prairie" and was founded in 2008 by 17-year internet and technology experts Adam Lewis, Cory Schmidt, and Marc Reifenrath. After several years of hands on research and development of custom solutions for health and life GAs, they built AgencyBloc, a SaaS (software-as-a-service) platform.
With AgencyBloc, your life and health insurance agency has all the features needed to organize your agency, communicate with clients and prospects, and grow your business from anywhere. Maintain a more organized and efficient agency with AgencyBloc. Quickly service clients, streamline communication and activities, and process and track commissions.
AgencyBloc helps me manage 30 carriers, 4,000 policies, for over 400 groups. AgencyBloc has also saved me 80 hours in manual calculations for commissions and I would absolutely recommend them for all your commission needs. AgencyBloc is the most functional and advantageous at one of the most economical prices.
Taylor Behrens and Kelsey Rosauer discuss how to use an agency management system, like AgencyBloc, to improve client communication, effectively manage policies, cross-sell with ease, and more. An agency management system, or AMS, is a SaaS (software as a service) technology that insurance agencies use to organize their book of business and more effectively run their operations.
AgencyBloc has streamlined our business. It has operationally helped us in more ways than one. We've been able to take our business to the next level and grow because of our partnership with AgencyBloc. AgencyBloc is an agency management system (AMS) built for life and health insurance agencies that helps you:.
Reviews (10)
Belinda Lang
Nov 07, 2021
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Jay Boice
Sep 23, 2021
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We at Insurance Benefits Consultants LLC have been using Agency Bloc since 2013. Our agency has been providing employee benefits to our some 700 businesses for over 17 years. I wouldn't even consider using another agency management system because of the customer service that Agency Bloc provides. Not only due they take care of any issues ( which are very few ) they also listen to our ideas and suggestions to improve their system to meet our needs. When I talk to them My comment has been please add this suggestion to my Christmas list of things I would like to see in the system and I can truly say
Brenda Cogar
Sep 05, 2021
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I have been tracking our commissions for 19 years. The first 18 years I tracked on an Excel spreadsheet that fed into numerous other Excel spreadsheets that the CFO used to manage all aspects of our finances. The last year I have been tracking in AgencyBloc and oh, what a difference!! I will say that the only challenge has been having data needed for reporting on two systems as we transitioned -- but that is just called a growing pain, right?! Over the years as our business grew we looked at several other options for commission tracking and none of them gave us everything we needed... UNTIL AgencyBloc
Donna Beach
Aug 22, 2021
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David Roll
Jul 28, 2021
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I used to use excel spreadsheets to track my business. But, as my business grew, this became cumbersome and hard to maintain. I needed to find a more efficient system. The Agencybloc CRM system was just what I needed. My only regret was not moving to this system sooner. It allows me to be as detailed as I want or need. It also allow for customization on data entry. I can now put limits on what my assistants can access or make changes on. Keeping in touch with clients and updating contact info in one central system along with making service notes on calls is essential to any insurance business.
Steven Duplain
Jun 25, 2021
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I started using AgencyBloc six months ago for commissions processing. Initially the CRM feature did not appear very robust. After working with Degnan, Tasha, Cory and some of the other folks at AgencyBloc, I discovered that the system in it's entirety has amazing functionality and it has transformed how we keep track of business in our agency. I was pleasantly surprised and very happy with AgencyBloc!
Shawna Daniels
May 14, 2021
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Trudy Pilgrim
Mar 25, 2021
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AgencyBloc is amazing, simple to use, user friendly and impeccable staff. They are always looking for new ways to improve and truly listens to their clients. They recently launched a sales pipeline feature that has truly changed the game for a one stop shop for all things CRM and Insurance management! Must try!
M. Mitchell
Mar 15, 2021
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I love AgencyBloc!! It's a great system but even greater than that is the staff that supports it. If you think you're not tech savvy enough, please, don't let that be a deterrent. The staff is amazing at what they do and always so happy to help. I thought for sure that sooner or later the support that I am accustomed to would come to an end but I have since decided, that this is just the culture at AgencyBloc.
Jeri Rhodes
Dec 06, 2020
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AgencyBloc is such a time saver for me. No paper files to search through. I just click some button and all my information is there. Being able to set activities keeps me up to date and on task. The educational videos are so helpful. Customer Service has been fantastic when I have had to call. I can not imagine trying to do my job without this system. I can not recommend this product enough.