AgencyBloc is built with life and health insurance agencies in mind. Import your data and immediately start managing your agency more efficiently.
AgencyBloc makes processing and reconciling simple, helps you recognize missed commissions, and allows you to maintain an overall view of your business.
Be proactive about your agency’s performance. AgencyBloc generates real-time graphs and charts and has reporting tools so you're always aware of the "health" of your agency.
With AgencyBloc, connect policies with individuals and groups, set up automatic tasks or reminders for important dates on policies, and always be aware of the policy/product makeup of your agency.
Automated workflow helps you spend less time on manual, time-consuming tasks. Automatically assign tasks to agents when a due date approaches or send emails to clients when their renewal date is near. Never miss a follow-up.
Grow your referral business and your client base by maintaining constant communication via email, and quickly and easily identify cross-selling opportunities.
"We moved from GBS to AgencyBloc in 2016. The difference is night and day. We like that we can set up scheduled phone calls to clients and create follow-up activities that show up in our dashboards."
—Connie C., Wevodau Insurance & Benefit Strategies, Inc.
"What we’ve accomplished in one year with AgencyBloc far exceeds what we accomplished all those years with GBS. We’ve saved $30,000 annually on generating reports and are retaining 90% of our business since moving. It’s the best software decision this company has ever made."
—Jeannette T., Health Insurance Store