The #1 Agency Recommended Management Platform

AgencyBloc is an agency management system that supports life and health insurance agencies with a suite of industry-specific solutions and services, including Sales Enablement, Quoting, Client and Policy Management, Commissions Processing, and more.


Try AgencyBloc FREE for 7 Days

Agencies who’ve switched to AgencyBloc have:

  • Increased client retention to 90%
  • Doubled their agent force and increased their bottom line 100%
  • Saved 100 hours every renewal period in sending notices to clients
  • Cut time spent quoting and creating benefits proposals in half for small groups (with Quote+, an AgencyBloc solution)
  • Spent 75% less time processing commissions
  • Found tens of thousands of dollars in missed commissions from carriers

AgencyBloc Overview

An Agency Management Platform for Life & Health Insurance Agencies

  • Industry-Specific CRM

    Manage prospects, clients, policies, agents, carriers, and more in an industry-specific CRM built with your needs in mind.

  • Commission Module

    AgencyBloc has helped agencies spend up to 85% less time processing commissions. The Commission Module saves you time and resources, helps you identify missed commissions, and gives you insightful commission insights.

  • Lead & Sales Management

    Effectively work leads and track sales opportunities through customizable board-view pipelines for every type of business you do.

  • Policy Management

    Effectively manage policies in a way that's simply not possible in generic CRMs. Track policyholder info, enrollments & elections, coverage data, and more.

  • Workflow Automation

    Automated workflow helps you spend less time on manual, time-consuming tasks. Automatically assign tasks to agents and send emails to clients so no important tasks or touchpoints are missed.

  • Dashboard Analytics & Reporting

    Get a quick glimpse on the health of your agency with real-time graphs and charts. Dive deeper for valuable insights through custom reporting.


Contact us with any questions you have:

(866) 338-7075