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.
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Agencies who’ve switched to AgencyBloc have:
Increasedclient retention to90%
Doubledtheir agent force andincreasedtheir bottom line100%
Saved 100 hoursevery renewal period in sending notices to clients
Cut time spent quoting and creating benefits proposals in halffor small groups(with Quote+, an AgencyBloc solution)
Spent75% less timeprocessing commissions
Found tens of thousands of dollarsin missed commissions from carriers
See The #1 Agency Recommended Management System for Life & Health Agencies
An Agency Management Platform for Life & Health Insurance Agencies
Manage prospects, clients, policies, agents, carriers, and more in an industry-specific CRM built with your needs in mind.
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.
Effectively manage policies in a way that's simply not possible in generic CRMs. Track policyholder info, enrollments & elections, coverage data, and more.
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.