AgencyBloc is an agency management system that helps life and health insurance agencies grow their business with an industry-specific CRM, commissions processing, and integrated business and marketing automation.
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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
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
Built Specifically for Life & Health Insurance Agencies
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.