AgencyBloc + NABIP Online Learning Institute

We are proud to partner with NABIP to provide insightful, educational content to the life & health insurance industry through the NABIP Online Learning Institute.

Who is AgencyBloc?

AgencyBloc Is the #1 Agency Recommended Management Platform for Life & Health Insurance Agencies

AgencyBloc was founded in Iowa in 2008 by business partners Adam Lewis and Cory Schmidt. After 10+ years of client-funded growth, AgencyBloc received a strategic investment from Resurgens Tech Partners to continue their mission of transforming the way insurance agencies do business.

With a diverse customer base of nearly 3,000 insurance agencies, AgencyBloc helps agencies drive efficiencies in their business. AgencyBloc’s intuitive and user-friendly platform makes us the #1 Agency Recommended management platform with a customer satisfaction rating of 99%.

Our Mission Is to Transform Insurance Organizations With Industry-Leading Technology and Educational Content

In order to solve problems for our customers, we believe that providing valuable education before, during, and after the sale is vital. We learn a lot from honest, open conversations with both our clients and prospects, which helps us provide this highly valuable educational content.

In addition to our own in-house experts, we identify and nurture strategic relationships with respected industry experts and organizations, like NABIP. These relationships provide us with a well-rounded and robust understanding of the challenges agents/agencies face every day. By understanding these challenges, we are able to deliver relevant education that helps transform agencies.

Request a Live Demo of AgencyBloc

1. Fill out the form below
2. Receive an email from an AgencyBloc Sales Representative with a link to pick a date and time
3. On your demo: See AgencyBloc live and get your questions answered! 
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Marcie S., Capitol Benefits, NABIP-Iowa Chapter Government Relations Chair

"AgencyBloc has taken my business to the next level. There are so many tools to help keep me efficient, and my clients love the communication. Now I don't have to only hope my commissions are being paid correctly either. Their staff is knowledgeable and engaged in the entire process. I would highly recommend AgencyBloc."

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.


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