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."

The #1 Recommended Insurance Industry Growth Platform for Health, Benefits, and Senior Insurance Organizations

  • Industry-Specific CRM

    Manage prospects, clients, policies, agents, carriers, and more with the industry-specific CRM in AgencyBloc’s AMS+ solution. Improve client retention, streamline policy management, and maintain meaningful communication all in one location.

  • Commissions+

    AgencyBloc’s Commissions+ solution has helped agencies spend up to 75% less time processing commissions. Commissions+ saves you time and resources, helps you identify missed commissions, and gives you insightful commission insights.

  • Sales Enablement

    Streamline your sales processes with industry-specific sales tools like texting, insurance-specific VoIP, email marketing, electronic compliance management, lead routing rules, activity tracking and task assignment, and more in AgencyBloc’s AMS+ solution.

  • Quote+

    Quote, gather medical health questionnaires, and create employer-ready proposals all in one centralized location. Through the guided process, brokers can reduce their time spent managing, enrolling, and servicing their group benefits clients every renewal season by up to 50%.

  • Workflow Automation

    Automation helps you spend less time on manual, time-consuming tasks. Send text messages or emails and assign new tasks in AgencyBloc’s AMS+ solution so no important tasks or touchpoints are missed.

  • Dashboard Analytics & Reporting

    Get a pulse on the health of your organization with real-time graphs and charts in AgencyBloc’s AMS+ solution. Manage insights for sales, servicing, commissions, and more. Then, dive deeper with integrated custom reporting tools.


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