The #1 Agency Recommended Management System

Built Specifically for Life & Health Insurance Agencies

• Industry-Specific CRM

  AgencyBloc is built with life and health insurance agencies in mind. Import your data and immediately start managing your agency more efficiently.

• Commissions Processing

  AgencyBloc makes processing and reconciling simple, helps you recognize missed commissions, and allows you to maintain an overall view of your business.

• Dashboard Analytics

  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. 

• Policy Management

  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.

• Workflow Automation

  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.

• Email Marketing

  Grow your referral business and your client base by maintaining constant communication via email, and quickly and easily identify cross-selling opportunities.