Join Other Brokerage Inc. Members Already Using AgencyBloc, The #1 Agency Recommended Management System

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We are proud to partner with The Brokerage, Inc. and be the top choice agency management system for their member agencies.

Special offer: 10% off for the first 12 months of your contract
To receive a 10% discount*, request a live demo now:

*Offer only available for new clients for their first 12 months. Discount does not apply to the Commission Module.
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Other Brokerage Inc. members are already using AgencyBloc. Become a Member of The Bloc with them today!

Cristin H.
Cristin H.,
The Brokerage, Inc.

"AgencyBloc has streamlined our business. It has operationally helped us in more ways than one. We’ve been able to take our business to the next level and grow because of our partnership with AgencyBloc."

Read the full case study.

What Other Members of The Bloc Are Saying About AgencyBloc

  • "AgencyBloc has helped us build our business. It's the perfect tool for benefits professionals. I think whether you're a general agent, one-man agency, or a 25-person agency, AgencyBloc is perfect."

     

    Dominic S.Benefit Profiles Inc.

  • "AgencyBloc is our everything. It powers the operations of our entire agency. You can create a workflow for literally anything. We have workflows running in the background for every aspect of our business. Since moving to AgencyBloc, we have never missed a deadline; nothing has fallen between the cracks."

     

    Ashley M.Next Level Insurance

  • "I truly did not know the value that I was getting when I first signed up with AgencyBloc. In the first year alone, my savings on commissions processing and recovering missing commissions payments more than paid for my AgencyBloc subscription. It has saved me money and it has made me money"

     

    Matt T.Central Ohio Group Insurance Agency, Inc.

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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