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.

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Other Brokerage Inc. members are already using AgencyBloc. Become a Member of The Bloc with them today!


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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.

An Agency Management System 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.


Learn more about AgencyBloc: