Manage prospects, clients, policies, agents, carriers, and more in an industry-specific CRM built with your needs in mind.
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.
Effectively work leads and track sales opportunities through customizable board-view pipelines for every type of business you do.
Effectively manage policies in a way that's simply not possible in generic CRMs. Track policyholder info, enrollments & elections, coverage data, and more.
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.
Get a quick glimpse on the health of your agency with real-time graphs and charts. Dive deeper for valuable insights through custom reporting.
"I wish we would have switched to AgencyBloc sooner because the system is such a good match for our agency. It does exactly what we hoped it would do, and I wish we’d have found it earlier."
—Amy L., Altura Benefits
"Finally, an agency solution for a health agency! We have been looking for a product like this for years! Support has been excellent, and for our agency it works perfect."
—Scott A., Don Allred & Associates, Inc.