The #1 Agency Recommended Management System

AgencyBloc is an agency management system that helps life and health insurance agencies grow their business with an industry-specific CRM, commissions processing, and integrated business and marketing automation.

TR King

We are proud to partner with TR King Insurance Marketing to assist life and health insurance agencies automate their operations & gain more strategic insight into their overall business.

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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.

  • Engage+

    Strengthen your online presence, attract and nurture clients, and grow your business — all without having to be a marketing master. Built within the powerful AMS+ solution, Engage+ includes intuitive digital marketing tools and an exclusive content library tailored to the needs of health, Medicare, and benefits insurance agencies.


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Amy L.

"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




Scott A.

"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.

To ask questions, call or email our Sales Team:

866-338-7075

sales@agencybloc.com