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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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.


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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
Schedule a live demo now: