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.

Schedule a Demo

Built Specifically for Life & Health Insurance Agencies

  • Industry-Specific CRM

    AgencyBloc is built with life and health insurance agencies in mind. Import your data and immediately start managing your agency more efficiently.

  • Commissions Processing

    AgencyBloc makes processing and reconciling simple, helps you recognize missed commissions, and allows you to maintain an overall view of your business.

  • Dashboard Analytics

    Be proactive about your agency’s performance. AgencyBloc generates real-time graphs and charts and has reporting tools so you're always aware of the "health" of your agency. 

  • Policy Management

    With AgencyBloc, connect policies with individuals and groups, set up automatic tasks or reminders for important dates on policies, and always be aware of the policy/product makeup of your agency.

  • Workflow Automation

    Automated workflow helps you spend less time on manual, time-consuming tasks. Automatically assign tasks to agents when a due date approaches or send emails to clients when their renewal date is near. Never miss a follow-up.

  • Email Marketing

    Grow your referral business and your client base by maintaining constant communication via email, and quickly and easily identify cross-selling opportunities.


Schedule a Live Demo




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: