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.

HAFA

We are proud to partner with Western Asset Protection to assist Medicare agents and agencies in organizing and making their overall business more efficient through automated solutions.

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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.




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"My only regret is that I didn't do this sooner. I wish I had done AgencyBloc from the very beginning. Is AgencyBloc an investment? Yes. Does it cost money? Yes. But is it worth it? Absolutely."
—Debra L., Benefit Choice Advisors, LLC.
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"During Open Enrollment 3 years ago, AgencyBloc saved me 40 hours of time. I pulled 2 paper files during the whole OE period. Last year, we saved even more time. Honestly, I can't tell you when, in the last year and a half, I've pulled a paper file."
—Pam S., Redline Health
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To ask questions, call or email our Sales Team:

866-338-7075

sales@agencybloc.com


Request a Live Demo of AgencyBloc

1. Fill out the form below
2. Receive an email from an AgencyBloc Sales Representative with a link to pick a date and time
3. On your demo: See AgencyBloc live and get your questions answered!