AgencyBloc is built with life and health insurance agencies in mind. Import your data and immediately start managing your agency more efficiently.
AgencyBloc makes processing and reconciling simple, helps you recognize missed commissions, and allows you to maintain an overall view of your business.
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.
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.
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.
Grow your referral business and your client base by maintaining constant communication via email, and quickly and easily identify cross-selling opportunities.
"The price and functionality to have contact records, notes, activities, policy detail and commission records all in one place got me in. The customer service and AB’s desire to continually improve the product has kept me in."
—William A., William Avon Financial
"We never knew how efficient our business processes could be until we started using AgencyBloc. We love all the capabilities and efficiencies it allows us."
—Kathy B., Illiana Insurance Agency, Ltd.