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.


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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An Agency Management Platform 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.


"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:


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!