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About AgencyBloc

AgencyBloc is an agency management system that helps life and health insurance agencies secure and grow their business. Maintain meaningful communication with your clients and prospects. Set up campaigns to automatically run based on events you determine. Make smart business decisions based on real-time data analysis. View all aspects of your agency through visually appealing graphs, charts, and custom reporting.

Screenshots & Videos

Activities Dashboard
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Pricing

Platforms Supported

  • Browser Based (Cloud)

Organization Types Supported

  • All (Small, Medium, Large)

API Support

  • Available

Modes of Support

  • Online

AgencyBloc Features

Contact Management

Organizing customer data in a centralized location and handling contact details, demographics, transactions, etc.

Dashboard

A digital insight of reports and other workings on a single screen

Document Management

Ability to store and manage your electronic documents

Commission Management

Helps in managing and tracking the commission amounts and simplify as such calculations

Reporting

Sends instant status reports about the task with customer feedback

Marketing Automation

Develop customer relationships, automate marketing programs and measure your marketing ROI

AgencyBloc Pricing

Free Trial

Available

Pricing Options

Premium Plans ( Quotation Based )

Pricing Plans

AgencyBloc Custom

Features

  • Life & health insurance-specific CRM
  • Real-time agency analytics + custom reporting
  • Business + marketing automation
  • Import commission statements
  • Assign multiple payees, including hierarchies
  • Track by revenue type
  • Agent statement access
  • Uncover missed commissions!
  • Create projections & compare actual vs. expected
  • Custom reports & real-time analytics

Disclaimer: The pricing details were last updated on 27/10/2020 from the vendor website and may be different from actual. Please confirm with the vendor website before purchasing.

Learn more about AgencyBloc Pricing.

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AgencyBloc Reviews

User Rating

4.8/5 (Based on 132 Ratings)

Ratings Distribution

  • Excellent

    80.3%
  • Very Good

    19.7%
  • Average

    0%
  • Poor

    0%
  • Terrible

    0%

Do You Use AgencyBloc?

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AgencyBloc User Reviews

Videos on AgencyBloc

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What is an AMS?

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AgencyBloc Featur...

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AgencyBloc Featur...

AgencyBloc Screenshots

Activities Dashboard

Activities Dashboard

AgencyBloc FAQs

What is AgencyBloc used for?

AgencyBloc offers the following functionalities:

  • Contact Management
  • Dashboard
  • Document Management
  • Commission Management
  • Reporting
  • Marketing Automation

Learn more about AgencyBloc features.

Does AgencyBloc provide API?

Yes, AgencyBloc provides API.

AgencyBloc Contact

Vendor Details

Cedar Falls, Iowa

Contact Details

866-338-7075

https://www.agencybloc.com/

Social Media Handles

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