Talk to an Advisor

877.702.2082

Send an Email

Screenshots

policy-activitiespolicy-renewal-workflowpolicy-commissionsagency-graphs

Video

Product Quick Facts

Industry Specialties
Healthcare, Other
Pricing
High-end
Works Best For
Any Sized Businesses

About AgencyBloc

AgencyBloc is an agency management system that helps life and health insurance agencies grow their business by organizing and automating their operations using a combination of an industry-specific CRM, commissions processing, and integrated marketing automation.

AgencyBloc’s mission is to provide powerful solutions by making the convoluted, straightforward. We want our technology to transform the organizations that use it. Since its beginning, AgencyBloc was built with life and health insurance agencies’ needs in mind.

AgencyBloc has allowed agencies to manage their agents, clients and prospects in an easy-to-understand platform. With the use of custom fields, agencies are able to further customize it to fit their needs.

Within AgencyBloc, agencies are able to manage their daily operations, maintain consistent communication with clients, prospects and internal agents and staff via email and workflow tools, and process commissions all within one software system. Complete with data visualization through graphs and charts, AgencyBloc helps agencies learn from their data in order to make smarter business decisions.

AgencyBloc’s Email Campaigns feature has allowed agencies to better their prospecting efforts as well as improve their client communications. With mass and automated email capabilities, internal agency communication and external client or prospect communications can be automated.

AgencyBloc’s Commissions Processing feature has saved some agencies tens of hours in manual commissions processing and has saved other agencies thousands of dollars in missing commissions.

AgencyBloc is accessible from desktop, tablet and mobile phones anywhere you have an internet connection. Updates are automatic within AgencyBloc and do not require new downloads or new versions of the system.

Have questions about AgencyBloc? Want to find out more about CRM software? Call, click, or email to speak with an unbiased Technology Advisor for a no-cost, no-obligation consultation on your unique requirements.

Alternatives to AgencyBloc

Learn more about other CRM software by exploring the following products, or review specific types of CRM software including real estate CRM software, CRM software for small businesses, financial services CRM software, and social CRM software.


1 MS Dynamics

Visit website

Microsoft Dynamics CRM's automated features and AI help sales teams better understand their customers, know the best time to send an email, and monitor social channels better than ever before. MS Dynamics also includes a direct connection to the business social platform LinkedIn. Their core CRM package—Dynamics 365 Sales—is focused on sales force automation and helping teams find and close opportunities, and comes as a single tool or can be bundled with other business operations tools.

Learn more about MS Dynamics

2 Hubspot

Visit website

HubSpot CRM is everything users need to organize, manage, track contacts, and build better relationships with customers. Eliminate spreadsheets, manage pipeline, get better customer insights, and speed up sales. The CRM will also let your entire company operate off of one source of truth about the contacts in your database instead of sharing spreadsheets or finding emails. Every interaction is stored in a timeline, including notes about the contact and the content they’ve consumed.

Learn more about Hubspot

3 Nimble

Visit website

Nimble combines the strength of a traditional CRM with contact management, social media, sales intelligence, and marketing automation to deliver relationship insights to help professionals build better work relationships in a multi-channel world. The software integrates productivity apps to gather user contacts, communications, calendar, and collaborations in one platform and draws data from popular social media channels including Facebook, LinkedIn, and Twitter.

Learn more about Nimble

(Last updated on by )

Compare AgencyBloc to other CRM solutions