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AgencyBloc Review
Product Snapshot
Product Pricing
Product is available in multiple plans:
- Agency Management – Plans start at $59 per month
- Plus Commissions – Plans start at $158 per month
Technology
Product is a SaaS solution that requires no hardware for installation.
Customer Focus
Vendor works with health and life insurance agencies, insurance agents and agency managers.
Select Customers
JTS Financial, McLaughlin & Smoak Benefits, Altus Retirement Services LLC, Illiana Insurance Agency Ltd, Brystra Insurance Services
About AgencyBloc
AgencyBloc is agency management software that provides users with an industry-specific CRM, commissions processing tools and is equipped with an integrated business and marketing automation functionality. The platform enables users to manage, access and report client, prospect, agent and commission data, as well as streamline communication processes and activities.
The software’s built-in CRM is designed specifically to support life and health insurance agents, automate CRM workflows and is designed to manage aspects of group insurance policies including individual contracts, company information, policy information and benefits information. Additionally, the platform is equipped with property mapping tools that enable users to import carrier statements each pay period, ensures carriers are on-time with payments and that all payments are accurate.
About the Company
AgencyBloc was founded in 2008 and is headquartered in Cedar Falls, Iowa.
AgencyBloc Key Features
- Predetermined activity settings and event triggers
- Automated workflows including agent assignment, client emails for policy renewal and prospect emails
- Lead capture and funnel tools
- Integrated lead forms
- Internal and external email tools
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