What is AgencyBloc?

AgencyBloc was created to make the lives of insurance agents easier. This user-friendly CRM/agency management solution makes it simple to handle clients, prospects, and agents. Based on client feedback, AgencyBloc modifies the product in real-time. Commission processing, email marketing, and real-time dashboard statistics are just a few of the features that can help you make better business decisions.

The objective of AgencyBloc is to create powerful solutions by simplifying the complex. We want our technology to have a profound affect on the businesses that employ it. AgencyBloc was created with the needs of life and health insurance agencies in mind from the start.

AgencyBloc has made it possible for agencies to manage their agents, clients, and prospects on a simple platform. Custom fields allow organizations to further tailor the system to meet their specific requirements.

Agencies may manage their daily operations, keep in touch with clients, prospects, and internal agents and staff via email and workflow tools, and process commissions all in one software system using AgencyBloc. AgencyBloc provides data visualization through graphs and charts, allowing agencies to learn from their data and make better business decisions.

The Email Campaigns tool in AgencyBloc has helped agencies increase their prospecting efforts as well as client communications. Internal agency communication and external client or prospect communications can both be automated with mass and automated email capabilities.

The Commissions Processing function in AgencyBloc has saved some agencies tens of hours in manual commission processing and thousands of dollars in lost commissions.

AgencyBloc can be accessed from any computer, tablet, or mobile phone with an internet connection. Within AgencyBloc, updates are automatic and do not necessitate new downloads or system versions.