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Software Status:Active

About AgencyBloc

AgencyBloc is a growth platform from AgencyBloc designed for health insurance agencies. It combines CRM, marketing, quoting and enrollment, and commissions processing to provide a comprehensive solution for agency management. This platform supports agencies in managing client relationships, automating processes, and handling commissions efficiently. AgencyBloc's features include a reliable agency management system, advanced commissions processing with Commissions+, and tools to improve automation and efficiency. The platform is tailored specifically for the insurance industry, ensuring relevant tools and integrations are available to users. Key capabilities: CRM Quoting and enrollment Automation Commissions processing Agency management Best for: health insurance agencies that need a comprehensive system for growth and operational efficiency.

AgencyBloc Details

Vendor
AgencyBloc
Year Launched
2008
Location
115 E 2nd St, Cedar Falls, Iowa 50613, US
Deployment
cloud
Training Options
documentation, videos, live online
Countries Served
All Countries
Languages
English, Spanish, French, German, Portuguese
Users
Agent, Broker, Insurance Specialist, Administrator, Manager
Industries Served
Insurance, Finance, Commission, CRM
Tags
Insurance

AgencyBloc's In-App Market Place

Does AgencyBloc have an in-app market place?

Yes

How many Mini-Apps in the marketplace?

1

Mini Apps

N/A

Pricing Options

Free trial
Free version
Request a quote
Promo Offer

Accepted Payment Currencies

USD ($), EUR (€), GBP (£), AUD (A$), CAD (C$), JPY (¥)

Pros & Cons

  • AgencyBloc is tailored for health, senior, and benefits insurance agencies
  • The platform offers a wide range of functionalities
  • The CRM capabilities allow agencies to effectively manage client relationships
  • AgencyBloc offers workflow automation features that can save time and reduce errors by automating repetitive tasks.
  • The ability to have all relevant data in one location is a huge positive for many users.
  • Some users have reported that the onboarding process can be time-consuming and require a significant investment of time.
  • Some comments indicate that training could be more "tools based".
  • Some reviews mention that the user interface can be unintuitive or difficult to navigate.
  • Some users have expressed that the sales tracking process can be complex.

AgencyBloc's Support Options

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