Agency management system ideal for small Employee Benefits agencies
We are using AgencyBloc to keep track of our employee benefits policies in our insurance agency. It is helping us to keep track of pending …
AgencyBloc
AgencyBloc
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What is AgencyBloc?
AgencyBloc is an insurance agency management system from the company of the same name in Iowa, built around patient communication and customer relationship management, as well as back-office automation.
Entry-level set up fee?
- No setup fee
Offerings
- Free Trial
- Free/Freemium Version
- Premium Consulting / Integration Services
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Product Details
What is AgencyBloc?
AgencyBloc is an insurance agency management system from the company of the same name in Iowa, built around patient communication and customer relationship management, as well as back-office automation.
AgencyBloc Technical Details
| Operating Systems | Unspecified |
|---|---|
| Mobile Application | No |
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We are using AgencyBloc to keep track of our employee benefits policies in our insurance agency. It is helping us to keep track of pending items, policy information for health insurance business.
- It is very easy to use system. Tabs are clearly defined.
- With the Outlook Plug-in we are able to store emails for a particular activity. This is a very important feature.
- Outlook Plug-in. currently it is a two step process. Ideally, drag and move emails to each activity or client would be a real time saver.
January 06, 2022
We like AgencyBloc and it is good
It is a great way to keep track of sales and other CRM work. It is a great CRM and sales record tool. Very cost-effective and easy to use.
- CRM
- SALES
- Customer Service
- data repository
- More on line webinars.
- The training is good but would like more application based rather than general.
- Would like training to be more tools based rather than general training.