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.
AgencyBloc
AgencyBloc
AgencyBloc
Starting at $75 per month
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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.
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Reviewer Pros & Cons
View all pros & consPricing
View all pricingEntry-level set up fee?
- No setup fee
For the latest information on pricing, visithttps://www.agencybloc.com/pricing
Offerings
- Free Trial
- Free/Freemium Version
- Premium Consulting / Integration Services
Starting price (does not include set up fee)
- $75 per month
Product Details
- About
- Competitors
- Tech Details
- FAQs
What is AgencyBloc?
AgencyBloc, an agency management system, 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, sales management, and integrated business and marketing automation.
AgencyBloc Competitors
AgencyBloc Technical Details
| Operating Systems | Unspecified |
|---|---|
| Mobile Application | No |
Frequently Asked Questions
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 starts at $75.
Zywave Sales Cloud - Agency Management, NextAgency for Health and Life Insurance, and Zywave Content Cloud - Employee Benefits Content Packages (Broker Briefcase) are common alternatives for AgencyBloc.
Comparisons
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Reviews and Ratings
 (5)
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June 15, 2022
We like AgencyBloc and it is good
Score 10 out of 10
Vetted Review
Verified User
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.
- Sales.
- Customer Service.
- Decent ROI and efficient work flow.
- Low cost of entry and quick to roll out.
- Effective and efficient.
- Five9
It is a good efficiently priced solution we like the cloud-based aspect of the software and is a relatively good value.
200
We work in the insurance field.
150
Sales admin and customer serivce.
- CRM
- Customer Service
- casemanagement
- Connectivity.
- Automated reports.
Not Sure
- Price
- Product Features
It does what we need it to do
not really
- Implemented in-house
Change management was a big part of the implementation and was well-handled
it was a large team effort
- some data issues
No did not think we would need it
No
Yes they provided links to training and other useful items
- running reports
- analysis
- commisions
- some data is hard to find
Yes, but I don't use it
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.
- Automated workflod
- Outlook Plug-in
- Most Agency Management systems are expensive. AgencyBloc is really affordable.
AgencyBloc is so easy to use. User Friendly. Easy navigation between tabs. Information is readily available and not buried under deep information tree. It is probably the best system for small agency.