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AgencyBloc AMS+

AgencyBloc AMS+

Overview

What is AgencyBloc AMS+?

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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Recent Reviews

TrustRadius Insights

AgencyBloc is a versatile software that provides insurance agencies with an efficient and organized way to track and develop their …
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Awards

Products that are considered exceptional by their customers based on a variety of criteria win TrustRadius awards. Learn more about the types of TrustRadius awards to make the best purchase decision. More about TrustRadius Awards

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Pricing

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Entry-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)

  • $105 per month
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Product Demos

AgencyBloc + Intulse Overview Demo

YouTube

AgencyBloc Feature: Automated Organization & Customer Service

YouTube

AgencyBloc Preview: Sales Pipeline

YouTube

AgencyBloc Feature: Sales Pipeline

YouTube

Intulse AgencyBloc Integration Demo Jan2020

YouTube
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Product Details

What is AgencyBloc AMS+?

AgencyBloc, an Agency Management Platform, supports life and health insurance agencies with a suite of industry-specific solutions and services, including Sales Enablement, Quoting, Client and Policy Management, and Commissions Processing.

AgencyBloc AMS+ Features

  • Supported: Insurance CRM
  • Supported: Commissions Processing

AgencyBloc AMS+ Screenshots

Screenshot of AgencyBloc Sales PipelineScreenshot of AgencyBloc Policy ManagementScreenshot of AgencyBloc New Policy Management

AgencyBloc AMS+ Technical Details

Deployment TypesSoftware as a Service (SaaS), Cloud, or Web-Based
Operating SystemsUnspecified
Mobile ApplicationNo

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 AMS+ starts at $105.

The most common users of AgencyBloc AMS+ are from Small Businesses (1-50 employees).
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Comparisons

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Reviews and Ratings

(6)

Community Insights

TrustRadius Insights are summaries of user sentiment data from TrustRadius reviews and, when necessary, 3rd-party data sources. Have feedback on this content? Let us know!

AgencyBloc is a versatile software that provides insurance agencies with an efficient and organized way to track and develop their business. With its user-friendly interface, AgencyBloc helps users manage a wide range of tasks, such as tracking commissions, clients, policy changes, and scheduling client interactions. The software's automated environment has proven to be a game-changer for insurance agencies, allowing them to streamline their operations and triple their book of business by transitioning to paperless operations. The commission tracking feature is particularly beneficial, allowing users to easily enter commissions manually or import them from various sources, saving time and providing detailed reports. Additionally, the customizable nature of AgencyBloc enables users to tailor it to their specific needs by adding custom fields and running reports based on their requirements.

One of the most praised aspects of AgencyBloc is its customer support. Users appreciate the prompt responses and helpful explanations provided by the support team. Furthermore, the software offers a comprehensive solution for health insurance agencies as it accurately tracks policies and commissions specific to this industry. Users find great value in keeping all client information in one place, including notes, enrollment applications, activities, and to-do lists. This centralized system improves communication within the office and allows for easy access to client information when providing personalized service. AgencyBloc also offers automated workflows that save time on tasks such as client management, policy management, agent tracking, and recruiting. The software's ability to efficiently store documents and attach them to individual accounts or policies is highly advantageous for businesses. Overall, AgencyBloc simplifies administrative tasks and enhances efficiency so that insurance agencies can focus on client interactions and expanding their customer base.

Comprehensive Features: Users have praised AgencyBloc's CRM for its comprehensive features. Many reviewers have appreciated the ability to track commissions and save notes on clients, which has improved their efficiency and decreased human error.

User-Friendly Platform: The user-friendly interface of AgencyBloc has been highly valued by users. They find the platform easy to navigate and appreciate the customizable options that fit their specific needs. This positive sentiment indicates that AgencyBloc is able to provide a seamless experience for its customers.

Responsive Customer Support: The responsiveness and knowledge of the customer support team at AgencyBloc have received high praise from users. Several reviewers have mentioned how valuable it is to receive ongoing support throughout the onboarding process and beyond. This strong support system contributes to a positive overall experience with the platform.

  1. Time-consuming onboarding training: Some users have found the onboarding training for AgencyBloc to be time-consuming, requiring approximately 40 hours to complete. This has been a common concern among reviewers who suggest dedicating time every quarter to learn and incorporate changes to the CRM.

  2. Complex sales tracking process: Users have expressed frustration with the complex and inefficient sales tracking process in AgencyBloc. They mention that there is a multiple-step setup required for opportunities and related activities, making it cumbersome to use.

  3. Poor user interface and unintuitive design: Reviewers have mentioned that they did not like the user interface of AgencyBloc, finding it unintuitive and difficult to navigate. Several users have also reported that the integrations with other systems did not work well, adding to their dissatisfaction with the software's overall usability.

Users have made several recommendations for AgencyBloc based on their experiences. Firstly, users suggest setting aside time to focus on uploading information for quality reports later. This can help ensure that the system is working efficiently and provides accurate data. Secondly, users recommend AgencyBloc for new agencies and startups. The platform is considered cost-effective and can provide the necessary tools for managing an agency effectively. Finally, users find AgencyBloc to be user-friendly and appreciate its integration with Outlook and other enrollment management tools. It is recommended to do research and develop specific processes based on office needs to keep everything organized. These recommendations highlight the benefits of using AgencyBloc in optimizing current client potential and creating future sales. Furthermore, users consider it the only software they would recommend, especially for agents who provide legitimate feedback to help the system grow.

Attribute Ratings

Reviews

(1-2 of 2)
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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.
It is a great CRM and we like to use it. It works well and is a relatively cost-effective cloud measure.
  • 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.
Five9, Slack, Attribution in Google Analytics (Adometry)
200
We work in the insurance field.
150
Sales admin and customer serivce.
  • CRM
  • Customer Service
  • casemanagement
  • Connectivity.
  • Automated reports.
It works well.
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
Not bad for a roll out.
great support
No did not think we would need it
No
Yes they provided links to training and other useful items
it is generally easy to use and quiet effective.
  • running reports
  • analysis
  • commisions
  • some data is hard to find
Yes, but I don't use it
Score 8 out of 10
Vetted Review
Verified User
Incentivized
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.
It is web based so you can access the system from anywhere. It is easy to customize.
  • 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.
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