Agency management system ideal for small Employee Benefits agencies
October 06, 2021
Agency management system ideal for small Employee Benefits agencies
Score 8 out of 10
Vetted Review
Verified User
Overall Satisfaction with AgencyBloc
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.
Pros
- 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.
Cons
- 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.
Do you think AgencyBloc AMS+ delivers good value for the price?
Yes
Are you happy with AgencyBloc AMS+'s feature set?
Yes
Did AgencyBloc AMS+ live up to sales and marketing promises?
Yes
Did implementation of AgencyBloc AMS+ go as expected?
Yes
Would you buy AgencyBloc AMS+ again?
Yes
Comments
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