AgencyBloc AMS+

About AgencyBloc AMS+
AgencyBloc was built to make life and health insurance agents' lives easier. This easy-to-use agency management platform makes managing clients, prospects, and agents simple. AgencyBloc provides real-time updates to the product based on client feedback. Features include: sales enablement, quoting, client and policy management, commissions processing, and more.
Key benefits of AgencyBloc AMS+
Designed specifically for health and life insurance agencies, organize, automate and grow your agency through an intuitive agency management system equipped with an industry-specific CRM and policy management, workflow automation tools to automate your internal and external communications, commissions processing to save you time and money, and more.
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Reviews
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Review Source
Overall rating
- Ease of Use
- Customer Support
AgencyBloc Rocks
Reviewed on 2013/10/04
We are a growing ancillary General Agent who was in need of a more robust database and tracking...
We are a growing ancillary General Agent who was in need of a more robust database and tracking system. We were previously using Microsoft Access to track our agents quotes and service issues but that limited us to one user and was not cloud-based. We added another employee and it is imperative that all members of the team can see the activities and notes from the different groups we manage. Agency Bloc fits this bill.
Agency Bloc helps us manage our entire current block of business as well as all our new quoting activity and customer service issues. If one person goes out, the next can easily pick up on open items or issues. The system will even allow us to pay commissions if we pay the upgrade.
As we quoted out ideas for an agency management system, we talked to a variety of vendors. Agency Bloc was the most reasonably priced.
I recommend fully Agency Bloc to the agents I work with. It is an affordable professional solution for benefit agents.
- Industry: Insurance
- Company size: 11–50 Employees
- Used Daily for 1+ year
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Review Source
Overall rating
- Ease of Use
- Customer Support
- Likelihood to recommend 8.0 /10
Review of AgencyBloc
Reviewed on 2023/08/02
Pros
The report system is easy to use and everyone in our office is able to run their own reports. The individual detail pages is easy to use and very organized so it is easy to find information fast.
Cons
The email marketing is extremely lacking. There is no spellcheck, the features are limited, and you cannot send test emails. You are unable to change setting for workflows once someone has gone through, so you have to inactivate the workflow and start over anytime you want to make a change. You cannot removed certain fields on pages that are unnecessary to your company.
- Industry: Insurance
- Company size: 11–50 Employees
- Used Daily for 1+ year
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 6.0 /10
Agency Bloc is a decent product
Reviewed on 2019/09/15
It has been overall a good experience. I think they are a little on the expensive side for what...
It has been overall a good experience. I think they are a little on the expensive side for what they are. They aren't too much more than a large filing system. We could probably get the same use from Google for a whole lot less.
Pros
The system has most of the data that you need frequently available on the first page. It has quick access to policy numbers and contracts if you save it on there.
Cons
It is a little obnoxious that it is web based. It takes more than just saving a contract or a guide to a folder. I wish they had a desktop version of this so we could save quickly.
- Industry: Insurance
- Company size: Self Employed
- Used Daily for 2+ years
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 10.0 /10
AgencyBloc is EXACTLY what I need!
Reviewed on 2023/05/05
I'm a single owner/broker. I became an AgencyBloc customer before I had a single client or a single...
I'm a single owner/broker. I became an AgencyBloc customer before I had a single client or a single lead to enter into the database. I knew my business would grow and that I needed to get started properly. Yes, I could have built an Excel spreadsheet, but did I want to track and develop business on the back of my Excel skills? AgencyBloc allowed me to get off the ground quickly so I could focus on my business instead of sorting through or building a CRMish database.
Pros
I realize this sounds like I'm speaking in reverse, but this is only fully realized after utilizing AgencyBloc. AgencyBloc's customer support team is OUTSTANDING. I ask a lot of questions and am always trying to stretch what can be done. The Support team is very knowledgeable, professional, and personable. They understand the concept of what I'm trying to accomplish vs how I sometimes communicate what I'm trying to get done. A solid, built-for-insurance CRM coupled with great support is vital to my business. I didn't need to build from the ground up what I wanted to track. With only a few customizations that I was able to do myself, I was up and running quickly. Even though I'm a small business, I depend on AB, it's the first platform I open each morning.
Cons
My least favorite function is Email Marketing. I say the least favorite with a caveat....I have been using AB's Email Marketing as part of my ongoing marketing for the past 18 months and will continue to do so. It's a bit clunky. Once you understand how it works, it works well. Email marketing is very important to me and I'll continue to use it.
Alternatives Considered
Google SheetsReasons for Switching to AgencyBloc AMS+
See my above comments.- Industry: Insurance
- Company size: 2–10 Employees
- Used Daily for 1-5 months
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 10.0 /10
AgencyBloc, Saving us Time.
Reviewed on 2023/04/14
Overall, our experience is great with AgencyBloc. We are so happy that we are able to utilize this...
Overall, our experience is great with AgencyBloc. We are so happy that we are able to utilize this program for what we really need to use it for. Primarily we like to use this program for tracking commissions.
Pros
We really utilize the commission module almost on a daily basis. We like that we are able to make sure that we are compensated for all of our policies. I enjoy being able to run the commission report every month to see which policies we didn't have a payment on. I like the feature of activities on the individual lead page. I use that page to upload a lot of our agents leads on there. It is really nice that as the Admin we are able to look into our agent's business, not to be nosey or intruding, but to reach out to them to see if they need help reaching out to contact leads. We want all of our agents to succeed so being able to have one centralized location of seeing their activity has been a great help. We have 4 new agents using this program. I feel that they generally like the system as well since we see them using it. I enjoyed having someone that we could reach out to personally and would take the time out of their day to help me with any questions, [sensitive content hidden] was a great onboarding instructor. If we couldn't figure out a solution she would find the answer and get back with me.
Cons
I personally feel that there are a few things that could be adjusted better to help us as an agency. One feature that I find slightly annoyed with is that the information doesn't automatically save, that we have to hit save for all the pages. I don't really like the feature where we have a husband and wife both have separate policies and accounts, so I don't want to merge the contact, so I wish I could dismiss that comment on the page and it not ask me that again. Also, my husband is the insurance agent and I am on the administrative side of the company, so it's unfortunate that we can't both be logged into AgencyBloc at the same time under 1 log in. We would have to pay for another user account and we just feel like that expense isn't necessary. I would like the custom fields for the note section to be bigger, sometimes we have so many notes on a client that scrolling through the note field can be tedious.
AgencyBloc AMS+ FAQs
Below are some frequently asked questions for AgencyBloc AMS+.Q. What type of pricing plans does AgencyBloc AMS+ offer?
AgencyBloc AMS+ offers the following pricing plans:
- Free Trial: Available
Q. Who are the typical users of AgencyBloc AMS+?
AgencyBloc AMS+ has the following typical customers:
Self Employed, 2–10, 11–50, 51–200, 201–500, 501–1,000, 1,001–5,000
Q. What languages does AgencyBloc AMS+ support?
AgencyBloc AMS+ supports the following languages:
English
Q. Does AgencyBloc AMS+ support mobile devices?
AgencyBloc AMS+ supports the following devices:
Q. What other apps does AgencyBloc AMS+ integrate with?
AgencyBloc AMS+ integrates with the following applications:
ClientCircle, Employee Navigator, Five9, Intulse
Q. What level of support does AgencyBloc AMS+ offer?
AgencyBloc AMS+ offers the following support options:
Email/Help Desk, FAQs/Forum, Knowledge Base, Phone Support, Chat
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