AgencyBloc

AgencyBloc

CRM/Agency Management System for L&H Insurance Agencies

4.8/5 (87 reviews)

AgencyBloc Overview

AgencyBloc was built to make insurance agents' lives easier. This easy-to-use CRM/agency management system makes managing clients, prospects, and agents simple. AgencyBloc provides real-time updates to the product based on client feedback. Features include: commissions processing, email marketing and real-time dashboard analytics that help you make smart business decisions.

Pricing

Starting from
US$65,00/month
Pricing options
Free Trial
Subscription
Value for money

Devices

Business size

S
M
L

Markets

Canada, United States

Supported Languages

English

AgencyBloc Reviews

Overall rating
4.8/5
100% positive reviews
67
Excellent
20
Very good
0
Average
0
Poor
0
Terrible
Steve P.

All In One Insurance Solution for Brokers!

Used Daily for 2+ years
Reviewed on 2016/07/19
Review Source: Capterra

AgencyBloc is the single best all-in-one insurance platform out there - and I've used just about all of them as the IT Director for Custom Health Plans. Absolutely any part of the system can be found from a top level search, and the lead system especially has unparalleled versatility for customization. It's even possible to post directly into the CRM, and combined with the autoresponder capability, you can have an instant-deploy message go out the moment a lead comes in. It also has a very Google Calendar-esque notification function built in, so you'll never miss a lead having a birthday or with a policy running out. Last but not least, the staff are super responsive, and listen to agents' requests for new features or tweaks to existing ones. Gary Marr especially on their technical team has been a non-stop asset to our overall online endeavors, and is a true gem within AgencyBloc - having an awesome system is great, but having an awesome system with technicians who care is absolutely stellar.

Pros

Biggest pros are the ease of customization and searchability, and the simplicity of use on any device. The entire CRM is mobile friendly, so even on the go, the whole system is at your fingertips.

Cons

The only real con other than a relatively hefty learning curve (which is expected with this many features) is the lack of a built in rate engine - obviously not a huge deal with so many out there, and if nothing else, it's likely something planned in the future. Regardless, it's easy enough to write a cross-post into a quoting engine AND AgencyBloc without disrupting either one.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

10.0/10
Cathy B.

Extremely User Friendly & A MAJOR Time Saver!

Used Daily for 1+ year
Reviewed on 2017/09/07
Review Source: Capterra

There are too many to list. But, mainly, the fact that our customers are all in one easy spot, and since we have two office locations, all of us are able to access and utilize the program. I personally have saved many, many hours of my work week, as am now able to simply upload most of our commissions directly into Agency Bloc, and don't have to spend my valuable time simply inputting numbers into Excel.

Pros

Before we purchased the Agency Bloc software, I was spending a good majority of my time simply inputting commissions. This was all done by one person (me!), and I was simply not able to keep up with this exhaustive process, and take care of our customers and their respective issues to boot. Since utilizing the commission feature on Agency Bloc, I now have the necessary time to help our customers and spend the time with each and every one of them. No more working nights and/or weekends just to keep my head above water. Also, the customer service that Agency Bloc extends is absolutely beyond compare. Our rep never fails to respond to our pleas for help (regardless of how trivial), and gets back to us the same day, and usually within the hour even. THANK YOU so much! I would highly recommend Agency Bloc to any insurance agency that is looking to streamline and organize their customer base. With AB, you can be as detail oriented as you like, and rest assured that they will be there to assist you 100%.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

10.0/10
Mindy D.

Great for keeping client information all in one place, it is easy to quickly access the data we need

Used Daily for 2+ years
Reviewed on 2018/05/01
Review Source: Capterra

Being web based, it is easy for our company with several remote offices to all use the same data base. It also makes it easy to access information off site as our agents meet with people outside the office on occasion.

Pros

It's fairly strait-forward to use. The way everything is labeled, after a small amount of training we are able to keep multiple users consistent with data entry. This enables more accurate reporting, which in turn helps with other aspects of running our company such as marketing.

Cons

Duplication of information - Policy detail and coverages share several of the same data points.
I question a bit of the accuracy of reports. Recently I pulled up all active clients and updated missing information. Shortly after that a coworker was pulling up several accounts that had missing information. I have also had a couple of coworkers tell me some attached information had disappeared. This has not happened to me, so I have not been able to determine if it was operator error or the program.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

8.0/10
Richard P.

One giant step...

Reviewed on 2013/06/24
Review Source: Capterra

If you are looking for a software system to run an agency that specializes in group life and health and related lines you should take a look at the Agency Bloc product. It is easy to use, fairly inexpensive, and does a great job generating reports and tracking clients. I am very happy I am making the switch.

Pros

Making the decision to change agency management software is extremely difficult but when you run into substantial limitations on functionality it is time to look at alternatives. After switching to Agency Bloc I immediately found that I could generate reports in seconds that took me much longer to generate on my old system. I found the interface to be much more user friendly and service team was there to solve the few minor glitch moments that came up.

Perhaps the most important "Pro" I have found is off site storage. We all know the importance of backing up data and we all think we have taken this important setp. I thought that as well, but my server crashed last week and some of that data that I thought was being backed up was not backed up. My existing agency management firm charged me for rebuilding a couple of files and it took some time to get it done. The information on Agency Bloc was unaffected because it was not stored on the server. This is a real plus.

Cons

For some reason it seems that the people who design these agency systems get carried away with setting up functions that the average agency just does not use. In some cases the information that I would like to see on one centralized screen requires that you either change screens several times or set up a "custom" page where you can put the info you want to see in one place.

I would like to see more "user defined" fields on the main screens but the ability to set up custome fields on some of the pages works with a little effort.

Rating breakdown

Ease of Use
Customer Support

Jay B.

Best Management System for Benefits

Used Daily for 2+ years
Reviewed on 2017/03/09
Review Source: Capterra

I have been using this system since 2013 and will tell you there is no better on the market today. The customer service is second to no one. I call and they respond immediately to most of my issues. What really impresses me is what I jokingly call my Christmas list when i call in with a suggestion. You see if I feel like there is something missing that I would like to see implemented they carefully listen to me and ( not always ) but a lot of times have implemented the idea. We service approximately 45-50,000 employees and around 200 groups with this system. I believe ( and I have investigated ) that this is the best system in the market place that you can use to service your customers. I highly recommend them to everyone.

Pros

Is it is not only user friendly but adaptable to my needs. I can make changes in certain areas to custom what I am looking at.

Cons

Of course I want to be able to customize it more in certain areas.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

10.0/10

AgencyBloc Pricing

Starting from
US$65,00/month
Pricing options
Free Trial
Subscription
Value for money

AgencyBloc Features

  • API
  • Activity Dashboard
  • Activity Tracking
  • Custom Fields

  • Access Control
  • Audit Trail
  • Auditing
  • Automatic Notifications
  • Compliance Management
  • Customizable Reporting
  • Data Import/Export
  • Document Storage
  • Inventory Management
  • Inventory Tracking
  • Invoice Management
  • Monitoring
  • Real Time Data
  • Reporting & Statistics
  • Third Party Integration
  • Workflow Management

Additional information for AgencyBloc

Key features of AgencyBloc

  • Automated Workflow
  • CRM
  • Commissions Processing

Benefits

Designed specifically for health and life insurance agencies, organize, automate and grow your agency through an intuitive CRM/agency management system with email marketing capabilities to automate your internal and external communications and commissions processing to save you time and money.

AgencyBloc FAQs

Below are some frequently asked questions for AgencyBloc.

Q. What type of pricing plans does AgencyBloc offer?

AgencyBloc offers the following pricing plans:

Starting from: US$65,00/month

Pricing model: Subscription

Free Trial: Available

Q. What are the main features of AgencyBloc?

AgencyBloc offers the following features:

  • Automated Workflow
  • CRM
  • Commissions Processing

Q. Who are the typical users of AgencyBloc?

AgencyBloc has the following typical customers:

Large Enterprises, Mid Size Business, Small Business

Q. What languages does AgencyBloc support?

AgencyBloc supports the following languages:

English

Q. What type of pricing plans does AgencyBloc offer?

AgencyBloc has the following pricing plans:

Subscription

Q. Does AgencyBloc support mobile devices?

We do not have any information about what devices AgencyBloc supports

Q. What other apps does AgencyBloc integrate with?

AgencyBloc integrates with the following applications:

Employee Navigator

Q. What level of support does AgencyBloc offer?

AgencyBloc offers the following support options:

FAQs, Knowledge Base, Online Support, Phone Support, Video Tutorials