AgencyBloc is a great fit for life and health insurance agencies looking for a more effective way to increase their company's profitability while also enhancing customer satisfaction and controlling costs in today's competitive market.
With AgencyBloc, agencies have an affordable, web-based agency management system that helps them stay organized and efficient. The solution tracks policies, manages agents and their commissions and offers powerful reporting to analyze business performance. It also offers document management, giving agents and other staff a single centralized location to store critical documents and electronic scans.
We really like the software's dashboard, which lets users see all ongoing activities at a glance, including both individual tasks and company-wide announcements. There are several features that were designed to make life easier for agents dealing with health and life insurance, including powerful policy management and carrier tracking. Throughout the system, agents can quickly attach notes or documents to individual accounts for quick retrieval.
AgencyBloc gives users a 360 degree view of each account, from contacts to policies, ongoing interactions to important documents, all in a web-based solution that can be accessed from anywhere with an Internet connection.
AgencyBloc can be scaled to meet the needs of agencies both small and large, with a low monthly pricing model based on the number of users.
Pam from OneSource Benefits
It's pretty easy to use and understand. It covers most of our needs.
I would like more information to show under the preview, not just notes.
I would suggest they compare AgencyBloc to others out there.
Richard from Swanson-Phillips & Associates, LLC
The vendor was very helpful. I needed some special set up help and they worked very hard to meet my needs. The system was priced very competitively as well. I responded to an email that offered a trial period and in a very short time I was up and running on the trial program. There was quite a bit of set up required, and the support team got right on it and had me operational in no time. I was surprised by how much work they were willing to do just to facilitate a trial offer.
Like any agency management system, it always seems like the person who wrote the program never worked in an agency. Some of the terms were strange, and that resulted in some of the functionality being lost.
Don't start an evaluation of something this complex unless you have a lot of time to devote to the process. Make sure you are not going to get into a busy season prior to completing the review. Plan on lots of time to implement any new system.
Dominic from Benefit Profiles Inc
It is easy to use. It is created for benefits agents and GA's, and it is constantly updated based on client feedback.
In a perfect world, we'd like to better customize our reports.
We did an extensive search and AgencyBloc was by far the most economic and best solution for benefits agents.
Shelly from Shelly Alvarez Insurance
We been customers of AgencyBloc for almost two years now, and we like how easy is to manage. Also, their customer service is always spot on.
I haven't had any bad experiences with their product or the company, so I can't write anything bad about them.
Ask questions before purchasing. We did, and we learned so much. They make it easy to learn, and you should definitely attend their webinars.