AgencyBloc Software


 

AgencyBloc is an agency management software for life and health insurance agencies looking for a more effective way to increase company's profitability, enhancing customer satisfaction and controlling costs in today's competitive market.

The solution provides cloud-based agency management system that helps users stay organized and efficient. The solution tracks policies, manages agents and their commissions, and offers reporting tool to analyze business performance. It also offers document management feature giving agents and other staff a single centralized location to store critical documents and electronic scans.

The software dashboard lets users see ongoing activities at a glance, including both individual tasks and company-wide announcements. The software offers many features for agents dealing with health and life insurance, including policy management and carrier tracking. Agents can 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, and documents that can be accessed from anywhere with an internet connection. The software can be scaled to meet the needs of agencies with a low monthly pricing model based on the number of users.

 

AgencyBloc - Key Features
 
  • AgencyBloc - Key Features
    Key Features
  • AgencyBloc - Workflow
    Workflow
  • AgencyBloc - Email Calendar
    Email Calendar
  • AgencyBloc - Commissions
    Commissions
  • AgencyBloc - Cloud
    Cloud
  • AgencyBloc - Why AgencyBloc
    Why AgencyBloc
Supported Operating System(s):
Mac OS, Web browser (OS agnostic)

61 Reviews of AgencyBloc

 

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Software Advice Reviews (4)
More Reviews (57)

Showing 1-4 of 4

Pam from OneSource Benefits
Specialty: Insurance

January 2015

January 2015

OneSource Benefits

Ease-of-use

Functionality

Product Quality

Customer Support

Likes Best

It's pretty easy to use and understand. It covers most of our needs.

Likes Least

I would like more information to show under the preview, not just notes.

Recommendations

I would suggest they compare AgencyBloc to others out there.

 
 

Richard from Swanson-Phillips & Associates, LLC
Specialty: Insurance

December 2014

December 2014

Agency Bloc offers a great alternative

Ease-of-use

Functionality

Product Quality

Customer Support

Likes Best

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.

Likes Least

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.

Recommendations

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
Specialty: Insurance

December 2014

December 2014

Love AgencyBloc!

Ease-of-use

Functionality

Product Quality

Customer Support

Likes Best

It is easy to use. It is created for benefits agents and GA's, and it is constantly updated based on client feedback.

Likes Least

In a perfect world, we'd like to better customize our reports.

Recommendations

We did an extensive search and AgencyBloc was by far the most economic and best solution for benefits agents.

 
 

Shelly from Shelly Alvarez Insurance
Specialty: Insurance

December 2014

December 2014

Great Product / Awesome Customer Service

Ease-of-use

Functionality

Product Quality

Customer Support

Likes Best

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.

Likes Least

I haven't had any bad experiences with their product or the company, so I can't write anything bad about them.

Recommendations

Ask questions before purchasing. We did, and we learned so much. They make it easy to learn, and you should definitely attend their webinars.

 
 
 
Showing 1-20 of 57

Melissa from SeniorHealthpro Corporation
Number of employees: 11-50 employees Employees number: 11-50 employees

August 2017

August 2017

Agency Bloc has made such a difference for the company i work for. Its reliable, and easy

Ease-of-use

Functionality

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Value for Money

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Pros

Honestly everything, its so easy to use. The Agency Bloc company keeps you updated on all the updates and even goes as far as to do training's for all the updates and past updates.

Cons

I have no cons about Agency Bloc. From the time i have started to use it in January, i have no complications.

Source: Capterra
 

Guy from Barra & Associates

June 2017

June 2017

Great management tool. Smart and Linking features help tremendously.

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

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Pros

Ability to quickly find a Client and supporting information. Linking a Relative or Spouse can simplify changes or adding updated information.

Source: Capterra
 

Kayla from efg&m

June 2017

June 2017

Fabulous software, we are loving it and feeling so much more organized!

Ease-of-use

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Pros

Fabulous software, we are loving it and feeling so much more organized! Before this, we were using multiple documents on an intranet and this just pulled everything together for us. Super easy to use!

Cons

The customization for fields is my favorite part, because even though the framework there is fabulous, every broker has different things that you need to track for clients. It's super quick to edit and organize.

Source: Capterra
 

Jay from Insurance Benefits Consultants LLC
Number of employees: 2-10 employees Employees number: 2-10 employees

March 2017

March 2017

Best Management System for Benefits

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
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Quality
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Support

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.

Advice to Others

I would say just try it.

Source: Capterra
 

Connie from Wevodau Insurance & Benefit Strategies, Inc.
Number of employees: 2-10 employees Employees number: 2-10 employees

March 2017

March 2017

Great Program - Easy to Use

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

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Functionality
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We moved from GBS to AgencyBloc in 2016. The difference is night and day. All of our client information is available and easy to search and find. AgencyBloc did a mass transfer of information from GBS to AgencyBloc at the inception of their service. Although there were some updates that had to be done after the fact, the system is very user friendly and we did not lose any information. We like that we can set up scheduled phone calls to clients, and create follow up activities that show up in our dashboards. We also set up the birthday email function so our clients receive a birthday message from us. It has been well received. I feel that the system has much more potential that we have not yet tapped into yet with reporting. Looking forward to using the system to it's fullest potential.

Pros

Easy to Use , Customizable, Lots of reporting Capability, follow up system using the dashboard is great. Also can use the system on your mobile device.

Source: Capterra
 

Shea from RJS and Associates Insurance Services
Number of employees: 2-10 employees Employees number: 2-10 employees

February 2017

February 2017

Amazing, easy to use, fabulous and responsive customer service

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
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I am so happy we found agencybloc. We have tried other client management systems and this one really takes the cake. I think the best part of it is the customer service and the willingness to keep changing and making it better.

Pros

Easy of use

Cons

I wish more things were customizable

Advice to Others

Creating activities is a great way to stay on top of tasks and keep up on the day to day in the office.

Source: Capterra
 

Steve from Custom Health Plans
Number of employees: 2-10 employees Employees number: 2-10 employees

July 2016

July 2016

All In One Insurance Solution for Brokers!

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
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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.

Advice to Others

Just make sure you've got time to really dig in and learn the back end dashboard - it can be a little overwhelming at first, but the staff is super at ensuring you understand the tools they provide, and there are VERY extensive tutorials in their knowledge base.

Source: Capterra
 

Mary from Express Insurance Services
Number of employees: 2-10 employees Employees number: 2-10 employees

July 2016

July 2016

AgencyBloc is a Time Saver!

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
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Functionality
Product Quality
Quality
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Value
Support

AgencyBloc is a time saver especially when it comes to email campaigns. You can quickly sort out a list of customers to send specific emails to.

Pros

You can set up automated emails to customers and forget about it. The system will automatically send out your welcome emails, birthday emails, holiday emails, etc. Then, you can check to see who opened the email, how many times they viewed it, and if they clicked on any links. This is a great way to find out how effective your emails are and if you should continue sending them. From my experience, whoever reads your emails the most, happens to be the customer who refers the most.

Cons

Mass emails are at 2 cents per email, but that's only $2 for 100 emails. (Still a great deal!)

Advice to Others

AgencyBloc is consistently coming up with new ways to improve.

Source: Capterra
 

Antonietta from GDR Financial
Number of employees: 2-10 employees Employees number: 2-10 employees

July 2016

July 2016

Excellent program and wonderful customer service

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
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My experience with this program has been great from the very beginning. It is extremely user friendly and has so many features.

Pros

It has so many features on it and it allows user to input so much detail about your client. Also, even if you make a mistake, it's very easy to go back and fix without losing data. I've also been very fortunate to have a customer service rep (Degin) who is always around to provide help and support when I need it.

Advice to Others

Take advantage of the trial so you can see for yourself how great this software is.

Source: Capterra
 

Bill from The Edgar Group

May 2016

May 2016

Great software for our office - integral to our business.

Ease-of-use

Product Quality

Customer Support

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Support

I like that information on carriers, clients and policies are online and accessible at our convenience. Even if out of the office, we can access policy applications and our communications quite easily as long as we have internet access.

Source: Capterra
 

Rose from Main Street Financial Partners

May 2016

May 2016

User Friendly for the staff and all required admin tasks are easy to find and use.

Ease-of-use

Product Quality

Customer Support

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I have used this tool for only 6 months and find it highly functional, easy to use and have some very clever reports starting with the AgencyBloc Tool. I would highly recommend this and be an advocate for future customers.

Source: Capterra
 

Maria from Carolina Health Connections

May 2016

May 2016

Health Insurance Agency CRM review.

Ease-of-use

Product Quality

Customer Support

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Support

It is fairly easy to use, basically fill in the blanks and attach your files as needed. The system allows you to log in and out as needed to access your client database without having to worry. I recommend to my agents to save the PDF files to AgencyBloc and delete them off their desktop for security.
The hardest part is to get Agents to actually input the data, which is typical of a good sales person they can sell but hate paperwork. It's wise to have the agents pay the cost for data entry.

Source: Capterra
 

Wendi from Stateline Senior Services

May 2016

May 2016

Excellent product and service

Ease-of-use

Product Quality

Customer Support

Ease-of-use
Usability
Product Quality
Quality
Support

WE have been using Agency Bloc as our CRM database for over three years. We are extremely satisfied with the database and the company. Their response time to questions or concerns is excellent and they keep updating the database to provide more options we didn't even know we wanted. I would highly recommend this database to any business that needs to use a CRM system.

Source: Capterra
 

Kim from DBG Financial Group, Inc.

May 2016

May 2016

Happy I made the switch to this product!

Ease-of-use

Product Quality

Customer Support

Ease-of-use
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Support

I definitely didn't do enough research when I was originally selecting a program - mainly to track commissions. The original program I used was not set up for Insurance agents. Unfortunately, it was a waste of my time. Thankfully I started asking other agents what they use and one agent highly suggested AgencyBloc. There are so many wonderful features that AgencyBloc offers. It is geared specifically toward agents and commissions tracking has been a breeze. The customer service is effective and efficient. I highly recommend it!

Source: Capterra
 

Danette from Grace and Porta Benefits, Inc.

April 2016

April 2016

Excellent product and excellent service

Ease-of-use

Product Quality

Customer Support

Ease-of-use
Usability
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We love AgencyBloc!! It is so wonderful to find information regarding our clients in one data storage location. The software has streamlined how and what information we keep track of. What we appreciate most about AgencyBloc is, as they have grown they have not lost sight of what is most important when it comes to software and that is "Customer Service". In the three years since I have been using AB I have always had my questions answered on the first call. Not once has someone had to call me back to resolve an issue. This is huge!!! There is nothing more frustrating than calling customer service and having to leave a voice mail of the problem and then getting a recorded message telling you they will return your call within 24 hours!! Another thing I appreciate about AB is they are very careful and thoughtful about upgrades. When we receive an upgrade, we can count on the fact it has been tested and is tried and true. Thank you so much AgencyBloc Team for providing an excellent product that is dependable and we have great confidence knowing you and your team sincerely care about us and the success of our business.

Source: Capterra
 

Jill from ABC Healthcare Plans Inc

April 2016

April 2016

AgencyBloc has really help us stay organized and more effecient.

Ease-of-use

Product Quality

Customer Support

Ease-of-use
Usability
Product Quality
Quality
Support

Everything has been relatively easy. Running reports, searching for specifics, making changes, marketing, etc...the biggest negative is getting used to the email campaign system and limitations. Love the fact that AgencyBloc is also integrated with other systems we use (Rocket Referal, ACAExpress etc...)

Source: Capterra
 

Tarran from Senior Financial Group

April 2016

April 2016

Happy Customer

Ease-of-use

Product Quality

Customer Support

Ease-of-use
Usability
Product Quality
Quality
Support

With any new product you are going to have lots of questions that come up. The team at AgencyBloc have gone above and beyond helping me with any issues. I've been working closely with Tori and I have to say she wonderful to work with. She is professional, quick to respond and has really grown to know my need for the software.

Of coarse I want something tailored to my specific needs (commissions) however, this is the best thing I've come across

Source: Capterra
 

Elizabeth from Glandon Insurance Agency

May 2015

May 2015

Excellent and very user friendly!

Ease-of-use

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Customer Support

Ease-of-use
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Support

¿The system is very easy to use and I really look forward to using the E-mail communication that I learned about recently, it sounds like it will turn out to be something very helpful!"

Source: Capterra
 

Kevin from Gizmo Health Insurance

May 2015

May 2015

Client for Life

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"You guys are the best. Love that I can track commissions and the new email campaign is going to be a lifesaver down the road."

Source: Capterra
 

Michael from Helpyourselfinsurance.com

April 2015

April 2015

Outstanding product & service!

Ease-of-use

Product Quality

Customer Support

Ease-of-use
Usability
Product Quality
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Support

Being this is my first agency management system, AgencyBloc has been a very easy program to use and understand. Their service has also been outstanding! Kudos to Gary Marr for all his help.

I couldn't be happier with my experience with AgencyBloc.

Source: Capterra
 
 
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