Would highly recommend this system from price, to ease of use, to responsiveness, all great.

Customer service is great at helping through this process. Offers commission reconciliation, lead management, automated workflow.

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.

I would say it is a limited system from others I have worked with.

The ease of use and ease of implementing were among the top reasons we choose AgencyBloc. I am too busy to have to take on a system that requires hours of training.

The ease of consolidating and reporting information.

It is very user friendly when you need to add or subtract information. And works decently with other programs that are required at my office.

When I was searching I found several but they were all missing certain features. This was the most comprehensive program I found and I have been very pleased with it.

I like the  continuous product improvements - most recently the addition of Outlook integration. We have also  very much enjoyed the strong customer/product support from AgencyBloc.

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.

This is a great product for client base and the staff is very helpful and friendly. Many basic features are easy to use and efficient.

I have been searching for a csm for a long time but found that most csm's were geared for people in the financial services industry or the p&c industry. In other words, they failed to meet my needs.

It has been overall a good experience. I think they are a little on the expensive side for what they are.

I like being consulted when they are thinking about new items to roll out and how that would affect what we do, or if it is even worth it.

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 have used AgencyBloc for some time now. I have been very impressed with the ease of use and especially the customer service that I have received.

Love the fact that AgencyBloc is also integrated with other systems we use (Rocket Referal, ACAExpress etc...).

We use it to consolidate our fixed insurance commission reports and pay the advisors. This keeps track of sales, trails and even other expenses that we can manually enter.

Thanks again AgencyBloc in your help in getting us started and your fantastic customer service.

I would recommend this system for any agency/broker of any size, the price and system advantages are worth it. One easy place to track all your clients.

What I liked most about this software is the ease of use. I find it every easy to navigate Agency Bloc.

AgencyBloc is a really good CRM. Perfect for what we use it for and the customer service is excellent.

Prior to this, we were tethered to a server database. I also like that it is integrated between the database and commissions, as our prior commissions and information databases were not the same.

Positive experience for a start-up system to help track & maintain business.

I dislike that I am unable to see the email campaigns on my dashboard.

I like the web-based platform so we can access it anywhere.

Our reps are great and they are always a quick response away from a question or concern.

Some of the terms were strange, and that resulted in some of the functionality being lost.

Ease of use and compatibility within the office.

I feel like about of my amazing experience has to do with her excellent customer services. She took the time to explain things to me and provided me with the necessary information.

Occasionally you can put in the correct client information and no file will pull up.

Super smooth and clean software to integrate with collaborators and offer incentives for your business.

It totally fixed our commission issues where we had errors and often were not paid on time.

There is no way to bulk-edit users. You have to manually edit each user, one at a time.

The software is very powerful yet easy to use.

We wanted our sales teams to work efficiently and we knew that the only way for them to do this is by investing in a simple and easy solution like Sales Cookie.

Quick and easy deployment. Backed by a strong development team that can deliver features quickly and resolve bugs swiftly.

Could not find anything that I disliked or a feature that I thought was missing.

A solid sales commission management solution with a fantastic service.

I rely on Sales Cookie to tell me how I'm doing and budget accordingly based on my expected sales commission. The support team is also a pleasure to work with with super-fast response times.

We use multiple tools to kick start our business so we were on the lookout for such a solution that integrates with popular tools on our lists, luckily Sales Cookie did that for us.

The integration with Salesforce is a really help and a time saver. The connection pulls data hourly from Salesforce.

Sales Cookie makes the process of tracking, calculating and reporting sales commissions simple and straight forward. The interface is very user friendly and intuitive.

The product itself is a good product that is capable of doing what we need but [SENSITIVE CONTENT HIDDEN] in particular is outstanding.

Super sleek interface, and easy interaction with different pages to make setup a breeze. Reports are super useful and you can get to all the action data quickly.

Native integration with Salesforce and Xero. Responsive and knowledgeable customer support.

We were managing our sales commissions manually which took a lot of time away from sales and often had some back-and-forth due to errors.

It extremely easy to use commission management solution that is ideal for mid to large sizes. The third party integration with tools like PowerBI are great and customer support is great.

Sales Cookie is a very affordable way to manage sales commissions. We're very happy with the solution and recommend it.

The support team representative was very easy to work with.

Lots of control, beautiful interface, great features.

We no longer need to calculate commissions manually (with all the associated errors, delays, etc.).

I love the manager dashboard as it allows me to see attainment and commission trends for each of my team members. Our executive team likes the plan simulation as well as the gamification options.

A solid solution to managing sales commissions.

We love the ease and organization of Sales Cookie for our commissions and more importantly, we love the team.

No more spreadsheet and inaccurate data. Ease of use for our field reps who love the self-service aspect and the real time dashboards with their potential commissions.

They easily integrate with top tools such as Salesforce, Hubspot, Zapier, and more.

Powerful functionality in an easy to use format.

Modern visual : even people not in the sale team can understand the dashboards. Easy to use :so gain of time.

Comprehensive solution for commission administration.

They integrate directly with SalesForce and Dynamics. You can sync data from any user or system view.

We have been incredibly impressed by the customer support that we have received to troubleshoot or educate us on the product. I would recommend to any company as their first commission software tool.

Access to current and past commissions. Improved ability to measure progress.

What I liked most about Sales Cookie was its user-friendly interface and how it effortlessly streamlined our sales processes. It made our work so much more efficient and saved us valuable time.

Easy to use and navigate and provides great historic data if necessary to review.

A Strong & Reasonable Solution to Managing Commissions.

Sales Cookie is very flexible and offers many great features that were beyond my expectations.

Good solution to manage sales commissions at a fair price.

My business has benefited better with Sales Cookie because our investment in this solution took place on a monthly plan but the value being offered was more.

US Dollar

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

AgencyBloc provides cloud-based agency management solutions that help insurance agencies stay organized and efficient, including sales enablement, quoting, client and policy management, commissions processing, and more. 

The dashboard lets users see ongoing activities at a glance, including both individual tasks and company-wide communication. 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 contact and policy records for quick retrieval.

Additionally, with Quote+, brokers can compare all types of health insurance offerings, including community rated, medically underwritten, and ancillary, in one central place with more valuable quoting and proposal tools.

AgencyBloc gives users a 360-degree view of their business, 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 of all sizes


LongDescription

Insurance Policy Management

Lead Capture

Activity Tracking

Policy Management

Projections

Customizable Fields

Collaboration Tools

Activity Management

Email Tracking

Contact Management

Opportunity Management

Configurable Workflow

Lead Management

Mobile Access

Sales Reports

Performance Metrics

Real Time Updates

Activity Dashboard

Reminders

Commission Management

Reporting/Analytics

Life & Health

Sales Forecasting

Document Management

Sales Pipeline Management

For Insurance Industry

Insurance Management

Email/Help Desk

FAQs/Forum

Knowledge Base

Phone Support

Chat

Self-Employed

2-10

11-50

51-200

201-500

501-1000

1000+

AgencyBloc AMS+

Live Online

Webinars

Documentation

Videos

Sales Cookie is a cloud-based solution designed to help SMBs and large companies automate sales commission for their reps. It provides a modern user interface with an online dashboard that breaks down goal and payout information for sales teams. Using a plan designer tool, Sales Cookie can be used to design compensation and incentive plans, including complex rewards, without the need for technical knowledge. It can provide fast and accurate calculations for all sales reps in just a few clicks. Sales Cookie supports multiple currencies and offers enterprise reporting, flexible rewards management, configurable user permissions, plus more. 

Forecasting

Agency Commission

User Management

Status Tracking

Organizational Charting

Tiered Commissions

Performance Management

Customizable Reports

Access Controls/Permissions

Dispute Management

Financial Analysis

SSL Security

Employee Reward Programs

Single Sign On

Incentive Management

Integrations Management

Bonus Management

Sliding Scale Commissions

Template Management

Compensation Plan Modeling

Data Import/Export

Audit Trail

Multi-Currency

Planning Tools

Compliance Management

Commission Calculations

Split Commissions

Commission Scheduling

Role-Based Permissions

Flat Commissions

Commission Rules/Conditions

Workflow Management

Alerts/Notifications

Reporting & Statistics

Compensation Management

Customizable Templates

Commission Statements

Accounting Integration

Commission Calculator

Audit Management

Real-Time Reporting

Percentage Commissions

Goal Setting/Tracking

Commission Overrides

Third-Party Integrations

Compensation Statements

Search/Filter

Market Data Analysis

Business plan: $30/user/month (no contract required).
No dashboard: $10/user/month (no contract required).

AgencyBloc AMS+ vs Sales Cookie

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