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.

Custom reporting
Custom reporting

Custom reporting

Dashboard

Dashboard

Group activities

Group activities

Policy graphs

Policy graphs

Policy commission details

Policy commission details

Policy details

Policy details

Supported Operating System(s):

Mac OS, Web browser (OS agnostic)



82 Reviews of AgencyBloc

Overall rating

5.0 / 5 stars

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William from Allstate

Number of employees:  2-10 employees

Ease-of-use

Value for money

Customer support

Functionality

November 2018

Commissioin

Top notch. Highly recommended

Pros

One of the best I've used. Our commission tracking and processing between producers, subproducers, agents and financial specialists can get messy sometimes and AgencyBloc helps mitigate the problems and run smoothly. Pricing is also very simple and fair.

Cons

I cant thing of anything that I don't like about the software. It's an expensive I don't really want in the agency but it's certainly not AgencyBloc's problem.

Review Source: Capterra

Joe from Financial Resources of Kansas City Inc

Number of employees:  2-10 employees

Ease-of-use

Value for money

Customer support

Functionality

July 2018

I use this for my insurance agency which specializes in employee benefits

Pros

The software is very easy to access and get my clients information pulled up very quickly. I use for notes under policies and find it very easy to use.

Cons

I do not like how i have to go back to the original group client name each time i want to click on a different policy under the group.

Review Source: Capterra

Morten from InsMed Insurance Agency Inc.

Number of employees:  11-50 employees

Ease-of-use

Value for money

Customer support

Functionality

July 2018

Great software with great support.

Pros

I like the fact that it is a cloud based system with the ability to easily add custom fields. I also very much like the built in ability to do mass emails/email-drops as well as some built-in automatic workflow functions. Commission importing is also very easy and time saving. 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.

Cons

We had used a different software for more than a decade and I may be biased because of that. There is a feature, related to how AgencyBloc has products set up, that I am not keen on. However, it is not a major issue for our work and use of the system.

Review Source: Capterra

Christina from Choice Enrollment

Number of employees:  2-10 employees

Ease-of-use

Value for money

Customer support

Functionality

June 2018

This is a must have product to manage large groups of clients.

The benefits of using this product out weigh its downfalls in its ability to search for particular clients/files.

Pros

I love that I can customize the template for my clients needs. 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.

Cons

I do not like how some of the search options function. Occasionally you can put in the correct client information and no file will pull up. The files there you just have to go to another piece of information, for example a telephone number instead of a last name.

Review Source: Capterra

Karen from Pines Consulting Services Inc

Number of employees:  2-10 employees

Ease-of-use

Value for money

Customer support

Functionality

June 2018

I HAVE TRIED OTHER SYSEMS, I FIND THIS SYSTEM EXCELLENT AND EASY TO USE

ALL MY CLIENTS AND DOCUMENT IS IN ONE PLACE AND EASY TO ACCESS

Pros

THE FLOW OF MOVING FROM ONE SECTION TO ANOTHER. I LIKE THE FACT THAT YOUR SERVICE DEPARTMENT IS REALLY HELPFUL

Cons

I WOULD PREFER FOR THE ACTIVITIES AND NOTES TO BE DATES WHEN PUT IN SYSTEM. THERE IS NOTHING ELSE THAT I LEAST LIKE ABOUT YOUR SYSTEM

Review Source: Capterra

Joshua from Davis Insurance Resource

Ease-of-use

Value for money

Customer support

Functionality

June 2018

This is perfect for Life and Health agents

.

Pros

I love how this is setup specifically for Life and Health agents. There are so many customization that can be made, but it already is setup and can be used exactly how it is. There is an endless amount of customized reports that can be ran. This is setup so that if you are a single person or if you are an agency or even if you oversee multiple agencies this is built for it. It is affordable for a month for 1 person to use....Way cheaper than anything else i looked at.

Cons

I use Facebook for marketing/lead generation. Agencybloc is not directly integrated with Facebook. I just currently emailed Agencybloc to get info on how to set this up.

Review Source: Capterra

MIndy from Senior Insurance Services LLC

Number of employees:  11-50 employees

Ease-of-use

Value for money

Customer support

Functionality

May 2018

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

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.

Review Source: Capterra

Heather from fortune brokerage group

Ease-of-use

Value for money

Customer support

Functionality

April 2018

Positive

Pros

It's easy to use and I like that I could look back on all my past commissions
I would recommend this to anyone looking for an easy commission program!

Cons

There really isn't anything I could think other than the price. Since we only use the software 1x per month.

Review Source: Capterra

Angela from Eagle Group Associates, Inc.

Number of employees:  2-10 employees

Ease-of-use

Value for money

Customer support

Functionality

April 2018

Love this software!

Better tracking, improved customer service ability and more efficient time management.

Pros

This has made our tracking of clients and customer service so much better. And it is easy to train my staff and agents to use as well no matter their level of knowledge with previous CRMs.

Cons

Sometimes the report tools are a bit restrictive, but they have improved greatly over the last couple of years.

Review Source: Capterra

Deborah from Mckay Insurance Services, LLC

Ease-of-use

Value for money

Customer support

Functionality

April 2018

Perfect Customer database software for the insurance agency.

Pros

It is designed around what information I need to track for my customers so the reports are helpful. I am so glad I am not paying for more than I needed. I looked at Salesforce but it was too much for a small agency like mine. When my general agency recommended Agencybloc, it was perfect.

Cons

The only feature I like least is the reporting. Takes a lot of time to figure out how to get the end result that we need for labels, forms, or other papers. We do not take the time to look at training or call, but I am sure if we did it would help.

Review Source: Capterra

Tiffany from Health Insurance Associates, Inc

Ease-of-use

Value for money

Customer support

Functionality

April 2018

Overall, very good

Pros

Ease of use, does most everything we need it to. Allows my agents to access it from their tablets, phones and laptops while out in the field.

Cons

There are a few functions that I wish AgencyBloc to do: Allow my agents to send out their own mass email campaigns. Wish it was more expensive to simply allow them to have access to their own commission payments. Wish they could also run their own reports, ie: missing commission reports. I feel to much is put on my simply because the agents don't have access to a lot of functions just simply because we don't pay a higher fee.

Review Source: Capterra

Danette from Grace and Porta Benefits, Inc.

Number of employees:  11-50 employees

Ease-of-use

Value for money

Customer support

Functionality

April 2018

This is a well though out program and their custome service is excellent!

A single location to store our cleint informations as well as commission data. In addition the ability to customize is excellent.

Pros

Customer service. We appreciate that the updates are well tested and thought out before they are released.

Cons

Some of basic reports could be more robust in terms of the ability to select any field in the database while choosing a report.

Review Source: Capterra

Denise from Choice Enrollment

Ease-of-use

Value for money

Customer support

Functionality

March 2018

Very user friendly

Pros

The software is very easy to train new employees. The new hires have a very small learning curve. New hires are and running day one. Adding clients is very easy and quick. Stability of software has been the best part of using AgencyBloc.

Cons

The sort features are somewhat limited. Would like to see ability to search for clients and agents expanded.

Review Source: Capterra

Nathan from Hutchison Insurance Services

Ease-of-use

Value for money

Customer support

Functionality

March 2018

Super user Friendly! Great platform to keep business organized.

We received better client organization, tracking, in office communication and processing which has increased productivity greatly.

Pros

AgencyBloc's streamlined platform offers the ability to easily search for policies, clients, activity history, as well as track activity and progress among other agency staff.

Cons

Can't say there is anything I don't like. We moved to AgencyBloc from another platform about 8 months ago and the transition was painless.

Review Source: Capterra

Joe from Senior Preferred LLC

Ease-of-use

Value for money

Customer support

Functionality

March 2018

It's rare to find a product that not only meets and exceeds your expectations like AgencyBloc does.

Pros

This software gives me the ability to keep track of clients and truly understand my business. The reports function allows me to run a custom report in literally seconds. In addition, the ability to create a follow-up activity for a client or prospect has provide me one software that keeps my team completely on top of follow-up! I have referred several colleagues to AgencyBloc.

Review Source: Capterra

Sandra from Huebner Insurance

Number of employees:  2-10 employees

Ease-of-use

Value for money

Customer support

Functionality

March 2018

I am 70 years old and had retired. Therefore, not ever having used a software such as this. Easy

It is perfect for storing all our files in one place and at our fingertips. We can use it in many ways to help remind our clients when it is time for renewals, so they will not let their policies lapse. It does many things, allowing everything being accessible with just a tap of the keys instead of searching different sites for the information needed.

Pros

There are so many facets of the software to help market anyoneproducts. Like that you listen to us and change the software accordingly. You are there for us immediately on chat support.

Review Source: Capterra

Mark from My Family Health Insurance

Ease-of-use

Value for money

Customer support

Functionality

January 2018

Great CRM. Wouldn't change if they charged me more

Pros

Being able to connect a client with a spouse, a referral partner or a group account is critical for us. The software makes it easy to do all of these.

Cons

Not the easiest to learn when you don't follow the training courses. A lot of capabilities but it takes a bit to make it work best for your situation

Review Source: Capterra

Bill from Blanchard Independent Insurance

Ease-of-use

Value for money

Customer support

Functionality

October 2017

We're a small 2 pers Medicare office, new to AB, getting going was pretty easy just in time for AEP.

Pros

What we like the most is it is insurance industry specific and that we are able to tailor it to our specific wants and needs.
The ability to download scans into specific clients files has simplified our startup with AB. Instead of keying in all the old notes I scanned them into pdf's and downloaded those. The same goes with plan analysis and supporting documents.
With AB our client files are now always with us and the hard copies are elsewhere in a secure HIPPA compliant location.

Cons

I often find that what I think I don't like is overturned with some experience and the help desks input.
There is some clumsiness in downloading stored file to attach to emails etc but I'm still finding my way around.

Review Source: Capterra

Jay from SeniorSource Medicare Solutions

Ease-of-use

Value for money

Functionality

September 2017

Software is very user friendly, allows enough customization for my use, and adds value.

Pros

Ease of use, has nice accessibility with being internet-based. Also, it is made for health insurance industry so it is secure.

Review Source: Capterra

Cathy from Camas Prairie & Seyer Insurance

Number of employees:  2-10 employees

Ease-of-use

Value for money

Customer support

Functionality

September 2017

Extremely User Friendly & A MAJOR Time Saver!

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%.

Review Source: Capterra