AgencyBloc Software

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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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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

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.

Pros

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

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%.

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.

Pros

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

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.

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.

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.