About AgencyBloc

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...

AgencyBloc Pricing

Starting price: 

$65.00 per month

Free trial: 

Available

Free version: 

Not Available

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AgencyBloc User Reviews

OVERALL RATING

SECONDARY RATINGS

Ease-of-use

5

Value for money

4.5

Customer support

5

Functionality

4.5

Showing 1 - 5 of 100 reviews

Nicole

KHI Solutions

Verified reviewer

Company size: 11-50 employees

Industry: Insurance

Time used: More than 2 years

Review Source: Capterra

This review was submitted organically. No incentive was offered

Ease-of-use

5

Customer support

5

Functionality

5

Reviewed July 2019

AgencyBloc at KHI Solutions

Implementing this in 2011 was a huge undertaking with our separate databases for information and commissions, and our old program did not necessarily play the nicest, but since we've been using it over 8 years now, it is so worth the switch. They have implemented new, useful tools for agencies going to this program since we switched, and it seems like they are always working on new things to make it better. 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. Our reps are great and they are always a quick response away from a question or concern.

Pros

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

Cons

Many of my issues with things were learning to use it after we were used to our old database. I know there are some things we don't need or use that I wish you could turn on/off, but that is a VERY minor complaint.

Reasons for choosing AgencyBloc

I can hardly remember what we were looking at at the time, but we liked the web-based platform.

Renee

Southwest Insurance Solutions

Verified reviewer

Company size: 2-10 employees

Industry: Insurance

Time used: More than 2 years

Review Source: Capterra

This review was submitted organically. No incentive was offered

Ease-of-use

5

Value for money

5

Customer support

5

Functionality

4

Reviewed May 2021

Sales Pipeline

We have been very satisfied with Abloc. Even with work arounds it has very much helped us streamline our daily work flows. And now that the Sales Pipeline is available, we are better able to track our leads even better than we had hoped for.

Pros

We had been looking for a better way to keep track of any and all actions that had occurred on a client's policy. Abloc gave us the ability to track all activities and have an easy way to find the history for any action taken over time.

Cons

Tracking leads was a huge issue for us. We felt hindered on being able to track a lead from first contact to issued policy in a way that worked for us.

Reasons for choosing AgencyBloc

Abloc seemed to have most of what we were looking for at the time we were shopping for a system that would work for us. We were able to track not just individual client information, we were able to track group clients as well and in such detail it was an obvious move for us.

Ronnie

FH

Verified reviewer

Company size: 11-50 employees

Industry: Insurance

Time used: Less than 2 years

Review Source: Capterra

This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

Ease-of-use

3

Value for money

3

Customer support

5

Functionality

4

Reviewed September 2019

Agency Bloc is a decent product

It has been overall a good experience. I think they are a little on the expensive side for what they are. They aren't too much more than a large filing system. We could probably get the same use from Google for a whole lot less.

Pros

The system has most of the data that you need frequently available on the first page. It has quick access to policy numbers and contracts if you save it on there.

Cons

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 wish they had a desktop version of this so we could save quickly.

Danielle

Pellegrini and Associates

Verified reviewer

Company size: 2-10 employees

Industry: Insurance

Time used: Less than 6 months

Review Source: Capterra

This review was submitted organically. No incentive was offered

Ease-of-use

5

Value for money

5

Customer support

5

Functionality

5

Reviewed February 2021

A Happy Customer

I have had an amazing experience with AgencyBloc. They had really top notch customer service. There was one point where I email [SENSITIVE CONTENT HIDDEN] everyday for a few weeks and she would ALWAYS reply in about 10 minutes. 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. She was always available to chat when I needed her help. Thank you [SENSITIVE CONTENT HIDDEN].

Pros

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

Cons

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

Reasons for choosing AgencyBloc

This was the system when I started here.

Richard

Swanson-Phillips & Associates, LLC

Verified reviewer

Time used: Free Trial

Review Source: Capterra

Ease-of-use

5

Customer support

5

Reviewed June 2013

One giant step...

If you are looking for a software system to run an agency that specializes in group life and health and related lines you should take a look at the Agency Bloc product. 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.

Pros

Making the decision to change agency management software is extremely difficult but when you run into substantial limitations on functionality it is time to look at alternatives. After switching to Agency Bloc I immediately found that I could generate reports in seconds that took me much longer to generate on my old system. I found the interface to be much more user friendly and service team was there to solve the few minor glitch moments that came up. Perhaps the most important "Pro" I have found is off site storage. We all know the importance of backing up data and we all think we have taken this important setp. I thought that as well, but my server crashed last week and some of that data that I thought was being backed up was not backed up. My existing agency management firm charged me for rebuilding a couple of files and it took some time to get it done. The information on Agency Bloc was unaffected because it was not stored on the server. This is a real plus.

Cons

For some reason it seems that the people who design these agency systems get carried away with setting up functions that the average agency just does not use. In some cases the information that I would like to see on one centralized screen requires that you either change screens several times or set up a "custom" page where you can put the info you want to see in one place. I would like to see more "user defined" fields on the main screens but the ability to set up custome fields on some of the pages works with a little effort.

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