AgencyBloc Software

AgencyBloc Software

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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

Pricing starts at $70/month.

Starting price: 

$70.00 per month

Free trial: 

Available

Free version: 

Not Available

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AgencyBloc Custom reporting

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 109 reviews

User Profile

Nicole

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
5

Ease-of-use

out of 5
5

Customer support

out of 5
5

Functionality

out of 5

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.

Reasons for switching to AgencyBloc

Our FDP server was getting old, we could no longer find the backup tapes, and we wanted to switch to something web-based and comprehensive.

Donita

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
4

Ease-of-use

out of 5
5

Customer support

out of 5
4

Functionality

out of 5

January 2022

Commissions Module

I can not say enough praise for the AgencyBloc support team. I have had extensive conversations and had them walk me through how to create work flows, sales pipelines, and reporting. Everyone I have worked with is extremely knowledgeable, patient, and so very helpful.

Pros

The commission upload feature is one of my favorite parts of this program. I had spent two years manually calculating for our office. When I called and spoke to the customer service team, they walked me through how to set it up and how to use it and it has saved me a tremendous amount of time. The newest update that allows for keeping statement dates of the reports within the agent report dates was another bonus.

Cons

The way that the imports works with the existing policies to match them up can be frustrating at times and I would like to see the option (at some point) to be able to do edits on the policy or be able to control the override of information from the import so eliminate the need to go back in and change information back on the policy detail page.

Keith

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
4

Ease-of-use

out of 5
4

Value for money

out of 5
5

Customer support

out of 5
5

Functionality

out of 5

May 2022

President of Agency~

Good Value and overall ease of use.

Pros

Using AgencyBLoc has helped improve our client base and data mining sources. A daily CRM tool to manage our existing client base with LEAD reminder to contact call. Overall very satisfied with 'LIVE CHAT' bar and ongoing support.

Cons

The reminder or "To DUE reminder" sometimes will not notify us of a potential upcoming clients birthday for marketing .....the notification system at times will not recognize certain potential future LEADS for our agency.....

Ronnie

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.
3

Ease-of-use

out of 5
3

Value for money

out of 5
5

Customer support

out of 5
4

Functionality

out of 5

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.

Sher

Company size: 11-50 employees

Industry: Insurance

Time used: More 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.
5

Ease-of-use

out of 5
5

Value for money

out of 5
5

Customer support

out of 5
5

Functionality

out of 5

April 2022

An extremely useful, option packed, and user friendly CRM.

I use this software everyday and it is user-friendly and intuitive. i find it fast and rapid to put the data in that I need to and to pull the reports that I need.

Pros

The ability to customize it to meet our needs.

Cons

If I ever had a con, I called customer service and had was speedily helped by extremely pleasant and knowledgeable representative.

Reasons for choosing AgencyBloc

Robustness of the CRM, the ability to personalize it and all of the functions it had for the price.

Reasons for switching to AgencyBloc

Agency bloc was more robust and user friendly. It stored my documents and other client info where i could easily retrieve it.

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