

AgencyBloc Software
About AgencyBloc
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
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AgencyBloc User Reviews
OVERALL RATING
Showing 1 - 5 of 109 reviews

Nicole
Verified reviewer
Company size: 11-50 employees
Industry: Insurance
Time used: More than 2 years
Review Source: Capterra
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
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
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
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
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.