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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.

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.

AgencyBloc is the single best all-in-one insurance platform out there - and I've used just about all of them as the IT Director for Custom Health Plans. Absolutely any part of the system can be found from a top level search, and the lead system especially has unparalleled versatility for customization. It's even possible to post directly into the CRM, and combined with the autoresponder capability, you can have an instant-deploy message go out the moment a lead comes in. It also has a very Google Calendar-esque notification function built in, so you'll never miss a lead having a birthday or with a policy running out. Last but not least, the staff are super responsive, and listen to agents' requests for new features or tweaks to existing ones. Gary Marr especially on their technical team has been a non-stop asset to our overall online endeavors, and is a true gem within AgencyBloc - having an awesome system is great, but having an awesome system with technicians who care is absolutely stellar.

Biggest pros are the ease of customization and searchability, and the simplicity of use on any device. The entire CRM is mobile friendly, so even on the go, the whole system is at your fingertips.

The only real con other than a relatively hefty learning curve (which is expected with this many features) is the lack of a built in rate engine - obviously not a huge deal with so many out there, and if nothing else, it's likely something planned in the future. Regardless, it's easy enough to write a cross-post into a quoting engine AND AgencyBloc without disrupting either one.

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.

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.

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.

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.

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%.

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.

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.

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.

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.

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.

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.

We use it to consolidate our fixed insurance commission reports and pay the advisors. This keeps track of sales, trails and even other expenses that we can manually enter. It has solved a lot of issues in trying to provide statements from our office vs. using Excel and having to keep track of everything we need to add and remember to look up (i.e., older insurance trails, etc.). We revised our workflows to make sure the data is entered accurately up front, and then it's smooth sailing.

The ease of consolidating and reporting information. We replaced our spreadsheets with this and then discovered a lot of additional features that we've gradually started to use as well. This is a great piece of software that's worth every penny... We are small, but the Advisors love the reports compared to what we provided before. And we are no longer spending hours tracking and reporting information for them.

I can't think of anything really. It does a great job at what it's supposed to do. Really it does.

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.

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.

Of course I want to be able to customize it more in certain areas.

We are very happy with the service and are always excited to learn about more features and improvements as it gets better every year.

There is a lot of functionality and it can be very customized to the business. We are still learning about new ways to use the service and the customer service line has always been there to help.

Sometimes the customization can be a little too much and can create confusion because we set something up the incorrect way which causes time and frustration to be efficient.

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

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.

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.

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.

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.

Agencybloc has proven to be a very valuable tool to track our commissions. We use the program for that reason but I can see how powerful it is and how much more we could use it for. Customer service is unmatched and I ALWAYS get a response to my questions quickly. My rep (who I adore) even checks in with me on a regular basis to make sure I'm in good shape. Trainings are very informative and are given frequently and I am grateful for that. I am very, very pleased with our decision to work with Agencybloc and recommend them without hesitation!

I can't think of a thing. It has met and exceeded all our expectations.

What can i say. I love using agency bloc to keep my clients organized. It makes my job so much easier and i couldn't imagine living without it.

There are very few things that i wish would improve with the agency bloc software. One of those things is that i am unable to track a state license under a agency.

I really like the ease of use. The Main Detail page houses all pertinent client info, and then the tabs at the top make it easy to move to Policies and Activities.

I have very little to say for what I like least about this software! My only complaint would be that the 1 time it went down, it took almost all day for it to come back up.

I am extremely happy with my purchase. It came highly recommended and it has meet all of my needs plus some I did not realize that I needed.

Easy of the product is number one! Yes, you will have to learn some items and how they can work for you but there are video to watch and staff willing to help you out.

There has not been anything I have not liked about the product. If I need help on something specific their are video training and staff to assist me. It make life easier that I do not have to go this alone.