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...


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Supported Operating System(s):

Mac OS, Web browser (OS agnostic)

95 Reviews of AgencyBloc

Average User Ratings

Overall

4.77 / 5 stars

Ease-of-use

5.0

Value for money

4.5

Customer support

5.0

Functionality

4.5

Ratings Snapshot

5 stars

(73)

73

4 stars

(22)

22

3 stars

(0)

0

2 stars

(0)

0

1 stars

(0)

0

Likelihood to Recommend

Not likely

Very likely

Showing 1 - 5 of 95 results

July 2019

Nicole from KHI Solutions

Verified Reviewer

Company Size: 11-50 employees

Industry: Insurance

Time Used: More than 2 years

Review Source: Capterra


Ease-of-use

5.0

Customer support

5.0

Functionality

5.0

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.

February 2020

Kathy from Turning Point Financial

Company Size: 11-50 employees

Industry: Financial Services

Time Used: Less than 2 years

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

February 2020

Unique and Timesaving

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.

Pros

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.

Cons

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

Reasons for Choosing AgencyBloc

It did everything we wanted and then we found out it could be used for even more. As we grow we will explore more features.

September 2020

Todd from The Integrity Group

Company Size: 2-10 employees

Industry: Insurance

Time Used: More than 2 years

Review Source: Capterra


Ease-of-use

5.0

Value for money

4.0

Customer support

5.0

Functionality

4.0

September 2020

AgencyBloc

Finding a product that fit so many aspects of what I was looking for was amazing. When I was searching I found several but they were all missing certain features. This was the most comprehensive program I found and I have been very pleased with it.

Pros

This is a great product for client base and the staff is very helpful and friendly. Many basic features are easy to use and efficient. MANY MANY features to fit different needs of how people may manage their own business. Payroll tracking is amazing and ties right to data tracking all in one program.

Cons

Reports are bit cumbersome to set up. Would like to have more ability to share information at different management levels without giving admin access.

September 2019

Ronnie from FH

Company Size: 11-50 employees

Industry: Insurance

Time Used: Less than 2 years

Review Source: Capterra


Ease-of-use

3.0

Value for money

3.0

Customer support

5.0

Functionality

4.0

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.

July 2020

Jamie from Employee Benefits Marketplace, LLC

Company Size: 2-10 employees

Industry: Insurance

Time Used: Less than 6 months

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

July 2020

AgencyBloc Rocks!

Everyone we have worked with has been great! From the sales demo and getting all our questions answered, to the initial set up, to commission training, etc., everyone has been patient with our hundreds of questions.

Pros

This software program is outstanding! There are too many features to list however, the one that stands out the most is the commission tracker. Just importing commission statements each month and AgencyBloc automating that part of our job is priceless. Instead of searching through statements or spreadsheets, I can quickly run a report in AgencyBloc and see exactly who we are missing commissions for each month.

Cons

As with any software or new program, the least likeable thing is the time it takes to get everything set up and going. Even though this is a "con", I can say since AgencyBloc syncs with another system we use for client data, getting the client and/or carrier information in the system wasn't hard. It just takes some upfront time, as it will with any system.

Reasons for Choosing AgencyBloc

Pricing was a major factor of course, followed by ease of implementation. Since AgencyBloc syncs with Employee Navigator, it was easier to get all of our data imported than with other systems.