Agency Suites

AgencyBloc

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Ratings & Reviews

Overall Rating

3.84 / 5 (49)

4.77 / 5 (92)

Ease-of-Use

3.5 / 5

5.0 / 5

Value for Money

3.5 / 5

4.5 / 5

Customer Support

3.5 / 5

5.0 / 5

Functionality

3.5 / 5

4.5 / 5

Last Reviewed

June 19, 2020

March 19, 2020

Pros/Cons

  • Pros

  • The functionality of this software is great. Being able to connect all of our companies and quote them all at once is a huge time savor.

  • This product has saved me HOURS of doing competitive quoting! It was the best decision our office has ever made.

  • Cons

  • At times, the quote process fails but typically we have found that this isn't the software but at times the insurance company we are working with.

  • Sometimes it doesn't rate and you don't know why.

  • Pros

  • This has made our tracking of clients and customer service so much better. And it is easy to train my staff and agents to use as well no matter their level of knowledge with previous CRMs.

  • 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.

  • Cons

  • Not the easiest to learn when you don't follow the training courses. A lot of capabilities but it takes a bit to make it work best for your situation

  • Sometimes the report tools are a bit restrictive, but they have improved greatly over the last couple of years.

Product Demo & Pricing

Demo

Pricing Range

What does it cost?

Software pricing is complicated and highly customizable. Let us help you figure out which products are really in your budget.

Advisor Recommendations & User Awards

FrontRunners

N/A

N/A

Number of times our advisors have recommended this product

(in the last 30 days)

N/A

N/A

Technical Info

Ideal Customer Size

Small

Medium

Large

Small

Medium

Large

Operating Systems

Windows

Mac

Linux

Windows

Mac

Linux

Screenshots