The product is amazing, it makes our entire AEP season go smoothly and creates an environment that is stress-free when we need it most!

Nothing, it is great! I guess only better integration with Lead Advantage Pro but that might be hard.

I was able to use it immediately and the best part was that I had help from Agency Bloc to download my clientele.

How easily it was set up and the training that came with it

There are a few things I would like it to do for instance if I am working a case I would like the projected due date to remind me in an email to me. I would also like an account to show the whole family not each individual

It looks nice, but for me, that's where it stops at.

Better functionality and a better user interface, I find many of the functions "clunky"

I'm a single owner/broker. I became an AgencyBloc customer before I had a single client or a single lead to enter into the database. I knew my business would grow and that I needed to get started properly. Yes, I could have built an Excel spreadsheet, but did I want to track and develop business on the back of my Excel skills? AgencyBloc allowed me to get off the ground quickly so I could focus on my business instead of sorting through or building a CRMish database.

I realize this sounds like I'm speaking in reverse, but this is only fully realized after utilizing AgencyBloc. AgencyBloc's customer support team is OUTSTANDING. I ask a lot of questions and am always trying to stretch what can be done. The Support team is very knowledgeable, professional, and personable. They understand the concept of what I'm trying to accomplish vs how I sometimes communicate what I'm trying to get done. A solid, built-for-insurance CRM coupled with great support is vital to my business. I didn't need to build from the ground up what I wanted to track. With only a few customizations that I was able to do myself, I was up and running quickly. Even though I'm a small business, I depend on AB, it's the first platform I open each morning.

My least favorite function is Email Marketing. I say the least favorite with a caveat....I have been using AB's Email Marketing as part of my ongoing marketing for the past 18 months and will continue to do so. It's a bit clunky. Once you understand how it works, it works well. Email marketing is very important to me and I'll continue to use it.

Overall, our experience is great with AgencyBloc. We are so happy that we are able to utilize this program for what we really need to use it for. Primarily we like to use this program for tracking commissions.

We really utilize the commission module almost on a daily basis. We like that we are able to make sure that we are compensated for all of our policies. I enjoy being able to run the commission report every month to see which policies we didn't have a payment on. I like the feature of activities on the individual lead page. I use that page to upload a lot of our agents leads on there. It is really nice that as the Admin we are able to look into our agent's business, not to be nosey or intruding, but to reach out to them to see if they need help reaching out to contact leads. We want all of our agents to succeed so being able to have one centralized location of seeing their activity has been a great help. We have 4 new agents using this program. I feel that they generally like the system as well since we see them using it. I enjoyed having someone that we could reach out to personally and would take the time out of their day to help me with any questions, [sensitive content hidden] was a great onboarding instructor. If we couldn't figure out a solution she would find the answer and get back with me.

I personally feel that there are a few things that could be adjusted better to help us as an agency. One feature that I find slightly annoyed with is that the information doesn't automatically save, that we have to hit save for all the pages. I don't really like the feature where we have a husband and wife both have separate policies and accounts, so I don't want to merge the contact, so I wish I could dismiss that comment on the page and it not ask me that again. Also, my husband is the insurance agent and I am on the administrative side of the company, so it's unfortunate that we can't both be logged into AgencyBloc at the same time under 1 log in. We would have to pay for another user account and we just feel like that expense isn't necessary. I would like the custom fields for the note section to be bigger, sometimes we have so many notes on a client that scrolling through the note field can be tedious.