AgencyBloc

The #1 Recommended Insurance Industry Growth Platform.

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Overview

AgencyBloc is a cloud-based agency management system and CRM built specifically for health, life, and group benefits insurance agencies. It combines a CRM, marketing automation, quoting and enrollment tools, and commissions processing to help agencies streamline operations and grow more efficiently.

✨ Key Features

  • CRM
  • Policy Management
  • Commissions Processing
  • Marketing Automation
  • Quoting and Enrollment Tools
  • Reporting and Analytics
  • Workflow Automation

🎯 Key Differentiators

  • Specific focus on the life and health insurance industry
  • Comprehensive commission tracking capabilities
  • User-friendly interface and strong customer support

Unique Value: AgencyBloc's industry-specific platform helps life and health insurance agencies to streamline their operations, improve their sales process, and grow their business.

🎯 Use Cases (4)

Managing clients, policies, and carriers. Tracking and processing commissions. Automating marketing and client communication. Streamlining quoting and enrollment processes.

✅ Best For

  • Used by over 6,500 independent agencies, uplines, and carriers.

💡 Check With Vendor

Verify these considerations match your specific requirements:

  • Not designed for P&C agencies.

🏆 Alternatives

JenesisNow NowCerts HawkSoft

AgencyBloc's deep focus on the life and health insurance market provides more specialized features and workflows compared to more generic agency management systems.

💻 Platforms

Web

🔌 Integrations

Ease

🛟 Support Options

  • ✓ Email Support
  • ✓ Live Chat
  • ✓ Phone Support

🔒 Compliance & Security

✓ SOC 2 ✓ HIPAA ✓ BAA Available ✓ HITRUST ✓ SOC 2 Type II

💰 Pricing

Contact for pricing

✓ 30-day free trial

Visit AgencyBloc Website →