AgencyBloc
UnclaimedAll-in-one agency management system for health and life insurance professionals.
Visit WebsiteReviews onG2Capterra
140 reviews trackedThe Bottom Line
Entry price
Paid plans only
Biggest pro
Specifically designed for health and life insurance agencies, not a generic CRM.
Biggest con
No free trial or free tier explicitly mentioned.
TL;DR - AgencyBloc
- All-in-one platform for health and life insurance agencies.
- Centralizes CRM, marketing, quoting, enrollment, and commissions.
- Automates workflows to boost efficiency and revenue.
Pricing: Paid only
Best for: Enterprises & pros
4.7/5 across review platforms
What is AgencyBloc?
AgencyBloc is a comprehensive agency management system (AMS) designed specifically for health and life insurance agencies. It replaces disparate tools and spreadsheets with a unified platform that centralizes client, policy, and commission data. The platform helps agencies manage their book of business, streamline marketing efforts, simplify quoting and enrollment processes, and accurately track commissions.
AgencyBloc's Plus Suite includes AMS+ for client and policy management, Commissions+ for automated commission processing, and Quote+ for quoting and enrollment. It caters to independent agents, general agencies (GAs), IMO/FMOs, call centers, and even health insurance carriers, providing industry-specific solutions to increase sales, improve client retention, and ensure compliance. The system emphasizes automation to reduce manual tasks, prevent missed opportunities, and allow agents to focus on client relationships and growth.
Available on: Web
Pros & Cons
Pros
- Specifically designed for health and life insurance agencies, not a generic CRM.
- Consolidates multiple functions (CRM, marketing, quoting, commissions) into one platform.
- Automates repetitive tasks, saving time and reducing errors.
- Helps uncover missing commission revenue.
- Provides tools for compliance and client retention.
Cons
- No free trial or free tier explicitly mentioned.
- Pricing details are not publicly available, requiring a demo or contact for information.
- Primarily focused on health and life insurance, which might not be suitable for other insurance types.
Ratings Across the Web
4.7(140 reviews)
Ratings aggregated from independent review platforms. Learn more
Preview
Key Features
Client and Policy Management (CRM)Marketing Automation with pre-built contentQuoting and Enrollment toolsCommissions Processing and ReconciliationCompliance TrackingTask and Activity TrackingAutomated Workflows (Lead Nurturing, Client Retention)Insurance Phone Dialer / VoIP integration
Pricing Plans
Basic
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- Customer & Policy Management
- Customer file & document management
- Prospect & Client Management / Communication
- Click-to-text leads, individuals, and agents
- Automated lead workflows
- Automated lead assignment & routing
- Text messaging
Premium
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- Customer & Policy Management
- Health, senior, & benefits-specific CRM
- Automated servicing workflows
- Customer file & document management
- Prospect & Client Management / Communication
- Click-to-text leads, individuals, and agents
- Electronic Scope of Appointment, ACA Consent to Contact, & ACA Attestations
- Appointment scheduler for leads and individuals
- Text & email appointment reminders
- Email inbox integration
- Calendar availability sync
- Rx Collect
- VoIP / Telephony
- Call queues for leads
- Integrated VoIP
- Call recording & storage
- Lead Management
- Lead post vendor integration
- Lead import tool
- Personalized lead dashboards & pipeline management
- Automated lead workflows
- Automated lead assignment & routing
- Lead forms
- Marketing
- Text messaging
- Email marketing
- Landing pages
- Insurance Agency Websites *
- Analytics & Reporting
- Standard reporting
- Custom reporting
- Quoting & Enrollment Integrations
- Connecture
- CSG Actuarial (Senior / Medicare)
- Ease
- Employee Navigator
- FEX Quotes (Final Expense)
- Lead Advantage Pro
- SunFire
- Other
- Zapier integration
- Email forwarding
- Microsoft Outlook sync
- Direct Mail Manager *
Reviews
4.7/5
Across 140 verified user reviews on Capterra, G2
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AgencyBloc FAQ
How does AgencyBloc's Commissions+ solution help recover missing commission revenue?
Commissions+ streamlines the reconciliation of carrier statements and tracks agent splits, allowing agencies to easily identify discrepancies and spot missed commissions that might otherwise go unnoticed, ultimately helping to recover lost revenue.
Can AgencyBloc integrate with existing third-party quoting and enrollment tools, or must we use Quote+?
AgencyBloc's AMS+ is designed to integrate with leading third-party quoting and enrollment tools. While Quote+ is available as an all-in-one solution, the system supports syncing data from other platforms to eliminate duplicate manual entry and maintain accurate records.
What specific types of automation are available within AgencyBloc to assist with lead management and client retention?
AgencyBloc offers various automation tools, including lead nurturing and conversion workflows, client retention automation for timely communication, and automated follow-up sequences for new lead form submissions. These features help ensure prompt responses and consistent client engagement without manual intervention.
Is AgencyBloc suitable for large insurance carriers, or is it primarily for smaller agencies and uplines?
While AgencyBloc is widely used by independent agents, GAs, and IMO/FMOs, its Quote+ solution is also designed to help health insurance carriers expand their reach, promote group health insurance products, and increase sales through its nationwide capabilities.
How does AgencyBloc ensure data compliance and security for sensitive client and policy information?
AgencyBloc provides a secure and compliant space for managing client and policy data. The platform is built with features to help agencies meet industry compliance standards, although specific security certifications or protocols are not detailed, it emphasizes a secure environment for all centralized data.
Source: agencybloc.com