AgencyBloc is an agency management system that helps life and health insurance agencies secure and grow their business with an industry-specific CRM, commissions processing, and integrated business and sales automation. Whether you are a GA, MGA, IMO, FMO or solo life and health insurance agency, AgencyBloc provides powerful tools to easily manage, access and report on client, prospect, agent and commission data.
Available 24/7 with a cloud-based, industry-specific CRM. Looking for a better way to manage your agency? AgencyBloc's insurance CRM has everything you need to keep track of your clients, prospects and agents and use the information to make smart business decisions. Simply import carrier statements, and AgencyBloc takes care of the splits for you.
Available 24/7 with a cloud-based, industry-specific CRM. Looking for a better way to manage your agency? AgencyBloc's insurance CRM has everything you need to keep track of your clients, prospects and agents and use the information to make smart business decisions. Simply import carrier statements, and AgencyBloc takes care of the splits for you.
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Headquartered in Iowa, AgencyBloc began as a bootstrap startup in the Midwest's "Silicon Prairie" and was founded in 2008 by 17-year internet and technology experts Adam Lewis, Cory Schmidt, and Marc Reifenrath. After several years of hands on research and development of custom solutions for health and life GAs, they built AgencyBloc, a SaaS (software-as-a-service) platform.
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With AgencyBloc, your life and health insurance agency has all the features needed to organize your agency, communicate with clients and prospects, and grow your business from anywhere. Maintain a more organized and efficient agency with AgencyBloc. Quickly service clients, streamline communication and activities, and process and track commissions.
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AgencyBloc helps me manage 30 carriers, 4,000 policies, for over 400 groups. AgencyBloc has also saved me 80 hours in manual calculations for commissions and I would absolutely recommend them for all your commission needs. AgencyBloc is the most functional and advantageous at one of the most economical prices.
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Taylor Behrens and Kelsey Rosauer discuss how to use an agency management system, like AgencyBloc, to improve client communication, effectively manage policies, cross-sell with ease, and more. An agency management system, or AMS, is a SaaS (software as a service) technology that insurance agencies use to organize their book of business and more effectively run their operations.
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AgencyBloc has streamlined our business. It has operationally helped us in more ways than one. We've been able to take our business to the next level and grow because of our partnership with AgencyBloc. AgencyBloc is an agency management system (AMS) built for life and health insurance agencies that helps you:.
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