AgencyBloc FAQs

    • Who is AgencyBloc best for - their role(s) within what kind of companies.

      Health and Life insurance agencies—from one and two-person agencies to MGAs and IMO/FMOs.

    • How does AgencyBloc benefit them?

      AgencyBloc is an agency management platform intended for health and life insurance agencies. It has comprehensive tools for Sales Enablement, Quoting, Client and Policy Management, Commissions Processing, and more.
      AgencyBloc aims to lessen the time spent by agencies doing tedious manual tasks. By having a platform that can help keep an agency organized, improve lead management, manage books of business, generate quotes and proposals, uncover missed commissions, and automate workflows, agencies can be more productive.

    • How technical do users need to be to use AgencyBloc's software?

      Our industry-specific software is tailored to what insurance agents need, so most find it very user friendly.

    • What makes AgencyBloc a leader in this space?

      Based on customer reviews, AgencyBloc is the #1 client recommended Agency Management Platform.

    • Who are AgencyBloc's biggest competitors (3-5 companies)?

      1

    • How/why is AgencyBloc better than those competitors (or most others in their market)? What about AgencyBloc is unique, stronger, easier, etc.?

      2

    • What kind of features can customers expect AgencyBloc to release in the near future? And longer term?

      1

    • Which popular or common software does AgencyBloc integrate with?

      AgencyBloc integrates with AgentMethods, Ease, Employee Navigator, Five9, Intulse, Zapier, and more.

    • Software pricing can often be complex. If it's pretty straightforward, list tiers, pricing (per year, seat, etc) and limits for AgencyBloc. If it's not simple, use broad estimates or ranges for typical setups.

      Plans start at $105/month and are customized to each agency.

    • Does AgencyBloc offer a trial or free download available?

      Yes, there is a free trial available.

    • Does AgencyBloc offer any kind of training/education for their product?

      We have a variety of client educational opportunities including but not limited to:
      1:1 Training with a dedicated Client Success Manager
      Custom Built Academy to learn as you go
      Webinars, Workshops, Group Trainings

    • Describe the implementation process and timeline for AgencyBloc software.

      The onboarding and implementation timeline varies based on the solution the agent signs up for. It typically ranges from 3-6 weeks but can differ based on each individual scenario.

    • What are the AgencyBloc support options? List all.

      AgencyBloc offers support via phone, chat, and email during business hours.

    • Do AgencyBloc’s solutions include AI?

      1

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