Health and Life insurance agencies—from one and two-person agencies to MGAs and IMO/FMOs.
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.
Our industry-specific software is tailored to what insurance agents need, so most find it very user friendly.
Based on customer reviews, AgencyBloc is the #1 client recommended Agency Management Platform.
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AgencyBloc integrates with AgentMethods, Ease, Employee Navigator, Five9, Intulse, Zapier, and more.
Plans start at $105/month and are customized to each agency.
Yes, there is a free trial available.
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
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.
AgencyBloc offers support via phone, chat, and email during business hours.
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