286 AgencyBloc Testimonials

"AgencyBloc is easy. We've had great service—the AgencyBloc team reaches out, and we feel supported. We have no complaints."

"Since starting using Automated Workflows less than 2 months ago, I've written 6 new clients and I have received 6 referrals for new business. AgencyBloc allows me to set up a workflow timeline for my entire book of business "hands off". The staff gets an email 10 days before a client's birthday and immediately following a new client's onboarding. I have provided a custom script to my staff, all they need to do is hand write the card. AgencyBloc is a very powerful system for automating those mundane tasks, it's so easy."

"I use AgencyBloc several times a day! It's one of the tools that makes my work easier."

"Take the advice from the agencies that have adopted AgencyBloc; most of them have done their due diligence and they chose AgencyBloc. The big players in the industry are using it, so trust in their choice to use AgencyBloc."

“AgencyBloc has delivered what they promised, they have been fair in the pricing, and they’ve been easy to work with.”

“AgencyBloc has been our time-saver and has helped our agency truly organize all of our operations. Way back to when Steve first talked to us and Tasha trained us, every person at AgencyBloc has been so helpful. It really says a lot about who you guys are and what kind of company you run.”

“AgencyBloc keeps us organized with regards to our current clients and commissions. It’s a huge weekly time saver.”

"AgencyBloc is the only CRM designed specifically for the health and life insurance industry, so it required very little customization. It's an intuitive system at a very reasonable cost with excellent and responsive customer service."

"We have been able to recover over $69,000 in missing compensation with AgencyBloc."

"I truly did not know the value that I was getting when I first signed up with AgencyBloc. In the first year alone, my savings on commissions processing and recovering missing commissions payments more than paid for my AgencyBloc subscription. It has saved me money and it has made me money."

"In terms of the tool itself, the reporting features are phenomenal. The reports are completely customizable and you can pull all of the data points you're looking for in one report. The commissions feature of AgencyBloc is the best. It's cut my time spent on commissions in half. It's way more efficient."

"We used to track our commissions through Excel, but it was just too cumbersome. We considered building our own software, but in the end, we chose AgencyBloc and it was a very wise decision. It's already saving us money and we're catching things we never did with spreadsheets. I would recommend AgencyBloc every day, all day long."

"I've been using AgencyBloc for about 3 years now. It totally keeps me organized. I couldn't exist without it! Thank you, AgencyBloc, for making my life more organized and productive."

"AgencyBloc has been a very useful tool as it has allowed us to manage not only our leads and agents but also the flow of money. If you're considering AgencyBloc, we recommend giving it a try; you may end up loving it as much as we do."

"We use AgencyBloc for all aspects of our agency regarding tracking agents, contracting, policies, commissions, and reporting. It's been a great asset to our agency."