224 AgencyBloc Testimonials

"AgencyBloc's level of security gives us peace of mind that our data and our clients' data is heavily protected, while still allowing our employees to easily access it on-the-go to best serve our clients."

"My agency has used AgencyBloc since our inception in 2017, and it has been pivotal to our operation and growth. AgencyBloc easily handles all aspects of what an insurance agency needs to function — inputting, storing, and tracking client information and policies. But we do so much more than that with the program. AgencyBloc stores all of our clients policy attachments, relationships, and histories for easy recall on who a client is, what we've done with them, and any special circumstances. We run reports to pull information for campaigns, outreach, and new products. AgencyBloc allows us to customize and edit all the fields that are relevant to us so that the program isn't a generic one-size-fits-all for agencies. It even has an automated commissions software. Without AgencyBloc, we wouldn't be able to track, market, organize, and handle our clients the way we do. We've been using it for 7 years and will use it for the rest of our business's lifetime!"

"I've been using AgencyBloc for 5 years. At first, I was very worried about the transition and learning the software, but AgencyBloc's staff is helpful, patient, and nice. Now, I wonder how I ever lived (and did my job as the one who pays the agents) without it. It makes my job a breeze! I would recommend AB to everyone."

"We love the product and all the efficiencies we have experienced with the workflow process and reporting options that AgencyBloc provides us. This database conversion was the easiest transition we have experienced in reference to moving data from one database to another. AgencyBloc is very user-friendly, and if we ever have a question, they are quick to respond and provide a resolution."

"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."