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"I've been using AgencyBloc for 2 years, and I'm extremely pleased with it. AgencyBloc is easy to use and it's flexible—two things I significantly value. The reporting feature allows us to manage and analyze all of our data. Automated Workflows lets us automate our daily, monthly, and yearly tasks making …
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"AgencyBloc is fantastic as a system, but it’s better because of the team behind it. They’re always there to give us support on the spot. Knowing that we can always pick up the phone and call them, it’s as valuable as the system to us."
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“It’s like the difference between mail and email. AgencyBloc makes our day less stressful and much more efficient. It simply allows us to get more done in less time.”
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"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."
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"I looked at several agency management systems and selected AgencyBloc because of the price, it's industry-specific, it's easy to use. I can access my data anywhere, do business anywhere, and the system keeps things fast and in order for me."
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"AgencyBloc is user-friendly and makes moving around with different tabs easy. We have eliminated the most time-consuming responsibility of manually entering LARGE commission statements and are importing commissions in seconds. I had been working with the same software for 40 years, and I wished I'd known about AgencyBloc a lot …
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"AgencyBloc is very user-friendly. Entering client data, posting commissions, generating commission reports, tracking marketing material, saving emails—it’s all so easy. The experience I’ve had with the help desk has been spectacular. AgencyBloc saves us time and thereby, MONEY."
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"AgencyBloc has allowed me to be more targeted, follow up with others on my team, and pinpoint issues right away with better tracking and ability to support one another. In addition, it's constantly evolving and allows for Automated Workflows, so you don't have to worry about reoccurring work and upcoming …
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"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 …
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"This software program is outstanding! Everyone we have worked with has been great! From the sales demo to the initial set up to commission training, etc., everyone has been patient with our hundreds of questions. The one feature that stands out the most for us is commissions. AgencyBloc automates importing …
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"There are several things I’m pleased about, but to narrow it down, AgencyBloc’s Support team is way above top-notch. I feel AgencyBloc has my utmost trust when it comes to safeguarding our customer & agent info. When I pay my agents their commissions, their paytable structure is once again above …
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"Finally, we got AgencyBloc, and it has been a pleasure. We had our own personal rep to work with to transfer the info from our old system to AgencyBloc, and she did a remarkable job—especially since our old system wasn't made for health insurance. AgencyBloc can be accessed by any …
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"Our office moved to AgencyBloc 3 years ago, and we haven’t looked back. Our office can track our growth, whether it’s the number of policies written by an agent, agency, or with a particular carrier. In the past, commissions took days to process—now it's hours. Another timesaving feature: Automated Workflows. …
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"AgencyBloc has been a great addition to our office. The features of AgencyBloc make the processes in our office easier to maintain. Some of the features that have helped our office are: the ability to link customers, allowing multiple attachments to dates, and emails are easily updated to the system. …
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"I’ve been with Agency Bloc for 3 years now; they have nailed it as far as what is needed for a health insurance agency! I recommend you sign up for the commissions piece because AgencyBloc makes it easy to track how I’m getting paid. With a few simple clicks, you …