224 AgencyBloc Testimonials

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  • "I wish we would have switched to AgencyBloc sooner because the system is such a good match for our agency. It does exactly what we hoped it would do, and I wish we’d have found it earlier."

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

  • “Many times, smaller agencies can’t get the technology that bigger agencies can because of the financial cost. With AgencyBloc, you’re tailoring it to what you need, and it doesn’t cost me a lot of money. As a business owner, that’s really important.”

  • "AgencyBloc is our rock. None of us could work from home without it."

  • "We began using AgencyBloc in 2014, and it has been a blessing every day since! AgencyBloc allows us to access client information in the office, at home, or out in the field. The customer service provided by AgencyBloc is top-notch! Using AgencyBloc has helped our administrators and agents be more efficient and effective in managing business and our clients."

  • "AgencyBloc is a comprehensive system for an affordable price. It allows us to be well organized and to take care of all of our clients and prospects. We’re able to log all service calls, emails, sales prospects, and send policy renewal reminders. This allows us to provide a strong paper trail if and when we may need to resolve any E&O issues."

  • "I had 20 years of data to move over to AgencyBloc and I was never on my own. I have used AgencyBloc’s support every step of the way and I can tell you that I have never been disappointed."

  • "I have been using AgencyBloc for about 6 months and it is truly amazing! I had been using a custom system for about 20 years, so I was nervous about making the change. AgencyBloc made it so easy! They have truly done their homework and know what an agency needs. Also, their Help Section is awesome! I would highly recommend them."

  • "AgencyBloc has proven to be an invaluable tool. We use it to keep track of our client's information, run reports, and generate important reminders in an efficient manner. It is truly terrific."

  • "AgencyBloc has been amazing for our agency. Tech and staff were very helpful in our transition to AgencyBloc. Connecting our clients to our agents with commission splits, and our agents having the ability to see commissions and status of their clients in real-time has saved our agency a tremendous amount of time. I am always impressed with the knowledge of tech support over the phone. Yes, over the phone! AgencyBloc is there to help and really know their product."

  • "AgencyBloc has made a huge difference for me in the area of production, efficiency, and convenience. It is very simple to use, functional, and it operates very clean. By that I mean it works. Much stress has been lifted by being able to locate clients, policies, set follow up activities, make notes, and store important documents. I had my best AEP this year and AgencyBloc is a big contributor to that."

  • "We have been with AgencyBloc for almost 10 years and they have been great. They are open to our suggestions for improvements and are always there to help when needed. So glad we have them as our CRM."

  • "Our transition to AgencyBloc was extremely smooth and their support along the way was invaluable. We feel like we finally have a database from the 21st century."

  • "I have been using AgencyBloc for several years and find it to be the most efficient CRM I've used. What I need from a CRM is quick access to data and a layout that flows well so information is easy to find. AgencyBloc provides everything I need at the click of a button. I highly recommend AgencyBloc for three reasons: ease of use, quick access to data, and service."

  • "AgencyBloc has everything we need: flexibility, accessibility, commissions tracking, and ease of navigation. The data migration was stress-free, the customer service is awesome, and we love how simple it is to connect individuals, enter data, and just plain run our business."