286 AgencyBloc Testimonials

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  • "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. …

  • "The staff at AgencyBloc have been available, helpful, patient, professional and very easy to work with. The implementation of AgencyBloc replaced a tedious, manual process (using Excel pivot tables) to manage a very unique and complicated commission tracking and payout need. Having the information backed up regularly and web access …

  • "Before AgencyBloc, we spent upwards of 15 hours a week manually uploading commission statements; now we're spending a measly 1-2 hours a week on commissions. We've been able to find hundreds of dollars in payments we would have simply missed last year."

  • "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 …

  • "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 …

  • "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."

  • "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 …

  • "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, …

  • "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 …

  • "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."

  • "Agency Bloc has been a valuable asset and was easy for us to transition to. They were very helpful in moving our data from the old system and helping us with the initial customization. Since then, it has been easy to use and includes some features that we were not …

  • "I can’t express enough how user-friendly AgencyBloc is. The ease of it makes my life so much easier. Commissions used to take me a day or two using our old program. Now I’m done in 20-30 minutes. Customer service, should you need anything, is absolutely a joy to work with …