286 AgencyBloc Testimonials

“When we moved to AgencyBloc, we found both historical and current data, and all our client communication were all in one location. It was a major improvement in our processes and also in our agency.”

"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."

“AgencyBloc has allowed our agency to tap into underutilized potential.”

"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 and super friendly! I highly recommend AgencyBloc to anybody considering a more user-friendly database—you won’t regret it."

"I finished commissions in record time this month—5 hours!!! Down from 5 DAYS with our previous CRM!! Thank you, thank you, thank you!! We love AgencyBloc."

"For those of us in the Life & Health field, 98% of the fields in AgencyBloc are useful in what we need to store our material. Items are very easy to find in the attachment section, and benefits at a glance are faster for us to find when we get a call from our clients."

“AgencyBloc is a constantly evolving CRM that has already improved our processes quite a bit, and we are hoping, with continued updates, it can evolve even more to keep our company as organized and efficient as possible.”

“AgencyBloc has streamlined our business. It has operationally helped us in more ways than one. We’ve been able to take our business to the next level and grow because of our partnership with AgencyBloc.”

“AgencyBloc has helped streamline pretty much everything—our business, our reporting, our policies. It has made our business flow so much better.”

"The biggest benefit is the ability to maintain the organization and all of our different processes. AgencyBloc has been the most flexible system we’ve worked with."

“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.”

“If you’re a reporting, OCD-type person, then this is the AMS for you. I haven’t found any flaws. It’s been very helpful for touching base with our clients, staying current with our data, and keeping us organized.”

"AgencyBloc is our everything. It powers the operations of our entire agency."

"We were losing prospects and losing business. There is never going to be a good time to change your CRM. It was the beginning of Medicare OEP and our busiest time, but it was the best decision I've made for this agency. Our last Open Enrollment was up 400% over the prior year."

"AgencyBloc has proven to be a very valuable tool to track our commissions. The customer service is unmatched, and I ALWAYS get a response to my questions quickly. AgencyBloc has met and exceeded all our expectations, and I'd recommend them without hesitation."