286 AgencyBloc Testimonials

"The greatest value, from my standpoint, is that it has allowed us to do a deep-dive into the analysis of our book of business. It has uncovered things we didn’t know and reassured things we thought we knew.”

"I recently signed up for AgencyBloc and LOVE IT. AgencyBloc has everything I was looking for: a way to organize my clients by product of enrollment, workflow abilities to help me stay on top of my growing business, automated emails, and more. The training and support provided have been top-notch. I am very pleased with AgencyBloc and know the investment will help me grow my business. I give AgencyBloc 5 stars!"

"Our experience with both organizations has been good. They are good people, not overly bureaucratic. That’s what we try to be in the marketplace."

"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 used to, but cannot imagine being without now."

"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.”

“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.”

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