"I am 70 years old, had retired, and have never used a software such as this. It's easy. There are so many facets of the software to help market products to anyone. It's perfect for storing all of our files in one place and at our fingertips. AgencyBloc listens to …

"We have been using AgencyBloc for a couple of years now and love it! We keep all our customer information online so everyone can easily access it, including what plans they have and a description of the plan in PDF form. It also is a much less time-intensive way to …

"I've been using AgencyBloc for almost a year and cannot imagine running my business without it. It's very intuitive, easy for me to understand, and customizable as needed. I look forward to setting up additional workflows and integrations to streamline my processes."

"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 …

"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."

"I LOVE this product. Each day I am finding more ways to use it to help me keep in touch with my clients—especially since the pandemic. I have used other CRMs, but this is the first one that is dedicated to insurance. I highly recommend AgencyBloc. Their product is terrific, …

"We have been very satisfied with AgencyBloc. With the new Sales Pipeline, we are able to track our leads even better than we had hoped for. AgencyBloc gives us the ability to track all activities and have an easy way to find the history for any action taken over time. …

"We have been with AgencyBloc for the last 6 years, and it is the first CRM that actually meets our needs for our life & health business. The support is amazing, and we have even been able to combine our commission paying system. It is so nice to have everything …

"AgencyBloc's Sales Pipeline works! I am able to add new opportunities, track them through to completion, and create views that let me know in an instant what opportunities are open and working."

"I love AgencyBloc!! It's a great system, but even greater than that is the staff that supports it. I thought for sure that, sooner or later, the support that I am accustomed to would come to an end, but I have since decided that this is just AgencyBloc's culture."

"With AgencyBloc, we have a different dynamic. We keep all of our agency's activities in one place, and account managers are more efficient in addressing the service needs of our clients. Being this organized helps us dedicate time to growing the business instead of dealing with the difficulties of managing …

"AgencyBloc is such a time saver for me. No paper files to search through. I just click some button, and all my information is there. Being able to set activities keeps me up to date and on task. The educational videos are so helpful. Customer Service has been fantastic when …

"What can I say? I love using AgencyBloc to keep my clients organized. It makes my job so much easier, and I couldn't imagine living without it."

"AgencyBloc is very easy to use, easy to teach other members of the team, and very helpful, especially if you have a large book of business. It allows you to customize fields for your business, which is a huge time saver for our team. The reporting function is so easy, …

"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 …