224 AgencyBloc Testimonials

"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 are able to track individual client information and group clients in such detail that it was an obvious move for us."

"AgencyBloc has changed the way we do business. We use it for everything from production reports to commission reports. I highly recommend any agency that is seeking to streamline their business to give AgencyBloc a serious look."

"AgencyBloc is the only CRM designed specifically for the health and life insurance industry, so it required very little customization. It's an intuitive system at a very reasonable cost with excellent and responsive customer service."

"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, and so is their staff."

"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 in one place."

"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 other CRM systems."

"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 I have had to call. I can not imagine trying to do my job without this system. I can not recommend this product enough."

"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, and you can customize it in so many ways—it's awesome. I can get to my account from anywhere, and the note function is a great tool to keep track of what's going on. This is a great product, and you will be very happy you got AgencyBloc."

"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 us more efficient to reduce workloads and overhead costs. I highly recommend AgencyBloc as your agency management system."

"I'd been with GBS since 1998 and have been using AgencyBloc since early 2018. The people at AgencyBloc that worked at GBS Inc. have been the greatest people to work with. They are always there for you when you have an issue and know how to resolve them very fast. In all the years, I have had very few issues. I would recommend AgencyBloc to any insurance agency. There is so much you can do with this program; I personally think this is the best agency program on the market and the most reasonable in cost."

“AgencyBloc has streamlined our business. Operationally, it saves us time and money, especially with commissions. Our favorite feature, the Sales Pipeline, has become integral to our Medicare AEP success.”