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 allowed us to develop as a boutique agency by providing the tools that larger corporations have at a price that's accessible to us as a small agency. It's created efficiencies and helped us grow our revenue due to proper data tracking."

“It’s like the difference between mail and email. AgencyBloc makes our day less stressful and much more efficient. It simply allows us to get more done in less time.”

"AgencyBloc is the best decision I've ever made. My business has grown 20-30% and AgencyBloc has played a role in that."

"AgencyBloc really allows us to run our office in the most efficient manner. What attracted us most was the Commission Module, which has alleviated a lot of our time and lets us be more productive. If you're thinking of exploring options for your agency management system, I'd definitely recommend AgencyBloc and give it 5 stars!"

"We have been using AgencyBloc for our commissions processing here at our FMO for several years, and we really wanted our full team to be able to take advantage of having a completely integrated, web-based system where we could view all agent data in one place."

"I can personally attest to the fact that we would not be able to keep up with production or maintain the reputation we have without AgencyBloc. It's one of the most valuable advancements our agency has seen. This transition has saved us 4x the cost of AgencyBloc just in administrative work."

"We've been with AgencyBloc one year, and we love the streamlined processes. We wanted a system to centralize our client communications and commissions. AgencyBloc has saved us a significant amount of time; it allows me to do what I do best: finding new clients and training our agents."

"We've been using AgencyBloc for about a year now, and I highly recommend taking the plunge and adding it to your tools to help you grow your business, stay organized, and automate your processes. It's been a lifesaver for me."

"AgencyBloc has taken our productivity to the next level, and the time savings has just been incredible. Effective and secure communication between our offices has always been an issue; AgencyBloc allowed us to eliminate multiple software programs for that, saving us $2,000 a year. Now, we're able to document any action with a client in an Activity, attach emails, and any team member from either office can pick it up with ease."

"AgencyBloc has been wonderful. The Commissions Module has really been a lifesaver, and the help center has been such a great resource for me. I watch the video tutorials, research, and look for new ways to make our business more efficient. The best thing? You can log in from anywhere, which is great when you're remote."

"The best part about AgencyBloc is that I can have all of my clients wherever I am. It's an absolutely incredible service for prospecting, for generating clients, but also for great customer retention. I recommend it for everyone."

"I'm really low-tech, and I was pleasantly surprised at how easily I could maneuver through the system. AgencyBloc has clearly helped my business 100%. It has helped me get organized and track things efficiently. As we get ready for another enrollment season, I am so happy I have AgencyBloc."