“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.”

“Our whole Salesforce instance was incredibly custom. We had our own ‘Salesforce Wizard’ engineer on retainer ($1,500 a month) and managed the entire project ourselves. The system cost us nearly $80,000 a year to maintain.”

"It was taking a few days a month to process and split our commissions between agents. We found the AgencyBloc. We were able to start using their software within just a few hours of learning it. It was awesome. And now it only takes a few hours a month to …

"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."

"I adopted AgencyBloc about a year ago, and I consider it exceptional. I've integrated it with RingCentral, so as far as compliance, I am completely integrated now. I can record calls on demand, save them into my AgencyBloc, and have an archival record of everything."

"I knew I needed a CRM. I tried some of the free ones, but by the time I got them to do what I needed to do, I was paying for them. Frankly, I wasted over a year and hours of my time trying to make the others do what …

"One of the difficult things, when you're a single agent like I am, is that you don't have time to manage your database. I was really missing a complete database with all of my information in one place. AgencyBloc solved that problem for me. It has saved me hours every …

"I've been using AgencyBloc for 5 years, and I've been very pleased. I can customize it for my little patch of the world, and it runs really fast—especially when I'm running reports. The response time on customer service is also always really good."

"AgencyBloc is very user-friendly, great to keep your book of business in order, and easy to assign things to agents. They are reasonably priced, and it'll help you build your business."

"With AgencyBloc, I can literally do my entire commission structure in just a few hours. We have not had a year yet that, through commission tracking and identifying unpaid commissions, the software has not paid for itself. In January, we identified 14 Medicare Advantage policies we had not been paid …

"Something I've found impressive since I joined AgencyBloc is that AgencyBloc works for all agencies in the health and life industry. AgencyBloc can accommodate most agencies and has a layout all agency types can use and benefit from—even those who aren't familiar with a CRM."

"AgencyBloc has been with me for about 2 years now, and it's made a tremendous difference in how we track our information, interact with our clients, and stay compliant."

"We started with AgencyBloc about 4 years ago. At that time, we did an extensive review of the available systems, but it was a clear decision to go with AgencyBloc due to the breadth of services within the platform. It's a solid organization, and it's been an incredibly useful addition …

"We've been with AgencyBloc now for a little over six months. I can't say enough great things about these guys. Fantastic system. Very, very user-friendly. Top-notch service. If you're looking for a fantastic system and great service, look no further than AgencyBloc."