286 AgencyBloc Testimonials

"AgencyBloc has been a very useful tool as it has allowed us to manage not only our leads and agents but also the flow of money. If you're considering AgencyBloc, we recommend giving it a try; you may end up loving it as much as we do."

"Fabulous software—we love it and feel so much more organized! The customization for fields is my favorite part, because even though the framework there is fabulous, every broker has different things that you need to track for clients."

"AgencyBloc is our core. It just makes sense to manage your book of business. From commissions to workflows, CRM, digital marketing — it just really hits every note and checks all the boxes for us."

"AgencyBloc is amazing, simple to use, user friendly, and has impeccable staff. They are always looking for new ways to improve and truly listen to their clients. They recently launched a sales pipeline feature that has truly changed the game for a one-stop-shop for all things CRM and insurance management! Must try!!"

"Agency Bloc has drastically reduced my time in processing commissions. The most helpful feature has definitely been the ability to import commissions statement spreadsheets from the carrier. It has saved me hours of manual formatting work! A task that used to take me 4 to 6 painstaking hours with our previous system now takes less than 30 minutes. It is also so much easier to quickly find and fix errors, update splits, balance our monthly commissions, etc."

"AgencyBloc is incredibly user-friendly as an agency management tool not only from a technology perspective but from the support team as well. The platform itself is quick and easy for every line in my team. From producer, CSR, admins, and commissions personnel, it is a system that is quickly picked up and direct with its data points."

"AgencyBloc has allowed our firm to improve our efficiencies internally as well as offer our clients a higher level of service and personal touches. We have leveraged activity tracking to manage the tasks we complete for our clients, workflows and pipelines to automate our basic agency processes, and commission management to better access the source of our revenues which helps us prioritize our most valuable clients."

“AgencyBloc has been one of the best decisions I have made for our agency. A user-friendly platform that doesn't require a computer science degree to navigate, yet sophisticated enough to allow you to gauge your agency's performance and ensure you're being compensated properly.”

"We love the automation features for communication in AgencyBloc. It's nice not to have to send the same emails over and over again."

"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."

"AgencyBloc is easy. We've had great service—the AgencyBloc team reaches out, and we feel supported. We have no complaints."

"Since implementing Quote+, we've been able to significantly increase our companies under management and the premiums generated by them, while also decreasing our average sales cycle. We can now send initial quotes in 10-15 minutes after we get the census. Quote+ has been a huge benefit and advantage for us."

"AgencyBloc's Workflows and that Sales Pipeline have taken my agency to the next level. They have freed up so much time. I might forget to do something, but AgencyBloc doesn't, and those automated processes make me money."

"The best impact has been agent retention. I have retained more agents through giving them an opportunity to use AgencyBloc under my agency. It's really gonna change and transform the way they conduct business, and it's gonna transform the way that they handle their business on a professional level."

"AgencyBloc's AMS+ solution is already saving us money. We've saved probably close to $300 a month. We love the VoIP system and the texting and being able to do all of that directly from AMS+. We feel like we're just barely scratching the surface. It is worth every penny."