"Great management tool. Smart and linking features help tremendously. I like the ability to quickly find a client and supporting information. And linking a relative or spouse can simplify changes when updating information."

"I was documenting all of my client information via an Excel spreadsheet. It was so hard to manage. Matter of fact, it was downright insane! I'm telling you, you've got to get AgencyBloc. There is no other system. I couldn't do anything without it."

"With AgencyBloc, we’re able to continually grow our business by making every client feel like our priority with timely follow-ups."

"I can attribute AgencyBloc to a large part of the retention that I have with my book of business. It really is a non-negotiable tool that you need in order to function, have systems in your business, and run a well-oiled machine type of a business."

"We've been a member of AgencyBloc for 5 years now. It's hard to put in words how much gratitude I have for this program and the people behind it."

"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 …

"My agency has used AgencyBloc since our inception in 2017, and it has been pivotal to our operation and growth. AgencyBloc easily handles all aspects of what an insurance agency needs to function — inputting, storing, and tracking client information and policies. But we do so much more than that …

"As an independent agent with a growing business, AgencyBloc is instrumental. AgencyBloc enables easy entry and organization of client and lead data, includes automated marketing features that will allow for expanded marketing, and provides retention opportunities that are instrumental in meeting my goals! The onboarding process was quick and easy. …

“AgencyBloc’s platform has increased our business’s efficiency and helps me sleep better at night. The workflows have transformed our processes and procedures. It’s helped us streamline and spend more time focusing on our clients while staying organized and on task.”

“AgencyBloc keeps me on track and makes me more efficient. As my business grows, it grows with me, adding the features I need to succeed. Without it, I wouldn’t be as productive or as successful as I am today.”

“My experience with AgencyBloc has been easy and convenient. AgencyBloc has been right alongside us in growth, and their innovation has been exceptional. They think about things before we do and help us navigate changes to positively impact our business.”

“AgencyBloc has helped us streamline all of our daily tasks. The activities and notes have made information more accessible and enhanced our client relationships. It’s helped us see measurable results and set goals for the future.”

“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.”

“When you’re looking for a CRM, you’re looking for something easy. AgencyBloc makes things easy and adaptable to change. We’re constantly changing in this business, and we need tech that changes with us.”

“AgencyBloc has helped my productivity. It has allowed me to focus on selling and not make commission management my entire worklife. I am a lot more efficient and can much more easily get the information to our agents in a space they can always access.”