286 AgencyBloc Testimonials

"I love AgencyBloc! Over the last 10 years, I have worked with several database programs—all of which ended up closing shop and terminating their support or just became obsolete without updates. I begged my boss to let us get AgencyBloc, and she finally jumped in! I appreciate all the little details that have gone into this piece of software. If you have a Life/Health business, this is THE ONLY database software to use!"

"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."

"Everyone here at Sams/ Hockaday is really happy with the sense of control they now have with AgencyBloc."

"We use AgencyBloc solutions on a daily over here. I really can't rave enough about how amazing it is. It's honestly all we could ask for in a sales software."

"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 process commissions."

"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 with the program. AgencyBloc stores all of our clients policy attachments, relationships, and histories for easy recall on who a client is, what we've done with them, and any special circumstances. We run reports to pull information for campaigns, outreach, and new products. AgencyBloc allows us to customize and edit all the fields that are relevant to us so that the program isn't a generic one-size-fits-all for agencies. It even has an automated commissions software. Without AgencyBloc, we wouldn't be able to track, market, organize, and handle our clients the way we do. We've been using it for 7 years and will use it for the rest of our business's lifetime!"

"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. The online academy is a fantastic resource to learn about product features. With a robust suite of industry-specific tools, I'm confident AgencyBloc will be able to continue supporting my business as it grows!"

“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.”