286 AgencyBloc Testimonials

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  • "I value AgencyBloc a lot. The automated drip campaigns especially are my favorite. I've been able to save 50 hours every Open Enrollment period just in client communications."

  • "We use AgencyBloc for all aspects of our agency regarding tracking agents, contracting, policies, commissions, and reporting. It's been a great asset to our agency."

  • "I was looking for a new CRM, and I narrowed it down to two: AgencyBloc and one other. I actually tried them both for a month. AgencyBloc won hands down. It's 10 times more user-friendly. I have not been disappointed. It's in one place. It's one area. It's simplistic. And with the new AMS+, I'm gonna be saving over $400 a month just between the phone system and another data program. I cannot say anything negative about it."

  • "AgencyBloc was easily the most cost effective and easy-to-use Commission system we looked at. We have been using them now for the past two years—service is great, the people are knowledgeable and friendly. Just outstanding customer service."

  • "I have found everyone in the company to be very helpful and supportive."

  • "We love all of Agency Bloc as it has changed they way we do business not only for E&O reason's but also for customer sales f/u and especially our f/u on claims. Our tracking of clients and prospects for future sales has improved our bottom line. The ease of use has been beyond our expectations and the customer service is outstanding with response times being exceptional. We would highly recommend this and already do to anyone who will listen. David and his group are excellent."

  • "AgencyBloc is a wonderfully robust and easy to use Life and Health Insurance agency management tool. Many AMS programs are strong in the sales and prospecting portion but lack in the management of new and renewal business. AgencyBloc is the only option that I have found that is powerful on both sides. It is always a pleasure speaking with AgencyBloc customer support when we have questions; they are knowledgeable, patient, and polite, every single time. We are a small agency and this product works great while being affordable."

  • "All of your employees that I have talked to are wonderful to work with, but mainly the ease of the software is great."

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

  • "The AgencyBloc system is a much more user-friendly, easyto-navigate system for our agents, account managers, and office staff."

  • “If you’re on the fence about moving to AgencyBloc, do your due diligence, but try AgencyBloc. We had such a smooth transition. Every ‘unique problem’ we thought we had, they were prepared for. You will truly benefit from going forward with AgencyBloc; it’ll be time saved, dollars saved, and a whole lot less stress.”

  • "The biggest thing for us is the time savings, especially concerning manual entry—that’s the most beneficial thing we’ve found as an agency."

  • "AgencyBloc has allowed our agency to tap into underutilized potential."

  • "The system is very user-friendly, easy to navigate through, and easy to do our commissions processing. There is a lot of software where you go ‘oh my god’, but I think the layout of the whole system is really great.”

  • "AgencyBloc is very modern, quick, and just administratively simple."