286 AgencyBloc Testimonials

Industry
Company Size
15 per page
  • 15
Reset
  • "With AgencyBloc, we have a different dynamic. We keep all of our agency's activities in one place, and account managers are more efficient in addressing the service needs of our clients. Being this organized helps us dedicate time to growing the business instead of dealing with the difficulties of managing …

  • "Email marketing, call recording, data collection with RxCollect — these tools have been a huge game changer for us. AMS+ saves us a lot of time and has automated a lot of our manual tasks. Whether you sell group, Medicare, or ACA, it's been a fantastic tool."

  • "Automated Workflow allows me to keep in better communication with my clients, and allows me to not have to remember everything I have to do on a daily basis because the workflows do it for me."

  • “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.”

  • “We’ve been able to grow as an agency using AgencyBloc. Once we had the system under our belt, we felt confident that we could bring on others without the worry of losing things in the process. We’re excited about the future and our potential.”

  • “The way AgencyBloc has made our business easier to manage on the back end has been the main thing. Now, we can utilize a platform that is evolving alongside us, which is refreshing.”

  • "The price is definitely worth the value that you receive. It's a great CRM system. They have a lot of different tools that you can use for insurance AEP, and they have a lot of technical support."

  • "We had three separate CRMs. Why not just find one that can do everything and do it well? AgencyBloc checked 95% of what I was looking for, and they are continually moving forward. If you are looking at AgencyBloc, you're putting a step in the right direction."

  • "Engage+ allows us to be on social media without having to work it every single day. The posts are already created, they automatically sync to our different social media sites, and we can see all of the analytics in one spot. It works fabulously."

  • "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."

  • "Using Quote+ makes our lives a lot easier. We're able to quote all of the different health insurance companies, and it's easy to have employees fill out one simple online medical history questionnaire. Plus, the updates that they've made to the software and the enhanced customer support are something that …

  • "If you've had any concerns about incorporating AgencyBloc, I would put all of those aside. The product itself is exceptional. And the customer service is by far the best I've experienced with any organization in a very long time."

  • "When I first was researching different platforms, there were a lot of free platforms available, but they really just didn't have the same capabilities that I needed to really ensure long-term success. I can't recommend AgencyBloc more highly."

  • "AgencyBloc is going to help us with our organization and efficiency. We are quickly, very quickly expanding, and AgencyBloc’s solutions are gonna be there to support us."

  • "AgencyBloc's AMS+ has saved me hours every week of managing my data. I have grown from a single agent and carrier to establishing an agency, partnering with multiple carriers, and adding agents. I have grown my business because of being able to organize my data and access it in such …