"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 has helped streamline pretty much everything—our business, our reporting, our policies. It has made our business flow so much better.”
“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.”
“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."
"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."
"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 we've really noticed, and we've been very happy with."
"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 a way that AgencyBloc allows us to do."