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!"

"Our insurance agency was looking for a management system that gives all of the bells and whistles for a fraction of the cost. We came across AgencyBloc because of their great reviews and decided to give it a try. We have been very impressed with their system. It gets the job done and is extremely user-friendly. We would highly recommend this to anyone considering an Agency Management System."

"For those of us in the Life & Health field, 98% of the fields in AgencyBloc are useful in what we need to store our material. Items are very easy to find in the attachment section, and benefits at a glance are faster for us to find when we get a call from our clients."

"AgencyBloc has been a GOD SEND for my business. It's an extremely sophisticated, ultra-functional CRM system. We have thousands of clients, and AB has helped us immensely to keep the clients organized. AB has helped us become more organized, productive, and profitable. I will NEVER change to another new CRM."

"We have used AgencyBloc for over 5 years, and it has been invaluable for managing our book of business, our agents, and our compensation. As we continue to grow, AgencyBloc continues to add features and efficiencies, especially in the Commissions module. Their support teams are responsive & committed to solutions."

"AgencyBloc has been an integral part of my business for the past 7+ years. It has helped me scale my book of clients as well as bring on other agents. It keeps all of my data secure and organized. The team is very responsive whenever I have a question or need help with the tool. I highly recommend AgencyBloc as a best-in-class CRM for any individual agent."

"We moved from another software platform to AgencyBloc at the beginning of 2022 and couldn't be happier. The commission tracking functionality was the selling point, in addition to their exceptional service and getting you up and running!"

"I cannot live without AgencyBloc, Inc. Our Agency has been using it for some time now, and it meets all our needs. The details for day-to-day business on tracking, leads, appts, commissions, etc., are user-friendly and accurate! 10 out of 5 stars for me!"

"The next step to growing your company is AgencyBloc. We were using a spreadsheet to track all our clients, and it was getting hard to keep everything in order that way. Once we saw what AgencyBloc could and does do for us, it was a no-brainer."

"I've been using AgencyBloc for almost a year and cannot imagine running my business without it. It's very intuitive, easy for me to understand, and customizable as needed. I look forward to setting up additional workflows and integrations to streamline my processes."

"Utilizing AgencyBloc has helped us keep our simplicity in place. We are able to track our clients' progress with ease and create reports to our specific needs. If we ever have any trouble or technical issues, there is always a pleasant representative to guide us through. AgencyBloc is our administrator every office desires."

"AgencyBloc is an integral part of our brokerage. I love that it is tailor-made for insurance agencies and addresses the specific needs of our business. I appreciate the work that’s gone into making Agency Bloc very intuitive to navigate. As far as CRMs go, AgencyBloc is one of the most feature-rich services we use in our tech stack. I’ve used several other CRMs before. AgencyBloc works, truly works, for us."

"My experience with AgencyBloc has been amazing! Having all our clients in a database that is shaped specifically for our company's needs is a breath of fresh air compared to other CRMs I have used in the past. Having the commission statements linked to each policy has been very helpful in locating the commissions for filling out our Broker Disclosure Forms for our clients. The customer service is to the highest standard. There is no other CRM I would use in my office."

"If you are a life and health agent, this is the platform you need! This platform will provide you with functions you can set up to market and keep in touch with your clients. The capabilities are endless, and it is a software you can grow into and not have to worry about growing out of it. I see all Medicare and individual health coverage and can pull reports or establish workflows based on my company's needs."

"We are very happy we found AgencyBloc after searching and evaluating several CRMs for our insurance business. The most impressive thing I walked away with from the demo was the amount of support. It seems to be the one thing that is overlooked with most software solutions. AgencyBloc truly cares about their customers. They have followed through with everything they said they would, which is a rare trait."