"AgencyBloc gives us the power to truly be professional. When a client calls, within seconds we can have them on our screen and see our past conversations. Before, we could only capture 20-30% of our missed commissions, now we’re able to rectify over 90% of our outstanding payments. AgencyBloc gives …

"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."

“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.”

"We have been using AgencyBloc for a couple of years now and love it! We keep all our customer information online so everyone can easily access it, including what plans they have and a description of the plan in PDF form. It also is a much less time-intensive way to …

"I truly love AgencyBloc as it has replaced my book of business calendar, provided me ways to keep track of client information, and much more!"

"I enjoy using AgencyBloc, and they have helped automate much of the administrative and client onboarding activities with my practice. I would highly recommend them!"

"With AgencyBloc, we can finally reduce 3 separate applications we were using into one! Our previous CRM was only available to admin staff. Opening access to our agents with AgencyBloc is extremely helpful and has been a timesaver for our admins. AgencyBloc Support always replies with excellent answers, and I …

"AgencyBloc is a tremendous help to our agency. They have easy-to-understand and prebuilt graphs and reports, allowing for easy insight into the data that matters. We have been able to grow our agency and save upwards of 20+ hours weekly on the commission tracking alone! They continue to make improvements …

"I cannot say enough praise for the AgencyBloc support team; they're all extremely knowledgable, patient, and so very helpful. The commission upload feature is one of my favorite parts of the program; it has saved me a tremendous amount of time."

"From tracking commissions to saving notes on prospective and current clients, AgencyBloc has it all. We had been paying commissions to our LOA agents through an Excel spreadsheet. As our agency grew, this process became tedious and riddled with missed commissions. With AgencyBloc, we're saving time, which saves money, and …