286 AgencyBloc Testimonials

Industry
Company Size
15 per page
  • 15
Reset
  • "Our office moved to AgencyBloc 3 years ago, and we haven’t looked back. Our office can track our growth, whether it’s the number of policies written by an agent, agency, or with a particular carrier. In the past, commissions took days to process—now it's hours. Another timesaving feature: Automated Workflows. …

  • "We were looking for solutions to keep track of our client and lead data in a secure format with an organization we could trust. We were also looking for creative ways we could automate different processes and bring everything into one system for our agency. AgencyBloc's platform has helped us …

  • "I started asking other agents what they use and one agent highly suggested AgencyBloc. There are so many wonderful features that AgencyBloc offers. It is geared specifically toward agents and commissions tracking has been a breeze. The customer service is effective and efficient. I highly recommend it."

  • "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 …