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"We have been with AgencyBloc for the last 6 years, and it is the first CRM that actually meets our needs for our life & health business. The support is amazing, and we have even been able to combine our commission paying system. It is so nice to have everything …
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"AgencyBloc is the single best all-in-one insurance platform out there—and I've used just about all of them as the IT Director for Custom Health Plans. Absolutely any part of the system can be found from a top level search, and the lead system especially has unparalleled versatility for customization."
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"What we like most about AgencyBloc is it is insurance industry specific and that we are able to tailor it to our specific wants and needs. With AgencyBloc, our client files are now always with us."
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"What we’ve accomplished in one year with AgencyBloc far exceeds what we accomplished all those years with GBS. It’s the best software decision this company has ever made."
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"With AgencyBloc, we are achieving so much more than we were with our old system."
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"I wish we would have switched to AgencyBloc sooner because the system is such a good match for our agency. It does exactly what we hoped it would do, and I wish we’d have found it earlier."
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"Our agency is definitely more efficient, communications are more centralized, lead distribution is trackable and quantifiable, and the customer support is excellent. AgencyBloc has truly automed our entire agency and has become our full-office agency management system."
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"Switching to AgencyBloc was the best decision I made as a commissions manager."
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"We never knew how efficient our business processes could be until we started using AgencyBloc. We love all the capabilities and efficiencies it allows us."
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"AgencyBloc has been helpful, positive, and responsive in helping us address our needs from onboarding to ongoing."
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"With AgencyBloc, we’re able to continually grow our business by making every client feel like our priority with timely follow-ups."
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"The price and functionality to have contact records, notes, activities, policy detail and commission records all in one place got me in. The customer service and AB’s desire to continually improve the product has kept me in."
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"My bottom line is really that I whole-heartedly recommend this system."
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"We got through Open Enrollment and AgencyBloc was a huge help! We couldn't be more pleased; it does everything we were looking for and more. I've used BenefitPoint, Goldmine, and GBS, and AgencyBloc is by far the easiest, most user-friendly system of them all."
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"We’ve found the reports to be extremely beneficial in helping us track our book of business. By using the cross-sell report in AgencyBloc, our top two brokers have each been able to grow their life books of business by 20%."