286 AgencyBloc Testimonials

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  • "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 and strive to provide the best product they can."

  • "It was taking us 16-20 hours a month to run commissions. It was crazy. Until we found AgencyBloc. It is our solution for not only our commissions, but to house all client data, prospect data, email, automations, etc. We can't recommend AgencyBloc enough."

  • "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 so much in terms of just putting everything together in one place, getting rid of a lot of additional unneeded systems, and helping us keep more than anything."

  • "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."

  • "With AgencyBloc, we are achieving so much more than we were with our old system."

  • "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."

  • "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."

  • "Switching to AgencyBloc was the best decision I made as a commissions manager."

  • "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."

  • "AgencyBloc has been helpful, positive, and responsive in helping us address our needs from onboarding to ongoing."

  • "With AgencyBloc, we’re able to continually grow our business by making every client feel like our priority with timely follow-ups."

  • "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."

  • "My bottom line is really that I whole-heartedly recommend this system."

  • "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."

  • "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%."