“Many times, smaller agencies can’t get the technology that bigger agencies can because of the financial cost. With AgencyBloc, you’re tailoring it to what you need, and it doesn’t cost me a lot of money. As a business owner, that’s really important.”
"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!"
"AgencyBloc's level of security gives us peace of mind that our data and our clients' data is heavily protected, while still allowing our employees to easily access it on-the-go to best serve our clients."
"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%."