"AgencyBloc is a really good CRM. I like that it is robust yet allows us to be nimble regarding the level of detail we keep for our clients. Perfect for what we use it for and the customer service is excellent."

"AgencyBloc's Workflows and that Sales Pipeline have taken my agency to the next level. They have freed up so much time. I might forget to do something, but AgencyBloc doesn't, and those automated processes make me money."

"I've been using AgencyBloc for about 3 years now. It totally keeps me organized. I couldn't exist without it! Thank you, AgencyBloc, for making my life more organized and productive."

"Since utilizing the commission feature on AgencyBloc, I now have the necessary time to help our customers. Also, the customer service that AgencyBloc extends is beyond compare. With AgencyBloc, you can be as detail oriented as you like, and rest assured that they will be there to assist you 100%."

"I value AgencyBloc a lot. The automated drip campaigns especially are my favorite. I've been able to save 50 hours every Open Enrollment period just in client communications."

"We moved from GBS to AgencyBloc in 2016. The difference is night and day. We like that we can set up scheduled phone calls to clients and create follow-up activities that show up in our dashboards. We also set up the birthday email function so our clients receive a birthday …

"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 …

"I am 70 years old, had retired, and have never used a software such as this. It's easy. There are so many facets of the software to help market products to anyone. It's perfect for storing all of our files in one place and at our fingertips. AgencyBloc listens to …

"We moved to AgencyBloc from another platform and the transition was painless. Can't say there is anything I don't like. We have better client organization, tracking, in office communication, and processing which has increased productivity greatly. It's super user-friendly and a great platform to keep business organized."

"It's rare to find a product that not only meets, but also exceeds your expectations like AgencyBloc does. This software gives me the ability to keep track of clients and truly understand my business. The reports function allows me to run a custom report in literally seconds. In addition, the …

"Some of the best customer service I have ever experienced, on top of a top notch product that makes figuring commissions so much easier! Worth the time to get it set up."

"Fabulous software—we love it and feel so much more organized! The customization for fields is my favorite part, because even though the framework there is fabulous, every broker has different things that you need to track for clients."

"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."

"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."

"Great management tool. Smart and linking features help tremendously. I like the ability to quickly find a client and supporting information. And linking a relative or spouse can simplify changes when updating information."