224 AgencyBloc Testimonials

"My data came from a program we'd been using for 15 years. When we moved over to AgencyBloc, my data was in a fashion that it was all usable. Meaning, we didn't have to go through and re-sort, move things around, or trick the system to do what we needed it to do."

"Having used many databases in the ins/healthcare field over the years, I find AgencyBloc to be the most complete, user friendly program I've ever worked with. I particularly appreciate the ability to add notes and fields when necessary."

"Of all the systems that we looked into and investigated, AgencyBloc was by far the most functional and had the most advantages at the most economical pricing model."

"AgencyBloc is a great CRM. Being able to connect a client with a spouse, a referral partner, or a group account is critical for us. This software makes it easy to do all of that. I wouldn't change even if they charged me more."

"AgencyBloc is awesome! Last year we saved a minimum of 40 hours (a whole week!) during Open Enrollment. Anyone in life and health, individual business, and Medicare knows we're constantly under a time crunch, so the time savings is priceless. Everything is attached, we can access it whenever, and all the information we need is at our fingertips. Everyone in my office knows you better always have AgencyBloc open because it makes all of our calls, processes, just everything so much more efficient."

"AgencyBloc is exactly the tool I was looking for, and the support and guidance is absolutely what I need. This is an amazing group of people that know their business and understand and get my needs."

"This has made our tracking of clients and customer service so much better. And it is easy to train my staff and agents to use as well no matter their level of knowledge with previous CRMs. I love this software."

"My experience with this program has been great from the very beginning. It is extremely user-friendly and has so many features. I've also been very fortunate to have a customer service rep who is always around to provide help and support when I need it."

"AgencyBloc is a time-saver, especially when it comes to email campaigns. You can quickly sort out a list of customers to send specific emails to. You can set up automated emails to customers and forget about it. The system will automatically send out your welcome emails, birthday emails, holiday emails, etc."

"The software is very user-friendly and it's very easy to train new employees. The new hires have a very small learning curve; they're up and running day one. Adding clients is very easy and quick. The stability of the software has been the best part of using AgencyBloc."

"It’s been refreshing to have a system that is easy to use, makes sense for our industry, and has a team behind it that is willing to listen to our feedback and our requests."

"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."

"We are extremely satisfied with the database and the company. Their response time to questions or concerns is excellent and they keep updating the database to provide more options we didn't even know we wanted. I would highly recommend this database to any business."

"The software has streamlined how and what information we keep track of. What we appreciate most about AgencyBloc is, as they have grown they have not lost sight of what is most important when it comes to software and that is "Customer Service"."

"I like that information on carriers, clients and policies are online and accessible at our convenience. Even if out of the office, we can access policy applications and our communications quite easily as long as we have internet access."