"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."

"I adopted AgencyBloc about a year ago, and I consider it exceptional. I've integrated it with RingCentral, so as far as compliance, I am completely integrated now. I can record calls on demand, save them into my AgencyBloc, and have an archival record of everything."

"AgencyBloc has been wonderful. The Commissions Module has really been a lifesaver, and the help center has been such a great resource for me. I watch the video tutorials, research, and look for new ways to make our business more efficient. The best thing? You can log in from anywhere, …

"I am so happy we found AgencyBloc. Creating activities is a great way to keep up on the day-to-day. We have tried other systems and this one really takes the cake. I think the best part of it is the customer service and the willingness to keep making it better."

"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 …

"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, …

"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."