286 AgencyBloc Testimonials

"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."

"In terms of the tool itself, the reporting features are phenomenal. The reports are completely customizable and you can pull all of the data points you're looking for in one report. The commissions feature of AgencyBloc is the best. It's cut my time spent on commissions in half. It's way more efficient."

"We have been subscribers to AgencyBloc since early 2018. We can do text messaging and electronic scopes. This has allowed us to be able to drop other subscriptions that we've been participating in, which has saved us money overall."

"AgencyBloc is fantastic as a system, but it’s better because of the team behind it. They’re always there to give us support on the spot. Knowing that we can always pick up the phone and call them, it’s as valuable as the system to us."

"It's easy to use and I like that I can look back on all my past commissions. I would recommend this to anyone looking for an easy commission program."

"After reviewing numerous systems, it was clear that AgencyBloc was the right choice. Their system was very intuitive and easy to use. I was able to load all of my client information into their system in a short period of time. If I had a question, their Customer Service team responded quickly."

"Everything has been relatively easy. Running reports, searching for specifics, making changes, marketing, etc the biggest negative is getting used to the email campaign system and limitations. Love the fact that AgencyBloc is also integrated with other systems we use (Rocket Referrals, ACAExpress etc.)."

"This program has helped us streamline claim issues and better serve our clients. As a small agency we are extremely pleased with the program."

"It's the perfect customer database software for the insurance agency. It is designed around what information I need to track for my customers so the reports are helpful. I am so glad I am not paying for more than I needed. I looked at Salesforce, but it was too much for a small agency like mine. When my general agency recommended AgencyBloc, it was perfect."

"AgencyBloc keeps my practice on track very easily. It’s a great tool to keep in close contact with my clients and to track the thousands of things that have to be done every week. It’s just an easy way to keep me on top of my agency."

"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."

"The team at AgencyBloc have gone above and beyond helping me with any issues. I've been working closely with customer service, and I have to say they are wonderful to work with. They are professional, quick to respond and has really grown to know my need for the software."

"I have been using AgencyBloc for my small agency since May of 2012. I am able to keep track of my client's notes, activities, pdf attachments and emails all in one place. The customer service is second to none, they are always willing to take my phone calls and answer any questions I have. After using this system for over 2 years I still have no regrets and am happy I made the switch."

"Being this is my first agency management system, AgencyBloc has been a very easy program to use and understand. Their service has also been outstanding! I couldn't be happier with my experience with AgencyBloc."

"You answer your telephone. No phone tree. If I need help getting something customized to my agency, they help me accomplish that as well. I tried no less than 5 CRMS prior to making the investment with AgencyBloc. And from my initial call with sales to my continued support with customer service, I am beyond pleased."