286 AgencyBloc Testimonials

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  • "We have used AgencyBloc for over 5 years, and it has been invaluable for managing our book of business, our agents, and our compensation. As we continue to grow, AgencyBloc continues to add features and efficiencies, especially in the Commissions module. Their support teams are responsive & committed to solutions."

  • "AgencyBloc is an integral part of our brokerage. I love that it is tailor-made for insurance agencies and addresses the specific needs of our business. I appreciate the work that’s gone into making Agency Bloc very intuitive to navigate. As far as CRMs go, AgencyBloc is one of the most …

  • "I don't know of another program in our industry that goes anywhere near what AgencyBloc offers. So if you're in this space, individual health, Medicare, group benefits, to me, it's the only option that exists."

  • "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."

  • "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 …

  • "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 …

  • "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 …

  • "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."