224 AgencyBloc Testimonials

"AgencyBloc has allowed me to be more targeted, follow up with others on my team, and pinpoint issues right away with better tracking and ability to support one another. In addition, it's constantly evolving and allows for Automated Workflows, so you don't have to worry about reoccurring work and upcoming items/marketing needs."

"I’ve been with Agency Bloc for 3 years now; they have nailed it as far as what is needed for a health insurance agency! I recommend you sign up for the commissions piece because AgencyBloc makes it easy to track how I’m getting paid. With a few simple clicks, you can see your entire commissions report! AgencyBloc saves me so much time and it’s accurate. NO more missing commissions."

"AgencyBloc is the second CRM we have used and hands down the very best! The program has been the most user-friendly. I have been nothing but impressed with the ease of use. Phenomenal customer service!! I have recommended AgencyBloc to other colleagues and I recommend AgencyBloc to you as well."

"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."

"The staff at AgencyBloc have been available, helpful, patient, professional and very easy to work with. The implementation of AgencyBloc replaced a tedious, manual process (using Excel pivot tables) to manage a very unique and complicated commission tracking and payout need. Having the information backed up regularly and web access was crucial to our firm."

"I love how this is setup specifically for Life and Health agents. There are an endless amount of customized reports that can be ran. This is setup so that if you are a single person or if you are an agency or even if you oversee multiple agencies this is built for it."

"I have used AgencyBloc for some time now. I have been very impressed with the ease of use and especially the customer service that I have received. They are attentive to our needs as a Health/Life Insurance Agency. It has made my record-keeping run much smoother. Not to mention the ease I have had tracking commissions! I would highly recommend AgencyBloc."

"Automated Workflow has helped our team stay organized and operate in the most efficient manner possible. It has really helped us build out our client service model and stay organized as we continue to utilize their great products going forward."

"We’ve been using AgencyBloc for a few years now, and it’s been a tremendously valuable tool for us. It’s helped make our office more efficient and definitely more profitable. If you’re looking for a tool to enhance your day-to-day operations, I highly recommend AgencyBloc."

"AgencyBloc's level of security gives us peace of mind that our data and our clients' data is heavily protected, while still allowing our employees to easily access it on-the-go to best serve our clients."

"AgencyBloc has helped us build our business. It's the perfect tool for benefits professionals. I think whether you're a general agent, one-man agency or a 25-person agency, AgencyBloc is perfect."

"AgencyBloc has been a fantastic addition to this agency. We are efficient, organized, professional. The activity feature keeps us on top of our schedule and allows us to retain a concise record of contact with our clients."

"Before AgencyBloc, we spent upwards of 15 hours a week manually uploading commission statements; now we're spending a measly 1-2 hours a week on commissions. We've been able to find hundreds of dollars in payments we would have simply missed last year."

"I think one of the best things that I like about AgencyBloc is that it’s idiot-proof. You don’t have to go out and find ‘AgencyBloc for Dummies’. When you have a concept of where something should be in the system, it’s right there; it’s right where it should be."

"Automated Workflow allows me to keep in better communication with my clients, and allows me to not have to remember everything I have to do on a daily basis because the workflows do it for me."