"What we like most about AgencyBloc is it is insurance industry specific and that we are able to tailor it to our specific wants and needs. With AgencyBloc, our client files are now always with us."

"The best part about AgencyBloc is that I can have all of my clients wherever I am. It's an absolutely incredible service for prospecting, for generating clients, but also for great customer retention. I recommend it for everyone."

"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 …

“Using AgencyBloc gives us a leg up against other agents/agencies because we’re able to track and manage our commissions in ways no one else can. Nobody has the capabilities of tracking and paying splits; it’s a marketing angle for us to ‘acquire’ other books-of-business. The system is logical and makes …

"My only regret is that I didn't do this sooner. I wish I had done AgencyBloc from the very beginning. Is AgencyBloc an investment? Yes. Does it cost money? Yes. But is it worth it? Absolutely."

"I was documenting all of my client information via an Excel spreadsheet. It was so hard to manage. Matter of fact, it was downright insane! I'm telling you, you've got to get AgencyBloc. There is no other system. I couldn't do anything without it."

"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 …

"AgencyBloc proved to be a PERFECT CHOICE for our office. My overall experience with AgencyBloc is 100% SATISFIED. My only regret is that I didn't change sooner, as this is a MUCH BETTER SYSTEM and MUCH EASIER TO WORK. We look forward to a very long relationship."

"AgencyBloc has taken my business to the next level. I worked at a small agency, it took the owner hours to do commissions each month and I never really trusted that they were being paid appropriately. AgencyBloc, is a HUGE weight off my shoulders. There are so many tools to …

"We started our agency just over 10 years ago. AgencyBloc, it is amazing. The system is User Friendly, Cloud Based and Affordable. We are also able to use it for both P&C and L&H. Whether you’re all in one office or your employees are home-based and spread across the state, …

"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."

"We have found AgencyBloc invaluable to the organization of our client data. We use reports to help us set goals and track progress, email marketing to reach out to clients on a regular basis, automated workflow to make sure we do not miss important tasks, and notes and activities to …

"AgencyBloc is very user-friendly. The reports are quick and uncomplicated. Compared to our last database, which was GBS, AgencyBloc is a walk in the park."

"Since starting using Automated Workflows less than 2 months ago, I've written 6 new clients and I have received 6 referrals for new business. AgencyBloc allows me to set up a workflow timeline for my entire book of business "hands off". The staff gets an email 10 days before a …

"AgencyBloc is the best investment our small agency has made. As our business has grown so has our use of AB. What sets them apart is that they listen to your needs and are always developing their platform to accomodate their users. It is flexible enough to work for anyone."