"We moved from GBS to AgencyBloc in 2016. The difference is night and day. We like that we can set up scheduled phone calls to clients and create follow-up activities that show up in our dashboards. We also set up the birthday email function so our clients receive a birthday …

"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."

"AgencyBloc is incredibly user-friendly as an agency management tool not only from a technology perspective but from the support team as well. The platform itself is quick and easy for every line in my team. From producer, CSR, admins, and commissions personnel, it is a system that is quickly picked …

"The greatest value, from my standpoint, is that it has allowed us to do a deep-dive into the analysis of our book of business. It has uncovered things we didn’t know and reassured things we thought we knew.”

“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 …