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"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."
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"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."
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"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 …
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"AgencyBloc is a really good CRM. I like that it is robust yet allows us to be nimble regarding the level of detail we keep for our clients. Perfect for what we use it for and the customer service is excellent."
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"AgencyBloc is extremely user-friendly and we can find what we need very easily. Our small Medicare office of 5 feel being able to read the activities of each other is critical for our clients. I highly recommend AgencyBloc."
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"We are extremely pleased with AgencyBloc. Of significant value is the customization features that allow us to build the data we want, allowing us to manage multiple coverage types within one system."
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"AgencyBloc is the most user-friendly Agent program we have ever used!!! It is a dream come true."
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"I use AgencyBloc several times a day! It's one of the tools that makes my work easier."
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"Thanks to AgencyBloc, our office has been able to focus our efforts on selling more policies and spending more time interacting with our clients. Our sales are up 11% in the last year. Moving to AgencyBloc upgraded our ability to interact with our clients, our mental health, and our workflow. …
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"You guys are in my top 3 businesses to deal with of all time. I have had my own business for 33 years. AGENCYBLOC ROCKS."
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"AgencyBloc has been a great solution for my health insurance office. I used to struggle with a generic CRM to make it specific to health insurance. There was always something missing. Now it is a breeze to track clients, policies and conversations. I highly recommend AgencyBloc as your CRM if …
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"AgencyBloc has helped our agents to be more efficient and effective with our business and with our clients. It allows me to keep track of our clients for mailing lists, track client notes, and track the commissions earned for each client. We split commissions on many of our shared clients …
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"We've said again and again, the level of personalized customer service and support we've received during and after our transition to AgencyBloc has been phenomenal."
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“AgencyBloc has allowed our agency to tap into underutilized potential.”
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"We love the product and all the efficiencies we have experienced with the workflow process and reporting options that AgencyBloc provides us. This database conversion was the easiest transition we have experienced in reference to moving data from one database to another. AgencyBloc is very user-friendly, and if we ever …