286 AgencyBloc Testimonials

"AgencyBloc is the best decision I've ever made. My business has grown 20-30% and AgencyBloc has played a role in that."

"For those of us in the Life & Health field, 98% of the fields in AgencyBloc are useful in what we need to store our material. Items are very easy to find in the attachment section, and benefits at a glance are faster for us to find when we get a call from our clients."

"Our office moved to AgencyBloc 3 years ago, and we haven’t looked back. Our office can track our growth, whether it’s the number of policies written by an agent, agency, or with a particular carrier. In the past, commissions took days to process—now it's hours. Another timesaving feature: Automated Workflows. We've connected the workflows to AgencyBloc's Lead Forms to automatically create a record and notify our team of the new lead. All in all, AgencyBloc has made our great office, even better."

"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 client's birthday and immediately following a new client's onboarding. I have provided a custom script to my staff, all they need to do is hand write the card. AgencyBloc is a very powerful system for automating those mundane tasks, it's so easy."

"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."

"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."

"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."

"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."

"AgencyBloc is the most user-friendly Agent program we have ever used!!! It is a dream come true."

"I use AgencyBloc several times a day! It's one of the tools that makes my work easier."

"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. I’m so happy we made the switch. My only regret is that we didn’t do it sooner."

"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."

"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 you sell any health insurance product."

"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 and AgencyBloc simplifies this process for me saving me countless hours of work."

"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."