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Whether you are a GA, MGA, IMO, FMO or solo life and health insurance agency, AgencyBloc provides powerful tools to easily manage, access and report on client, prospect, agent and commission data. Available 24/7 with a cloud-based, industry-specific
Groups have many moving parts: individuals, company information, policy details, and benefits information. Keep everything organized and available with a few clicks, see enrollments and elections on policies, and never miss a follow-up by automating
AgencyBloc helps me manage 30 carriers, 4,000 policies, for over 400 groups. AgencyBloc has also saved me 80 hours in manual calculations for commissions and I would absolutely recommend them for all your commission needs.
Don’t trust your book of business to a generic CRM or spreadsheet. AgencyBloc is designed specifically for life and health insurance agencies who want to run an efficient and organized agency. Manage your agency more effectively with thorough
As humans, we love to personalize things: our license plates, our jewelry, our coffee mugs, our grilling utensils. We also love to embroider our name on things like luggage and towels. We want the things we use to be unique to us and reflect