AgencyBloc Review
What is AgencyBloc?
AgencyBloc is an agency management platform intended for health and life insurance agencies. It has comprehensive tools for Sales Enablement, Quoting, Client and Policy Management, Commissions Processing, and more.
AgencyBloc aims to lessen the time spent by insurance agents doing tedious manual tasks. By having a platform that can help keep an agency organized, improve lead management, manage your books of business, generate quotes and employer-ready proposals, uncover missed commissions, and automate workflows, agents can be more productive.
Show MoreOverview of AgencyBloc Benefits
AgencyBloc’s industry-specific platform helps insurance agents manage, access, and report on data of every existing and prospective client in real time. Gathered information can then be used to formulate smart business strategies.
Commissions can be processed more accurately and conveniently as one can simply import carrier statements. Agents can be sure that they get paid accordingly, project the amount they are expecting to receive, and track missing commissions.
Users can reduce tedious manual tasks and focus on more important work with the help of AgencyBloc’s customized business automation tools. Workflow and marketing automation helps with tasks such as monitoring agents, sending follow-up emails, and setting up specific campaigns.
Users can quote and generate fully-insured product proposals for employer group clients. Additionally, with medical health questionnaire tools, users can provide their customers with many insurance options to help them find the best fit for their situation.
Agencies can improve relationships with clients and prospects with the help of AgencyBloc’s advanced customer-specific features. A simple and intuitive lead form builder captures leads on your website and funnels them directly into the software so that agents can act on them immediately. Leads can be tracked from the time they were first contacted, along with all important details about them. This way, agents can be more productive by specifying their best leads and sources.
Since AgencyBloc is 100% cloud-based, agents can easily retrieve materials anytime and anywhere they need to. All the tools are also available in an easy-to-navigate dashboard that lets users get the most out of the software.
Show MoreOverview of AgencyBloc Features
- Activity Tracking
- Business Analysis Tools
- Commission Management
- Data Backup
- Customized Fields
- Drip Email Marketing
- Easy-to-Use Dashboard
- Email Tracking
- Event Automated Messaging
- Industry-specific CRM
- Lead Form Builder
- Procedure Management
- Real Time Analytics and Updates
- Sales Monitoring
- Two-Factor Authentication
- Work-flow and Task Automation
- Quoting
AgencyBloc Position In Our Categories
Since businesses have particular business-related demands, it is only sensible that they steer clear of preferring a one-size-fits-all, ideal software product. Still, it would be almost impossible to pinpoint such application even among popular software systems. The reasonable step to undertake is to tabulate the various key factors which need inspection including crucial features, costing, technical skill aptitude of the users, company size, etc. After which, you should conduct your product research to a full extent. Have a look at some of these AgencyBloc analyses and scrutinize each of the applications in your shortlist in detail. Such detailed research guarantee you keep away from ill-fitting apps and buy the system that includes all the aspects your company requires.
Position of AgencyBloc in our main categories:
TOP
500
AgencyBloc is one of the top 500 Business Process Management Software products
If you are considering AgencyBloc it could also be a good idea to examine other subcategories of Business Process Management Software listed in our base of SaaS software reviews.
There are well-liked and widely used systems in each software category. But are they necessarily the best fit for your organization’s special requirements? A trendy software solution may have thousands of users, but does it provide what you require? For this reason, do not blindly shell out for popular systems. Read at least a few AgencyBloc Business Process Management Software reviews and consider the elements that you wish to have in the software such as the price, main tools, available integrations etc. Then, shortlist a few solutions that fit your wants. Try out the free trials of these platforms, read online comments, get explanations from the maker, and do your research systematically. This exhaustive homework is sure to assist you choose the finest software application for your firm’s specific wants.
How Much Does AgencyBloc Cost?
AgencyBloc Pricing Plans:
Free Trial
Growth Plan
Starts at $109/month
What are AgencyBloc pricing details?
AgencyBloc Pricing Plans:
Free Trial
Growth Plan
Starts at $109/month
AgencyBloc offers several enterprise pricing options for users to choose from. Give the details a look, and select the best plan for your business. The Grow Plan starts at $109/month
With AgencyBloc, you’ll always get:
- 24/7 access to your data from anywhere on any device
- Unlimited, off-site storage & data backup every 4 seconds
- Serious security—HIPAA, bank-grade encryption, & two-step verification
- Dedicated onboarding & data migration specialist
- Free customer support & help center with videos and step-by-step articles
Add Commissions+ to:
- Import commission statements
- Assign multiple payees, including hierarchies
- Track by revenue type
- Agent statement access
- Uncover missed commissions!
- Create projections & compare actual vs. expected
- Custom reports & real-time analytics
User Satisfaction
Positive Social Media Mentions
0
Negative Social Media Mentions
0
We are aware that when you choose to buy a Business Process Management Software it’s important not only to learn how experts evaluate it in their reviews, but also to find out whether the actual users and businesses that use these solutions are genuinely happy with the service. Because of that need we’ve created our behavior-based Customer Satisfaction Algorithm™ that gathers customer reviews, comments and AgencyBloc reviews across a wide range of social media sites. The data is then displayed in a simple to digest form indicating how many users had positive and negative experience with AgencyBloc. With that information at your disposal you should be equipped to make an informed business choice that you won’t regret.
Video
Screenshots
Technical details
Devices Supported
- Windows
- Linux
- Android
- iPhone/iPad
- Mac
- Web-based
- Windows Mobile
Deployment
- Cloud Hosted
- Open API
Language Support
- English
Pricing Model
- Monthly payment
Customer Types
- Small Business
- Large Enterprises
- Medium Business
What Support Does This Vendor Offer?
- phone
- live support
- training
- tickets
What integrations are available for AgencyBloc?
- Zapier
- All Web Leads
- Intulse
- Employee Navigator
- Ease
- Five9
- Laser App
- NextGen Leads
- ProspectZone
- DataWerx
- Datalot
- Client Circle
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