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
Keeping in mind businesses have special business wants, it is rational that they abstain from purchasing a one-size-fits-all, ideal software solution. Needless to say, it is difficult to try to chance on such application even among popular software solutions. The reasonable thing to do would be to set down the varied important aspects that call for a inspection such as essential features, plans, technical skill ability of the employees, company size, etc. Next, you must double down on your research to a full extent. Browse over some AgencyBloc evaluations and explore the other solutions in your shortlist in detail. Such detailed research ensure you circumvent ill-fitting software products and subscribe to the one that includes all the benefits your business requires to be successful.
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 may also be a good idea to analyze other subcategories of Business Process Management Software collected in our base of B2B software reviews.
Every business is different, and might call for a particular type of Business Process Management Software solution that will be fit for their company size, type of clients and employees and even specific niche they cater to. It's not wise to count on finding a perfect app that will work for every company regardless of their history is. It may be a good idea to read a few AgencyBloc Business Process Management Software reviews first and even then you should keep in mind what the solution is intended to do for your business and your workers. Do you need an easy and intuitive solution with just essential features? Will you actually make use of the complex functionalities required by pros and large enterprises? Are there any specific tools that are especially useful for the industry you operate in? If you ask yourself these questions it will be much easier to locate a reliable solution that will match your budget.
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 know that when you decide to purchase a Business Process Management Software it’s crucial not only to see how professionals rank it in their reviews, but also to check whether the actual users and businesses that use it are genuinely content with the service. Because of that need we’ve designer 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 an easy to digest form showing how many clients had positive and negative experience with AgencyBloc. With that information available you will be ready to make an informed purchasing 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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