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AgencyBloc REVIEW

Business Process Management Software

No user reviews
USER SATISFACTION 100%
OUR SCORE 7.7

What is AgencyBloc?

AgencyBloc is an agency management system intended for health and life insurance agencies. It has comprehensive tools for customer relationship management (CRM), processing of commissions, effective marketing, real-time dashboard analytics and more all integrated into one system. This means that your agency can be managed more conveniently using just one software, which is flexible enough to scale as your organization expands.

AgencyBloc aims to lessen the time spent by insurance agents doing tedious manual tasks. By having a system that can help keep an agency organized, improve lead management, manage your books of business, uncover missed commissions, and automate email campaigns, agents can be more productive.

Overview of AgencyBloc Benefits

AgencyBloc’s industry-specific CRM features allow insurance agents to 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.

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.

Overview 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

AgencyBloc Position In Our Categories

Position of AgencyBloc in our main categories:

200

AgencyBloc is one of the top 200 Business Process Management Software products

200

AgencyBloc is one of the 200
Business Process Management Software products


If you are interested in AgencyBloc it could also be a good idea to analyze other subcategories of Best Business Process Management Software listed in our database of B2B software reviews.

Organizations have unique wants and requirements and no software application can be just right in such a condition. It is futile to try to find a perfect out-of-the-box software system that fulfills all your business wants. The smart thing to do would be to modify the solution for your special needs, worker skill levels, finances, and other elements. For these reasons, do not hasten and invest in well-publicized trendy solutions. Though these may be widely used, they may not be the ideal fit for your unique wants. Do your research, check out each short-listed application in detail, read a few AgencyBloc reviews, contact the seller for explanations, and finally settle for the app that presents what you need.

How Much Does AgencyBloc Cost?

AgencyBloc Pricing Plans:

AgencyBloc offers several enterprise pricing options for users to choose from. Give the details a look, and select the best plan for your business.

Agency Management – Plan starts at $59/month

  • $59* per Full User per month
  • $29 per Agent User per month
  • Special tiered pricing begins at 6+ users

Features:

  • Life & Health Insurance specific CRM
  • Real-time Agency & Business Analytics
  • Keep track of activities & assign to-dos.
  • Workflow & Task Automation
  • Email Campaigns ($.02 per-email)
  • Integrated Marketing & Lead Forms
  • Generate book-of-business reports
  • Strategic Industry Integrations
  • Customer Service & Support

Plus Commissions – Plan starts at $158/month

  • $158 for 2 users (minimum) per month
  • $79 per additional user per month
  • $29 per agent per month

Includes everything in Agency Management, PLUS the following:

  • Import Commission Statements
  • Assign multiple payees including hierarchies
  • Track by revenue type
  • Agent Statements (online access available)
  • Uncover Missed Commissions
  • Compare Actual vs Expected Commissions
  • Create calendar year projection
  • Generate commission reports
  • Real-time commission analytics

User Satisfaction

We realize that when you make a decision to buy Business Process Management Software it’s important not only to see how experts evaluate it in their reviews, but also to find out if the real people and companies that buy it are actually satisfied with the product. That’s why 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 presented in an easy to digest form showing how many people had positive and negative experience with AgencyBloc. With that information at hand you should be equipped to make an informed buying decision that you won’t regret.

POSITIVE SOCIAL MENTIONS

3

NEGATIVE SOCIAL MENTIONS

0

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Technical details

Devices Supported
  • Windows
  • Linux
  • Mac
  • Web-based
  • Windows Mobile
Language Support
  • English
Pricing Model
  • Monthly payment
Customer Types
  • Small Business
  • Large Enterprises
  • Medium Business
Deployment
  • Cloud Hosted

What Support Does This Vendor Offer?

  • PHONE
  • LIVE SUPPORT
  • TRAINING

What are AgencyBloc pricing details?

AgencyBloc Pricing Plans:

AgencyBloc offers several enterprise pricing options for users to choose from. Give the details a look, and select the best plan for your business.

Agency Management – Plan starts at $59/month

  • $59* per Full User per month
  • $29 per Agent User per month
  • Special tiered pricing begins at 6+ users

Features:

  • Life & Health Insurance specific CRM
  • Real-time Agency & Business Analytics
  • Keep track of activities & assign to-dos.
  • Workflow & Task Automation
  • Email Campaigns ($.02 per-email)
  • Integrated Marketing & Lead Forms
  • Generate book-of-business reports
  • Strategic Industry Integrations
  • Customer Service & Support

Plus Commissions – Plan starts at $158/month

  • $158 for 2 users (minimum) per month
  • $79 per additional user per month
  • $29 per agent per month

Includes everything in Agency Management, PLUS the following:

  • Import Commission Statements
  • Assign multiple payees including hierarchies
  • Track by revenue type
  • Agent Statements (online access available)
  • Uncover Missed Commissions
  • Compare Actual vs Expected Commissions
  • Create calendar year projection
  • Generate commission reports
  • Real-time commission analytics

What integrations are available for AgencyBloc?

  • ACAExpress
  • All Web Leads
  • Datalot
  • DataWerx
  • Employee Navigator
  • Five9
  • HPOne
  • Laser App
  • NextGen Leads
  • Norvax-ProspectZone
  • Rocket Referrals

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