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AgencyBloc Review

AgencyBloc
Our score: 7.7 User satisfaction: 100%

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

Because businesses have special business-related needs, it is only practical that they steer clear of preferring an all-in-one, ”best” business application. However, it would be hard to try to stumble on such a software system even among popular software solutions. The practical step to do would be to narrow down the numerous chief aspects which require scrutiny like key features, costing, technical skill ability of staff, company size, etc. The second step is, you should perform the product research to a full extent. Have a look at some of these AgencyBloc review articles and check out the other software solutions in your shortlist more closely. Such detailed product research guarantee you keep away from unfit apps and pay for the system which includes all the tools you require business requires to be successful.

Position of AgencyBloc in our main categories:

TOP 200

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

If you are interested in AgencyBloc it could also be beneficial to check out other subcategories of Business Process Management Software collected in our database of SaaS software reviews.

There are well-liked and widely used systems in each software group. But are they automatically the best fit for your organization’s unique wants? A market-leading software solution may have thousands of customers, but does it offer what you need? For this reason, do not blindly spend on popular systems. Read at least a few AgencyBloc Business Process Management Software reviews and consider the aspects that you wish to have in the software such as the price, main functionality, available integrations etc. Then, select a few solutions that fit your requirements. Try out the free trials of these apps, read online reviews, get explanations from the vendor, and do your research meticulously. This in-depth groundwork is sure to aid you choose the best software solution for your company’s specific requirements.

How Much Does AgencyBloc Cost?

AgencyBloc Pricing Plans:

Free Trial

Agency Management

Starts at $59/month

Plus Commissions

Starts at $158/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.

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

Positive Social Media Mentions 3
Negative Social Media Mentions 0

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.

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Technical details

Devices Supported

  • Windows
  • Linux
  • Mac
  • Web-based
  • Windows Mobile

Deployment

  • Cloud Hosted

Language Support

  • English

Pricing Model

  • Monthly payment

Customer Types

  • Small Business
  • Large Enterprises
  • Medium Business

What Support Does This Vendor Offer?

  • email
  • phone
  • live support
  • training
  • tickets

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What are AgencyBloc pricing details?

AgencyBloc Pricing Plans:

Free Trial

Agency Management

Starts at $59/month

Plus Commissions

Starts at $158/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.

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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Reviewed By Louie Andre
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