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
Because companies have distinctive business needs, it is practical they steer clear of purchasing a one-size-fits-all, ”best” solution. Nonetheless, it is troublesome to pinpoint such application even among popular software solutions. The practical step to undertake can be to set down the varied chief factors which need research like essential features, price terms, skill capability of staff, organizational size, etc. Next, you should do your product research fully. Read some AgencyBloc evaluations and explore each of the software options in your shortlist in detail. Such detailed research guarantee you circumvent poorly fit applications and pay for the one which offers 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 interested in AgencyBloc it might also be beneficial to check out other subcategories of Business Process Management Software gathered in our database of B2B software reviews.
Every enterprise has different wants and needs a software that can be customized for their size, kind of employees and customers, and the specific industry they are in. For these reasons, no platform can proffer perfect functionality off-the-shelf. When you search a software app, first be sure what you need it for. Read some AgencyBloc Business Process Management Software reviews and ask yourself do you want basic features or do you need advanced features? Are there any industry-specific tools that you are seeking? Get the answers to these queries to help your search. There are multiple factors that you need to mull over and these include your finances, specific business wants, your organization size, integration needs etc. Take your time, check out a few free trials, and finally zero in on the system that provides all that you want to boost your firm effectiveness and productivity.
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 realize that when you decide to get a Business Process Management Software it’s important not only to see how experts evaluate it in their reviews, but also to check if the real clients and enterprises that bought this software are genuinely happy with the product. That’s why we’ve designer our behavior-based Customer Satisfaction Algorithm™ that collects customer reviews, comments and AgencyBloc reviews across a vast range of social media sites. The information is then presented in an easy to digest format revealing 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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