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AgencyBloc

  • 4.714.714.714.714.71
  • 55555
  • 4.714.714.714.714.71
  • 55555

AgencyBloc is an integrated work-flow system specifically built for health agents that allows users to assign follow-ups. Immediate access to relevant information will improve the performance of your customer service, sales, management and leadership teams.

9 Customer Reviews

  • This is a Health Insurance database and NOT Life Insurance. We’re in the Life insurance business and had alot of problems trying to make it work. Finally, we went to another database that was compatible to our Life operation. Agency Bloc mislead us to think their database would work for Life but it really is for Health. They should have told us Upfront instead of misleading us so long. Also, BE CAREFUL, for Agency Bloc will NOT refund your monies once it’s paid. We let the database lie dormant for several months and paid the fees and when we realized this database was not suitable for our line of business, we asked to have at the bare minimum one month refunded and Agency Bloc refused after all those paid months with no activity. Most reputable companies would have graciously accommodated a credit for atleast the one month in good faith. I hope this helps someone when they’re making their decision for a life insurance database. Please feel free to contact us, if you have any questions 1+(877)+926-1515 option 1.

  • Overall Rating55555
    Customer Service55555
    Ease of Use55555
    Value for price55555

    User friendly and plenty of features

    Pros: The ease of use and ease of implementing were among the top reasons we choose AgencyBloc. I am too busy to have to take on a system that requires hours of training.

    Also, if we have turnover in our staff, this system is very easy to get someone up and running. The staff at AgencyBloc also are very responsive to our upload needs and questions.

    Cons: I can’t say we’ve run into any cons with this system.

    Overall: Would highly recommend this system from price, to ease of use, to responsiveness, all great.

  • Overall Rating55555
    Customer Service55555
    Ease of Use55555
    Value for price55555

    Great system!

    Pros: Pros are this system is easy to use, update, track, create commission statements and renewals. I enjoy the good and prompt support associated with the system!

    Cons: There aren’t really any cons.

    Overall: I would recommend this system for any agency/broker of any size, the price and system advantages are worth it! One easy place to track all your clients! Thank you.

  • Overall Rating44444
    Customer Service55555
    Ease of Use44444
    Value for price55555

    Great software for health insurance agency!

    Finally a agency solution for a health agency!! We have been looking for a product like this for years! Support has been excellent, and for our agency it works perfect. Has elminated hours and hours of plugging in commisions for agents. We actually had one person that was doing this for a full time job and he now has become one of our top selling agents, because he can focus on selling not entering in commisions all month.

    Would like more features available like to query birthdays so we can send out cards, and more query options. But, this is the best thing out there from what we saw with other companies.

    I would definitley recommend this product to any health and life agency.

  • Overall Rating55555
    Customer Service55555
    Ease of Use55555
    Value for price55555

    Agency bloc software is everything and more!

    Pros: AgencyBloc is very simple to understand and use. It’s easy to set up new applications, make new policies, and use data entry. The commission structure is perfect and its ease of use makes it that much more enjoyable to use. After purchasing this software, implementing and importing our old and new data, my job of configuring commissions for our agency has been made so much easier. Instead of usually taking me 22 days of the month to get completely done, I’m done in less than 4 days with agencybloc. It’s been a life and most of all, time saver!

    Cons: When I find some, I’ll let you know!

    Overall: 10/10. We have researched countless softwares and Agencyblocs topped them all. It’s by far the most advanced and easiest to use among the ones we tested. I would recommend any company to evaluate this software against what it currently operates and I’m sure this will beat it hands down. Thanks again AgencyBloc in your help in getting us started and your fantastic customer service!

  • Overall Rating55555
    Customer Service55555
    Ease of Use55555
    Value for price55555

    The best money i have ever spent

    Pros
    Has my clients all in one place
    I can work from anywhere, including the beach
    Does not have too many features to confuse me
    Is extremely user friendly, I have been able to easily use this software. I do not consider myself computer savy but this is the easiest software I have ever used.
    Organizes my clients so I can easily find them.
    Allows me to keep all my contact information online including phone numbers for insurance companies.
    It is extremely affordable
    I can save emails to the client for which they pertain
    I don’t have papers and files all over my desk anymore
    I have not lost any papers in a very long time!
    I have not had to call and ask for support from their customer service. I have not needed it!

    No cons that I’ve found. I would highly recommend this service to any health and life insurance agents. I do not sell auto and home so I do not know if it would work well with that business. This software doesn’t require complicated computer skills to operate. It really has changed my life.

  • The product itself is unlike anything we’ve ever seen. AgencyBloc efficiently manages our clients, agents, commissions, carriers, and includes great reporting capabilities. What impressed us the most though is the high level of customer service and support we received while implementing and transferring our current data into AgencyBloc. This is a great product and a great company to do business with!

  • Overall Rating55555
    Customer Service55555
    Ease of Use55555
    Value for price55555

    Nothing else compares!
    The product itself is unlike anything we’ve ever seen. AgencyBloc efficiently manages our clients, agents, commissions, carriers, and includes great reporting capabilities. What impressed us the most though is the high level of customer service and support we received while implementing and transferring our current data into AgencyBloc. This is a great product and a great company to do business with! I would absolutely recommend this product!

  • Overall Rating44444
    Customer Service55555
    Ease of Use44444
    Value for price55555

    Easy to use. Would like to link to my email.

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