AgencyBloc
The #1 Recommended Agency Management System.
Overview
AgencyBloc is a web-based agency management system and CRM built specifically for life, health, and benefits insurance agencies. While its core focus is not P&C, many agencies that use it also handle ancillary lines or have departments that could manage homeowners policies within the system. It helps agencies manage clients, policies, commissions, and sales activities. The platform is known for its strong commission tracking capabilities and ease of use.
✨ Key Features
- Client and Policy Management (CRM)
- Commission Processing and Tracking
- Sales Dashboard and Analytics
- Automated Workflow
- Email Marketing
- Document Management
🎯 Key Differentiators
- Industry-leading commission tracking and processing module.
- Strong focus on the specific needs of life and health agencies.
- Highly rated for ease of use and customer support.
Unique Value: Provides a purpose-built agency management system that solves the unique challenges of life and health agencies, especially around commission management.
🎯 Use Cases (4)
✅ Best For
- A leading AMS for the life and health insurance industry.
- Helps thousands of agencies save time on commission processing and data management.
💡 Check With Vendor
Verify these considerations match your specific requirements:
- P&C-focused agencies that need carrier downloads, ACORD forms, and comparative rating.
- Large, enterprise-level agencies.
🏆 Alternatives
Offers far superior commission tracking capabilities compared to generic CRMs or P&C-focused agency management systems.
💻 Platforms
🔌 Integrations
🛟 Support Options
- ✓ Email Support
- ✓ Live Chat
- ✓ Phone Support
- ✓ Dedicated Support (N/A tier)
🔒 Compliance & Security
💰 Pricing
✓ 14-day free trial
Free tier: N/A
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