AgencyBloc

(5)
4.4 out of 5 stars

AgencyBloc is a web-based agency management system that provides the necessary tools to organize your health or life insurance agency.

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AgencyBloc Pricing

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Call sales for more information: 866-338-7075

24/7 access to your data from anywhere
Cloud-based—login from your computer, phone or tablet
Unlimited, off-site storage & data backup every 4 seconds
Serious security—HIPAA, bank-grade encryption, & two-step verification
FREE support with a dedicated client success specialist
Exclusive client help center with videos and step-by-step articles
Volume pricing available for large agencies

  • Agency Management
    $59 per month
    The Agency Management plan provides you the necessary tools to organize your health or life insurance agency.
    • Life & Health Insurance specific CRM
    • Real-time Agency & Business Analytics
    • Workflow & Task Automation
    • Email Campaigns
    • Integrated Marketing & Lead Forms
    • Generate book-of-business reports
    • Strategic Industry Integrations
    • Top-Notch Customer Service & Support
  • Plus Commissions
    $158 per month
    The Plus plan provides you the necessary tools to organize your health or life insurance agency PLUS:
    • 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
Pricing information for AgencyBloc is supplied by the software provider or retrieved from publicly accessible pricing materials. Final cost negotiations to purchase AgencyBloc must be conducted with the vendor.
Free Trial is available

Call sales for more information: 866-338-7075.

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