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 Reviews

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AgencyBloc review by User in Insurance
User in Insurance
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Verified Current User
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"Insurance agent using AgencyBloc"

What do you like best?

I like being able to run reports based on birth date, active client or prospect, and turning 65. The reports are great for mailings and calling to remind clients of upcoming events.

What do you dislike?

That we can't turn off certain tabs that we don't use making adding an individual a little more time consuming. It feels like you do a lot of clicking around on certain tabs.

Recommendations to others considering the product

It is a great software for Insurance needs. It allows you to house all your clients information in one location. It also allows you to run reports for mailings and data collection. I would recommend this product to anyone.

What business problems are you solving with the product? What benefits have you realized?

We are able to upload any documents to an individuals account therefore making our clients folders complete and accessible anywhere. Attaching documents to different policies is a huge plus for our business. Also we like being able to pin future events and reminders for ourselves about work that needs to be done or clients that need to be called.

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AgencyBloc review by <span>William A.</span>
William A.
Validated Reviewer
Verified Current User
Review Source

"Amazingly Simple, Robust and Growing with New Features"

What do you like best?

AgencyBloc's team is continuously seeking to improve their software and truly value their clients feedback in doing so. Their most recent upgrade launched yesterday is a summary column that shows the key details about a clients status on the right side of the screen. And I mean all the key details that we previously had to click through the tabs to find out. Now they are all in a central place, front and center.

What do you dislike?

It lacks Zapier and other integration support. They need to build a Zapier integration so we can leverage it with our marketing and agency systems.

Commission reconciliations are significantly better than our old way, however, they do need to get the "rounding" figured out. There is often times .01c that doesn't round and causes us to manually go into those line items and assign the penny to the agency so the books balance.

Recommendations to others considering the product

Unless carrier downloads are a requirement for you (which AB does not support), this is the only software I would recommend and we have tried many packages.

Besides, they are priced right and care about their clients. They actually listen to agents who give legitimate feedback to help the system grow.

The other companies we've checked into aren't really interested in hearing this.

What business problems are you solving with the product? What benefits have you realized?

Commission tracking, policy tracking and automation for activities is great.

What Insurance Agency Management solution do you use?

Thanks for letting us know!
AgencyBloc review by <span>Heather C.</span>
Heather C.
Validated Reviewer
Verified Current User
Review Source

"My experience with AgencyBloc has been excellent"

What do you like best?

Having our clients policy information, copies of applications, and records of correspondence available, with just a few keystrokes, is amazing.

What do you dislike?

Searches are still a little basic. Having a more in depth ability to search would be ideal.

What business problems are you solving with the product? What benefits have you realized?

No more searching through paper files. Client information is always available, when needed.

AgencyBloc review by Administrator in Insurance
Administrator in Insurance
Validated Reviewer
Verified Current User
Review Source

"AgencyBloc is a great way to track current business and control leads."

What do you like best?

The ability to enter relevant information

What do you dislike?

I don't like the steps in commission tracking

Recommendations to others considering the product

It is a very good way to keep track of business and prospects, but not easy to get answers from AgencyBloc. Tracking commissions is not convenient.

What business problems are you solving with the product? What benefits have you realized?

Seamlessly tracking activities with clients. Good notes and activities entered make it easier to handle issues.

AgencyBloc review by User in Insurance
User in Insurance
Validated Reviewer
Verified Current User
Review Source

"Use agency bloc for our customer database"

What do you like best?

Able to search individuals and have access to policy information.

What do you dislike?

Would like easier access to attachments.

Recommendations to others considering the product

Great tool for maximizing current client potential, as well as creating future sales.

What business problems are you solving with the product? What benefits have you realized?

Able to run reports for future sales. Also able to create customer lists for different products or locations.

Kate from G2 Crowd

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