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.