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agencybloc CRM Insurance Software

A customer relationship management system designed by agencybloc.
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Very little customization is needed after setting up an account.

Commissions Processing

Commissions processing system allows agencies to quickly pay commissions by importing carrier provided data files.

Easy to Use

AgencyBloc is super easy to use so you don’t need hours upon hours of training.

Customer Service

Has the same phone number for sales and customer support.

Functionality Modules

Clients & Contacts Manage your clients & contacts with ease! Track client details, contact information, and all correspondences in one location. All your contacts - one location Groups and…

Reports With all your data in one location you can finally get an in-depth look at your book-of-business and the metrics needed to run your agency. Industry specific reports Policy…

Dashboard Monitor your ongoing activities at a glance, including follow-ups and agency announcements. Whole office collaboration Provide your staff with an easy-to-use collaboration…

Carriers There’s finally a single place to list all the carriers you work with-including their products, forms, and even contacts. Carriers you work with Track carrier contact…

Policies Agencies appreciate that the policies section is industry-specific. All the fields you need for tracking life and health business. Designed for your industry Designed to…

Agents Whether your agency has 5 or 500 agents, AgencyBloc consolidates all your agent information - including items like licenses & contracts. Organize agent information…

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