Is agencybloc CRM Insurance Software right for your business?

agencybloc CRM Insurance Software is a great fit for many businesses. Find out if it's the right choice for you! Are you looking for a agencybloc CRM Insurance Software demo, technical support, product or pricing information or to simply to compare agencybloc CRM Insurance Software with competitive options? Quickly get answers and the information you need.

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 tool. Both your agency and customers will benefit from streamlined operations and improved organization.

  • Assign tasks/follow-ups
  • See your teammates’ tasks and priorities
  • Cut down on meetings, calls, emails
  • Instantly know what you and your team need to get done each day

Monitor agent sales and marketing campaigns

See policies written by each agent to monitor productivity. Easily discover where your best leads are coming from to determine the best use of marketing resources.

Generate real-time reports

Generate reports that will help you better understand your book-of-business and help you run your insurance agency.

Never miss a meeting

  • Create events which can be automatically pushed to your calendar
  • Quick glance at historical notes/activities

Monitor the sales cycle

  • Assign incoming leads to your agents and track them through the sales cycle
  • Know what your agents are doing

Other Applications

The following applications are designed to work hand-in-hand with Dashboard:

"Dashboard" is part of the agencybloc CRM Insurance Software line of products, developed by agencybloc.