Best Software for 2025 is now live!
Product Avatar Image

AgencyBloc

Show rating breakdown
40 reviews
  • 3 profiles
  • 3 categories
Average star rating
4.6
Serving customers since
2008

Profile Name

Star Rating

31
7
1
1
0

AgencyBloc Reviews

Review Filters
Profile Name
Star Rating
31
7
1
1
0
HL
Heidi L.
09/12/2022
Validated Reviewer
Verified Current User
Review source: Organic

Support is very good and it is user friendly

The information that can be saved in the CRM for my industry
GO
Greg O.
09/07/2022
Validated Reviewer
Verified Current User
Review source: Organic

Agency Bloc for Efficiency in Communications

Agency Bloc has enabled us to maintain a quality & up to date database designed for growth. We particularly like the auto emails we send for birthdays.
George E D.
GD
George E D.
Insurance Professional Owner, Agent, Counselor at www.danielhealth.com
07/20/2022
Validated Reviewer
Verified Current User
Review source: Organic

Agencybloc - A Life & Health Agency Platform for Agents not in P&C

I came from an all lines background and had The Agency Manager since 1983, The in 2002, I entered just the Life & Health Insurance arena, and did not need everything the Cadillac program offered or the cost. I looked at several Agency Management Systems and selected Agencybloc. 1) The Price, 2) It was tailored to my occupation without P&C, 3) It was easy to use and kept all my info as needed in regards to my clients and their policies. A super nice feature is the ability of the program to send out Birthday wish's to all clients automatically! I get so many reply e-mails thanking me for remembering them. It also will let you set up pre- e-mails . like reminding clients turning 65 what they need to be doing 3 months prior to turning 65 and each month a different e-mail. Little things that that are special.

About

Contact

HQ Location:
Cedar Falls, Iowa

Social

Details

Year Founded
2008