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AgencyBloc

AgencyBloc

4.6 out of 5 stars

5 star

78%

4 star

17%

3 star

2 star

1 star

41 reviews

3 profiles
3 categories

Average star rating

4.6

Serving customers since

2008

Profile Type

Product

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Product

Category

Insurance Agency Management Systems

Life & Health Insurance Agency Management

Other Insurance

Product

AgencyBloc AMS+

40 reviews

AMS+, an AgencyBloc solution, is an all-encompassing, industry-specific sales and servicing management solution designed to help your team be more efficient, increase sales, and improve client retention.

Product

AgencyBloc Commissions+

1 review

AgencyBloc’s Commissions+ solution streamlines commissions processing and management, saves your team serious time, and can help you uncover thousands of dollars in missing compensation.

Product

AgencyBloc Quote+

0 reviews

AgencyBloc Quote+ is a streamlined, all-in-one quoting and proposal tool brokers can use to cut down on the busy work and spend more time supporting and retaining their clients. AgencyBloc Quote+ provides brokers with a secure, private marketplace to shop quotes from a variety of carriers for medically underwritten, community rated, and ancillary products. This process saves brokers significant time from shopping around and gathering quotes from individual carrier portals. Map employee data directly to the quotes to pull accurate, complete quotes that are ready for presentation.

Profile Name

AgencyBloc AMS+

AgencyBloc Quote+

AgencyBloc Commissions+

Star Rating

AgencyBloc Reviews

Review Filters

Profile Name

AgencyBloc AMS+

AgencyBloc Quote+

AgencyBloc Commissions+

Star Rating

Caroline T.

06/22/2021

Validated Reviewer

Verified Current User

Review source: G2 invite

Incentivized Review

Easy to use but several features lacking

|AgencyBloc AMS+

Easy to set up and get going. Integrates with Ease which is great for brokers that have a large book of small group benefits. Ability to customize access, so agents are only able to see their own book/assigned clients. Microsoft Outlook integration and custom email address for task creation are definite pluses.

Mikayla B.

06/07/2021

Validated Reviewer

Verified Current User

Review source: Organic

Receptive to Client Feedback

|AgencyBloc AMS+

I appreciate that the reps and Agency Bloc took the time to reach out to us about our experience and listen to our feedback. I really value a company going out and searching for feedback. Most businesses aren't proactive and usually wait for negative feedback to reach out.

Heather R.

02/23/2021

Validated Reviewer

Verified Current User

Review source: Organic

Happy Member of The Bloc

|AgencyBloc AMS+

Agency Bloc is incredibly user-friendly as an agency management tool not only from a technology perspective, but the support team as well. The representatives at Agency Bloc are at my fingertips to get immediate, consistent and knowledgeable assistance. I am able to count on seeing the same familiar names pop up in chat, emails, and at user meetup. This is incredibly reassuring for a company servicing thousands of health insurance clients. If I don't know how to pull information from my data, the members of the team are trusted colleagues that will construct solutions, training and anything else that we need to succeed! The platform itself is quick and easy for every line in my team - from producer, CSR, admins, and commissions personnel, it is a system that is quickly picked up and direct with it's data points. This system is a vast improvement over other clunky databases.