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Claimable vs AgencyBloc Comparison

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Overview

Claimable removes the headache of managing insurance claims for your business, so you can settle more claims, automate your...

AgencyBloc helps life and health insurance agencies grow their business by organizing and automating their operations using...

  • Platforms supported
  • Web-based
  • iPhone app
  • Android app
  • Windows Phone app
  • Typical customers
  • Freelancers
  • Small businesses
  • Mid size businesses
  • Large enterprises
  • Customer support
  • Phone
  • Online
  • Knowledge base
  • Video tutorials
  • Platforms supported
  • Web-based
  • iPhone app
  • Android app
  • Windows Phone app
  • Typical customers
  • Freelancers
  • Small businesses
  • Mid size businesses
  • Large enterprises
  • Customer support
  • Phone
  • Online
  • Knowledge base
  • Video tutorials

Screenshots

Pricing

Starting from
£

59

/momonth
  • Free trial available
  • No credit card required
  • Free account
  • Subscription based
Starting from
$

65

/momonth
  • Free trial available
  • No credit card required
  • Free account
  • Subscription based

User reviews

4.9

5

4

3

2

1

9

1

0

0

0

  • Value for money
  • Ease of use
  • Features
  • Customer support
100%
would recommend this app

5

4

3

2

1

79

21

0

0

0

  • Value for money
  • Ease of use
  • Features
  • Customer support
100%
would recommend this app

Pros

Not enoughreviews yet

Pros

AgencyBloc is a really good CRM. Perfect for what we use it for and the customer service is excellent.
The ease of use has been beyond our expectations and the customer service is outstanding with response times being exceptional. We would highly recommedn this and already do to anyone who will listen.
I would recommend this system for any agency/broker of any size, the price and system advantages are worth it. One easy place to track all your clients.

Cons

Not enoughreviews yet

Cons

Some of the terms were strange, and that resulted in some of the functionality being lost.
I can get in touch with Tasha at anytime and she does not make me feel as if my questions are dumb.
It is a little obnoxious that it is web based. It takes more than just saving a contract or a guide to a folder.
  • Vendor responds to reviews
  • Last review6 months ago
  • Vendor responds to reviews
  • Last reviewa month ago

Key features

  • Total features19
  • API
  • Activity Dashboard
  • Activity Management
  • Activity Tracking
  • Adjustor Management
  • Audit Management
  • Audit Trail
  • Budgeting/Forecasting
  • Case Management
  • Claims Tracking
  • Collaboration Tools
  • Commission Management
  • Compliance Management
  • Configurable Workflow
  • Contact Management
  • Customer Management
  • Customizable Fields
  • Data Import/Export
  • Document Generation
  • Document Management
  • Drip Campaigns
  • Electronic Claims
  • Email Templates
  • Email Tracking
  • Insurance Policy Management
  • Lead Capture
  • Lead Distribution
  • Lead Management
  • Lead Nurturing
  • Life & Health
  • Mobile Access
  • Multi-Location
  • Opportunity Management
  • Performance Metrics
  • Policy Management
  • Projections
  • Real Time Analytics
  • Real Time Notifications
  • Real-time Updates
  • Reminders
  • Reporting/Analytics
  • Role-Based Permissions
  • Rules-Based Workflow
  • Sales Forecasting
  • Sales Reports
  • Tagging
  • Task Scheduling
  • Two-Factor Authentication
  • Total features32
  • API
  • Activity Dashboard
  • Activity Management
  • Activity Tracking
  • Adjustor Management
  • Audit Management
  • Audit Trail
  • Budgeting/Forecasting
  • Case Management
  • Claims Tracking
  • Collaboration Tools
  • Commission Management
  • Compliance Management
  • Configurable Workflow
  • Contact Management
  • Customer Management
  • Customizable Fields
  • Data Import/Export
  • Document Generation
  • Document Management
  • Drip Campaigns
  • Electronic Claims
  • Email Templates
  • Email Tracking
  • Insurance Policy Management
  • Lead Capture
  • Lead Distribution
  • Lead Management
  • Lead Nurturing
  • Life & Health
  • Mobile Access
  • Multi-Location
  • Opportunity Management
  • Performance Metrics
  • Policy Management
  • Projections
  • Real Time Analytics
  • Real Time Notifications
  • Real-time Updates
  • Reminders
  • Reporting/Analytics
  • Role-Based Permissions
  • Rules-Based Workflow
  • Sales Forecasting
  • Sales Reports
  • Tagging
  • Task Scheduling
  • Two-Factor Authentication

Integrations

  • Total integrationsN/A
  • Authorize.net
  • Dropbox Business
  • Facebook
  • Gmail
  • Google Analytics
  • Google Calendar
  • Google Maps
  • Mailchimp
  • Microsoft 365
  • Microsoft Excel
  • Microsoft Outlook
  • PayPal
  • QuickBooks Online
  • QuickBooks Online Advanced
  • Salesforce Sales Cloud
  • Shopify
  • Stripe
  • Wordpress
  • Xero
  • Zapier
  • Total integrations2
  • Authorize.net
  • Dropbox Business
  • Facebook
  • Gmail
  • Google Analytics
  • Google Calendar
  • Google Maps
  • Mailchimp
  • Microsoft 365
  • Microsoft Excel
  • Microsoft Outlook
  • PayPal
  • QuickBooks Online
  • QuickBooks Online Advanced
  • Salesforce Sales Cloud
  • Shopify
  • Stripe
  • Wordpress
  • Xero
  • Zapier

Security

  • Encryption of sensitive data at rest
  • HTTPS for all pages (web-based apps)
  • Reports/alerts for security breaches
  • Multifactor authentication options
  • Customer data removed upon service cancellation
  • Encryption of sensitive data at rest
  • HTTPS for all pages (web-based apps)
  • Reports/alerts for security breaches
  • Multifactor authentication options
  • Customer data removed upon service cancellation

User reviews that mention these apps

Overall Rating
  • Ease of use
  • Customer support

Share this review:

AgencyBloc logo

AgencyBloc

Great value for the small agency

Reviewed 10 years ago

This program has helped us streamline claim issues and better serve our clients. As a small agency we are extremely pleased with the program.

Pros

Ease of use Priced affordably Great customer service

Cons

Not overly robust

Overall Rating
  • Ease of use
  • Customer support

Share this review:

AgencyBloc logo

AgencyBloc

AgencyBloc is Fantastic!

Reviewed 10 years ago

We looked at several software options that claimed distinctiveness but after exploring and testing out those options AgencyBloc became the clear choice because it simplifies our health insurance organization. AgencyBloc is intuitive, uncomplicated and the service and support is fantastic!

Pros

AgencyBloc is offers a service that compares to no other software on the market. Using AgencyBloc is effortless!

Cons

We would love to see e-mail integration and marketing support built into the system.

Vendor response

We're happy to report that Email Integration is coming - we have a number of agencies test piloting the enhancement right now. Glad to hear the software is working well for your agency!

Overall Rating
  • Ease of use
  • Customer support

Share this review:

AgencyBloc logo

AgencyBloc

Very Very Satisfied

Reviewed 9 years ago

Buy and use it as you will be pleased

Pros

We love all of Agency Bloc as it has changed they way we do business not only for E&O reason's but also for customer sales f/u and especially our f/u on claims. Our tracking of clients and prospects for future sales has improved our bottom line. The ease of use has been beyond our expectations and the customer service is outstanding with response times being exceptional. We would highly recommedn this and already do to anyone who will listen. David and his group are excellent.

Cons

absolutely none

Claimable vs. AgencyBloc

See how Claimable and AgencyBloc stack up against each other by comparing features, pricing, ratings, integrations, security & more.