AgencyBloc Pricing, Features, Reviews & Comparison of Alternatives

AgencyBloc

CRM/Agency Management System for L&H Insurance Agencies

4.77/5 (92 reviews)

AgencyBloc overview

What is AgencyBloc?

AgencyBloc was built to make insurance agents' lives easier. This easy-to-use CRM/agency management system makes managing clients, prospects, and agents simple. AgencyBloc provides real-time updates to the product based on client feedback. Features include: commissions processing, email marketing and real-time dashboard analytics that help you make smart business decisions.
www.agencybloc.com

Pricing

Starting from
$65/month
Pricing options
Free trial
Subscription
Value for money

Devices

Business size

S
M
L

Markets

United States, Canada

Supported languages

English
AgencyBloc screenshot: Dashboard ScreenAgencyBloc screenshot: Individuals ListAgencyBloc screenshot: Individuals by Lead Source GraphAgencyBloc screenshot: Groups ListAgencyBloc screenshot: Policy DetailAgencyBloc screenshot: Policy Coverages DetailAgencyBloc screenshot: Activities Dashboard AnalyticsAgencyBloc screenshot: Policies AnalyticsAgencyBloc screenshot: Commission Not Received Tool

AgencyBloc reviews

Excellent
71

Very good
21

Average
0
Poor
0
Terrible
0
Value for money
Features
Ease of use
Customer support
  4.7
  4.7
  4.8
  4.9
Nicole Thurman

AgencyBloc at KHI Solutions

Used daily for 2+ years
Reviewed 2019-07-31
Review Source: Capterra

Implementing this in 2011 was a huge undertaking with our separate databases for information and commissions, and our old program did not necessarily play the nicest, but since we've been using it over 8 years now, it is so worth the switch. They have implemented new, useful tools for agencies going to this program since we switched, and it seems like they are always working on new things to make it better. I like being consulted when they are thinking about new items to roll out and how that would affect what we do, or if it is even worth it. Our reps are great and they are always a quick response away from a question or concern.

Pros
I like the web-based platform so we can access it anywhere. Prior to this, we were tethered to a server database. I also like that it is integrated between the database and commissions, as our prior commissions and information databases were not the same.

Cons
Many of my issues with things were learning to use it after we were used to our old database. I know there are some things we don't need or use that I wish you could turn on/off, but that is a VERY minor complaint.

Rating breakdown

Ease of use
Features
Customer support

Likelihood to recommend: 10/10

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Steve Pinkerton

All In One Insurance Solution for Brokers!

Used daily for 2+ years
Reviewed 2016-07-19
Review Source: Capterra

AgencyBloc is the single best all-in-one insurance platform out there - and I've used just about all of them as the IT Director for Custom Health Plans. Absolutely any part of the system can be found from a top level search, and the lead system especially has unparalleled versatility for customization. It's even possible to post directly into the CRM, and combined with the autoresponder capability, you can have an instant-deploy message go out the moment a lead comes in. It also has a very Google Calendar-esque notification function built in, so you'll never miss a lead having a birthday or with a policy running out. Last but not least, the staff are super responsive, and listen to agents' requests for new features or tweaks to existing ones. Gary Marr especially on their technical team has been a non-stop asset to our overall online endeavors, and is a true gem within AgencyBloc - having an awesome system is great, but having an awesome system with technicians who care is absolutely stellar.

Pros
Biggest pros are the ease of customization and searchability, and the simplicity of use on any device. The entire CRM is mobile friendly, so even on the go, the whole system is at your fingertips.

Cons
The only real con other than a relatively hefty learning curve (which is expected with this many features) is the lack of a built in rate engine - obviously not a huge deal with so many out there, and if nothing else, it's likely something planned in the future. Regardless, it's easy enough to write a cross-post into a quoting engine AND AgencyBloc without disrupting either one.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 10/10

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Ronnie Meyers

Agency Bloc is a decent product

Used daily for 1-2 years
Reviewed 2019-09-15
Review Source: Capterra

It has been overall a good experience. I think they are a little on the expensive side for what they are. They aren't too much more than a large filing system. We could probably get the same use from Google for a whole lot less.

Pros
The system has most of the data that you need frequently available on the first page. It has quick access to policy numbers and contracts if you save it on there.

Cons
It is a little obnoxious that it is web based. It takes more than just saving a contract or a guide to a folder. I wish they had a desktop version of this so we could save quickly.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 6/10

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Linda Walker

Ease of setup and use

Used daily for less than 6 months
Reviewed 2020-03-17
Review Source: Capterra

I was able to capture all my client data in one location, name, address, birthdate, etc., instead of accessing multiple carrier's software to obtain the same information. What a time saver!

Pros
It was really helpful that AgencyBloc was able to import my existing data. I was able to start using right away to send out my birthday cards to clients.

Cons
I currently cannot think of any cons at this time.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 10/10

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MIndy Drewer

Great for keeping client information all in one place, it is easy to quickly access the data we need

Used daily for 2+ years
Reviewed 2018-05-01
Review Source: Capterra

Being web based, it is easy for our company with several remote offices to all use the same data base. It also makes it easy to access information off site as our agents meet with people outside the office on occasion.

Pros
It's fairly strait-forward to use. The way everything is labeled, after a small amount of training we are able to keep multiple users consistent with data entry. This enables more accurate reporting, which in turn helps with other aspects of running our company such as marketing.

Cons
Duplication of information - Policy detail and coverages share several of the same data points. I question a bit of the accuracy of reports. Recently I pulled up all active clients and updated missing information. Shortly after that a coworker was pulling up several accounts that had missing information. I have also had a couple of coworkers tell me some attached information had disappeared. This has not happened to me, so I have not been able to determine if it was operator error or the program.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 8/10

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AgencyBloc pricing

Starting from
$65/month
Pricing options
Free trial
Subscription

AgencyBloc features

API
Activity Dashboard
Activity Tracking

Audit Trail (304 other apps)
Auditing (350 other apps)
Automatic Notifications (503 other apps)
Billing & Invoicing (288 other apps)
Compliance Management (365 other apps)
Customizable Reporting (400 other apps)
Data Import/Export (377 other apps)
Document Management (297 other apps)
Document Storage (304 other apps)
Inventory Management (405 other apps)
Inventory Tracking (320 other apps)
Monitoring (288 other apps)
Real Time Data (331 other apps)
Real Time Reporting (284 other apps)
Reporting & Statistics (493 other apps)
Third Party Integration (404 other apps)
Workflow Management (403 other apps)

Additional information for AgencyBloc

Key features of AgencyBloc

  • CRM
  • Commissions Processing
  • Automated Workflow
View All Features

Benefits

Designed specifically for health and life insurance agencies, organize, automate and grow your agency through an intuitive CRM/agency management system with email marketing capabilities to automate your internal and external communications and commissions processing to save you time and money.