AgencyBloc Features

AgencyBloc

CRM/Agency Management System for L&H Insurance Agencies

4.77/5 (82 reviews)

AgencyBloc Feature Summary

  • CRM
  • Commissions Processing
  • Automated Workflow

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Competitor Feature Comparison

AgencyBloc Feature Reviews

25 reviewers had the following to say about AgencyBloc's features:

Richard Phillips

One giant step...

2013-06-24

It is easy to use, fairly inexpensive, and does a great job generating reports and tracking clients.

Pros

Perhaps the most important "Pro" I have found is off site storage. We all know the importance of backing up data and we all think we have taken this important setp.

Cons

I would like to see more "user defined" fields on the main screens but the ability to set up custome fields on some of the pages works with a little effort.

Rating breakdown

Ease of use
Customer support
Source: Capterra
Helpful?   Yes   No
Read more
Angela Davis

Love this software!

2018-04-09

Better tracking, improved customer service ability and more efficient time management.

Pros

This has made our tracking of clients and customer service so much better.

Cons

Sometimes the report tools are a bit restrictive, but they have improved greatly over the last couple of years.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Danette Bell

This is a well though out program and their custome service is excellent!

2018-04-09

A single location to store our cleint informations as well as commission data.

Pros

Customer service. We appreciate that the updates are well tested and thought out before they are released.

Cons

Some of basic reports could be more robust in terms of the ability to select any field in the database while choosing a report.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Connie Caka

Great Program - Easy to Use

2017-03-02

We like that we can set up scheduled phone calls to clients, and create follow up activities that show up in our dashboards. We also set up the birthday email function so our clients receive a birthday message from us.

Pros

Easy to Use , Customizable, Lots of reporting Capability, follow up system using the dashboard is great.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Source: Capterra
Helpful?   Yes   No
Read more
Joe Craney

It's rare to find a product that not only meets and exceeds your expectations like AgencyBloc does.

2018-03-15

Pros

In addition, the ability to create a follow-up activity for a client or prospect has provide me one software that keeps my team completely on top of follow-up!

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Source: Capterra
Helpful?   Yes   No
Read more
A Aceti

Well worth the upfront setup time !!!!

2013-03-13

I highly recommend this solution to any firm looking for an easy to learn & use commission based system.

Pros

The implementation of AB replaced a tedious, manual process (using Excel pivot tables) to manage a very unique and complicated commission tracking and payout need.

Cons

I hope that AB will further develop reporting options and facilitate the updating of fields in large groups of policies without having to either be creative or work with each policy individually.

Rating breakdown

Ease of use
Customer support
Source: Capterra
Helpful?   Yes   No
Read more
Shea Brown

Amazing, easy to use, fabulous and responsive customer service

2017-02-13

We have tried other client management systems and this one really takes the cake.

Pros

Easy of use

Cons

I wish more things were customizable

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

10/10

Recommendations to others considering AgencyBloc

Creating activities is a great way to stay on top of tasks and keep up on the day to day in the office.

Source: Capterra
Helpful?   Yes   No
Read more
Morten Rudbeck Sorensen

Great software with great support.

2018-07-11

Pros

Commission importing is also very easy and time saving.

Cons

There is a feature, related to how AgencyBloc has products set up, that I am not keen on.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
Read more
Nathan Anderson

Super user Friendly! Great platform to keep business organized.

2018-03-20

We received better client organization, tracking, in office communication and processing which has increased productivity greatly.

Pros

AgencyBloc's streamlined platform offers the ability to easily search for policies, clients, activity history, as well as track activity and progress among other agency staff.

Cons

Can't say there is anything I don't like. We moved to AgencyBloc from another platform about 8 months ago and the transition was painless.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Deborah McKay

Perfect Customer database software for the insurance agency.

2018-04-09

Pros

It is designed around what information I need to track for my customers so the reports are helpful.

Cons

The only feature I like least is the reporting.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Source: Capterra
Helpful?   Yes   No
Read more
Rick Goodman

Agencybloc

2011-09-28

I am caught up now in entering all my clients and the next phase is to go through and update for activities that have occured over the years.

Pros

I am able to print reports that I can use in other programs to follow up with clients and track commissions due.

Cons

I would say it is a limited system from others I have worked with. Overall I am very pleased for my needs.

Rating breakdown

Ease of use
Customer support
Source: Capterra
Helpful?   Yes   No
Read more
Kayla Fanning

Fabulous software, we are loving it and feeling so much more organized!

2017-06-02

Pros

Before this, we were using multiple documents on an intranet and this just pulled everything together for us.

Cons

The customization for fields is my favorite part, because even though the framework there is fabulous, every broker has different things that you need to track for clients.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Source: Capterra
Helpful?   Yes   No
Read more
Karen Pines

I HAVE TRIED OTHER SYSEMS, I FIND THIS SYSTEM EXCELLENT AND EASY TO USE

2018-06-22

ALL MY CLIENTS AND DOCUMENT IS IN ONE PLACE AND EASY TO ACCESS

Pros

THE FLOW OF MOVING FROM ONE SECTION TO ANOTHER. I LIKE THE FACT THAT YOUR SERVICE DEPARTMENT IS REALLY HELPFUL

Cons

I WOULD PREFER FOR THE ACTIVITIES AND NOTES TO BE DATES WHEN PUT IN SYSTEM.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Dominic Siciliano

Love AgencyBloc!

2014-12-29

Pros

It is easy to use. It is created for benefits agents and GA's, and it is constantly updated based on client feedback.

Cons

In a perfect world, we'd like to better customize our reports.

Rating breakdown

Ease of use
Features
Customer support

Likelihood to recommend

10/10

Recommendations to others considering AgencyBloc

We did an extensive search and AgencyBloc was by far the most economic and best solution for benefits agents.

Source: Software Advice
Helpful?   Yes   No
Read more
Liz Eagle

Best data storage product out there!

2014-07-10

I have used several data systems in my career (which has not always been in insurance) and have found AB to be one of the most user friendly systems for data storage and information/report retrieval.

Rating breakdown

Ease of use
Customer support
Source: Capterra
Helpful?   Yes   No
Read more
Richard Phillips

Agency Bloc offers a great alternative

2014-12-29

Pros

I responded to an email that offered a trial period and in a very short time I was up and running on the trial program.

Cons

Like any agency management system, it always seems like the person who wrote the program never worked in an agency.

Rating breakdown

Ease of use
Features
Customer support

Likelihood to recommend

9/10

Recommendations to others considering AgencyBloc

Don't start an evaluation of something this complex unless you have a lot of time to devote to the process. Make sure you are not going to get into a busy season prior to completing the review. Plan on lots of time to implement any new system.

Source: Software Advice
Helpful?   Yes   No
Read more
Trish Anderson

Wonderful Commission Tracking System!

2012-07-12

AgencyBloc's commission tables and import mapping will save us hours of time each month in calculating commissions.

Pros

We deal with multiple carriers and AgencyBloc has excellent functionality and customization to meet our needs.

Cons

The initial setup is tedious, but the customer support at AgencyBloc helped ease the process - they were great!

Rating breakdown

Ease of use
Customer support
Source: Capterra
Helpful?   Yes   No
Read more
MIndy Drewer

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

2018-05-01

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

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.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No
Read more
Hong Wen Tan

Agency Bloc offers a great alternative

2017-01-27

Pros

What I like the best: It is easy to use.

Cons

What I like the least: Like any agency management system, it always seems like the person who wrote the program never worked in an agency.

Rating breakdown

Value for money
Ease of use
Features
Customer support
Source: Capterra
Helpful?   Yes   No
Read more
Raeann Larsen

AgencyBloc review 04-01-11

2011-04-12

This program has saved us hours and hours of input, I would recommended it to anyone wanting to be more efficient with their commission accounting and client tracking.

Pros

When needed the customer support is friendly and immediate - no waiting. Reports are exactly what we need.

Cons

We have found no Cons to this software program.

Rating breakdown

Ease of use
Customer support
Source: Capterra
Helpful?   Yes   No
Read more
Dominic Siciliano

AgencyBloc Rocks

2013-10-04

We added another employee and it is imperative that all members of the team can see the activities and notes from the different groups we manage.

Rating breakdown

Ease of use
Customer support
Source: Capterra
Helpful?   Yes   No
Read more
Shelly Alvarez

AgencyBloc Software

2012-03-22

I highly recommend AgencyBloc to anyone who is looking to manage their clients and prospects. It is well worth the cost!

Pros

You are able to input both individual and group clients, and even upload documents to store (i.e. applications).

Cons

Birthday reminders: this would be nice to keep track of through AgencyBloc

Rating breakdown

Ease of use
Customer support
Source: Capterra
Helpful?   Yes   No
Read more
SaraMarie Blunt

AgencyBloc streamlined our business!

2015-04-29

Before AB, our office used a separate spreadsheet for every activity - tracking phone calls, files for quotes, and another for current business.

Rating breakdown

Ease of use
Customer support
Source: Capterra
Helpful?   Yes   No
Read more
Lindsay Brys

Great Database System, Improves Inter-departmental Communication.

2015-04-17

Our customers are impressed with how fast we get information to them! The activity section has also proved to be really helpful.

Rating breakdown

Ease of use
Customer support
Source: Capterra
Helpful?   Yes   No
Read more
Tiffany Clemons

Overall, very good

2018-04-09

Pros

Allows my agents to access it from their tablets, phones and laptops while out in the field.

Cons

Wish they could also run their own reports, ie: missing commission reports.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Source: Capterra
Helpful?   Yes   No
Read more