Let us show you how other Health Insurance Agencies are benefiting from our system! Our web-based agency management system was built specifically for Health Insurance Agencies - large and small. AgencyBloc easily allows you to monitor on-going activities, access your customers' information and policies & manage and service interactions with customers. Streamline your commission runs and do it with ease. Setup rate tables. Import carrier files. Generate statements.
Product Features
- Carrier Upload
- Commission Management
- Contact Management
- Custom User Interface
- Customizable Fields
- Customizable Functionality
- Customizable Reporting
- Data Import/Export
- Document Management
- Email Integration
- For Health / Medical Insurance
- For Life Insurance
- License Tracking
- Multi-Line Industries
- Multiple Product Tracks
- Policy Management
- Reporting
- Wholesale Program
Show More Product Features
Who We Target
Our agency management system (CRM) was built specifically for Health and Life insurance agencies. Our client base includes everything from one and two-person agencies to MGA's and IMO/FMO's.
What Makes Us Different
As you listen to our customers and browse the Capterra reviews, you'll pick-up on a few re-occurring themes: 1.) Our software is incredibly easy to use and 2.) was built for the specific needs of their business and 3.) good customer service.
Product Details
- Platforms:
- Windows, Web Based, Mac, Open Source, Linux/Unix
- Support:
- Regular Business Hours, Online/Self Service
About AgencyBloc
- Year Founded:
- 2005
- Location:
- Iowa - United States
- Number of Customers:
- Not Available
- Industries Served:
- Insurance
- Stock Symbol:
- Not Available
- Annual Revenue:
- Not Available
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