AgencyBloc for Health & Life Insurance

5 / 5 64 reviews

Who Uses This Software?

Health and Life insurance agencies including everything from one and two-person agencies to MGAs and IMO/FMOs.


Average Ratings

64 Reviews
  • 5 / 5
    Overall
  • 5 / 5
    Ease of Use
  • 5 / 5
    Customer Service

Product Details

  • Starting Price
    $59.00/month/user
  • Free Trial
  • Deployment
    Cloud, SaaS, Web
  • Training
    Documentation
    Live Online
  • Support
    Online
    Business Hours

Vendor Details

  • AgencyBloc
  • www.agencybloc.com
  • Founded 2005
  • United States

About AgencyBloc for Health & Life Insurance

AgencyBloc is an agency management system designed specifically for health and life insurance agencies. CRM, Commissions Processing, and Marketing Automation tools allow you to manage your entire agency in one place. Organize your agency, improve lead management, manage your book-of-business, uncover missed commissions, automate email campaigns, and more!


AgencyBloc for Health & Life Insurance Features

  • Claims Management
  • Commission Management
  • Contact Management
  • Document Management
  • Insurance Rating
  • Policy Management
  • Quote Management

AgencyBloc for Health & Life Insurance Reviews Recently Reviewed!

We're a small 2 pers Medicare office, new to AB, getting going was pretty easy just in time for AEP.

Oct 19, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money

Pros: What we like the most is it is insurance industry specific and that we are able to tailor it to our specific wants and needs.
The ability to download scans into specific clients files has simplified our startup with AB. Instead of keying in all the old notes I scanned them into pdf's and downloaded those. The same goes with plan analysis and supporting documents.
With AB our client files are now always with us and the hard copies are elsewhere in a secure HIPPA compliant location.

Cons: I often find that what I think I don't like is overturned with some experience and the help desks input.
There is some clumsiness in downloading stored file to attach to emails etc but I'm still finding my way around.

Software is very user friendly, allows enough customization for my use, and adds value.

Sep 27, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
4 / 5
Value for Money

Pros: Ease of use, has nice accessibility with being internet-based. Also, it is made for health insurance industry so it is secure.

Extremely User Friendly & A MAJOR Time Saver!

Sep 07, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
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Pros: Before we purchased the Agency Bloc software, I was spending a good majority of my time simply inputting commissions. This was all done by one person (me!), and I was simply not able to keep up with this exhaustive process, and take care of our customers and their respective issues to boot. Since utilizing the commission feature on Agency Bloc, I now have the necessary time to help our customers and spend the time with each and every one of them. No more working nights and/or weekends just to keep my head above water. Also, the customer service that Agency Bloc extends is absolutely beyond compare. Our rep never fails to respond to our pleas for help (regardless of how trivial), and gets back to us the same day, and usually within the hour even. THANK YOU so much! I would highly recommend Agency Bloc to any insurance agency that is looking to streamline and organize their customer base. With AB, you can be as detail oriented as you like, and rest assured that they will be there to assist you 100%.

Overall: There are too many to list. But, mainly, the fact that our customers are all in one easy spot, and since we have two office locations, all of us are able to access and utilize the program. I personally have saved many, many hours of my work week, as am now able to simply upload most of our commissions directly into Agency Bloc, and don't have to spend my valuable time simply inputting numbers into Excel.

Agency Bloc has made such a difference for the company i work for. Its reliable, and easy

Aug 07, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
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Pros: Honestly everything, its so easy to use. The Agency Bloc company keeps you updated on all the updates and even goes as far as to do training's for all the updates and past updates.

Great management tool. Smart and Linking features help tremendously.

Jun 02, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money

Pros: Ability to quickly find a Client and supporting information. Linking a Relative or Spouse can simplify changes or adding updated information.

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

Jun 02, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money

Pros: Fabulous software, we are loving it and feeling so much more organized! Before this, we were using multiple documents on an intranet and this just pulled everything together for us. Super easy to use!

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. It's super quick to edit and organize.

Best Management System for Benefits

Mar 09, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Is it is not only user friendly but adaptable to my needs. I can make changes in certain areas to custom what I am looking at.

Cons: Of course I want to be able to customize it more in certain areas.

Overall: I have been using this system since 2013 and will tell you there is no better on the market today. The customer service is second to no one. I call and they respond immediately to most of my issues. What really impresses me is what I jokingly call my Christmas list when i call in with a suggestion. You see if I feel like there is something missing that I would like to see implemented they carefully listen to me and ( not always ) but a lot of times have implemented the idea. We service approximately 45-50,000 employees and around 200 groups with this system. I believe ( and I have investigated ) that this is the best system in the market place that you can use to service your customers. I highly recommend them to everyone.

Recommendations to other buyers: I would say just try it.

Great Program - Easy to Use

Mar 02, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money

Pros: Easy to Use , Customizable, Lots of reporting Capability, follow up system using the dashboard is great. Also can use the system on your mobile device.

Overall: We moved from GBS to AgencyBloc in 2016. The difference is night and day. All of our client information is available and easy to search and find. AgencyBloc did a mass transfer of information from GBS to AgencyBloc at the inception of their service. Although there were some updates that had to be done after the fact, the system is very user friendly and we did not lose any information. 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. It has been well received. I feel that the system has much more potential that we have not yet tapped into yet with reporting. Looking forward to using the system to it's fullest potential.

Amazing, easy to use, fabulous and responsive customer service

Feb 13, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
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Pros: Easy of use

Cons: I wish more things were customizable

Overall: I am so happy we found agencybloc. We have tried other client management systems and this one really takes the cake. I think the best part of it is the customer service and the willingness to keep changing and making it better.

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

All In One Insurance Solution for Brokers!

Jul 19, 2016
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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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.

Overall: 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.

Recommendations to other buyers: Just make sure you've got time to really dig in and learn the back end dashboard - it can be a little overwhelming at first, but the staff is super at ensuring you understand the tools they provide, and there are VERY extensive tutorials in their knowledge base.

AgencyBloc is a Time Saver!

Jul 06, 2016
5/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: You can set up automated emails to customers and forget about it. The system will automatically send out your welcome emails, birthday emails, holiday emails, etc. Then, you can check to see who opened the email, how many times they viewed it, and if they clicked on any links. This is a great way to find out how effective your emails are and if you should continue sending them. From my experience, whoever reads your emails the most, happens to be the customer who refers the most.

Cons: Mass emails are at 2 cents per email, but that's only $2 for 100 emails. (Still a great deal!)

Overall: AgencyBloc is a time saver especially when it comes to email campaigns. You can quickly sort out a list of customers to send specific emails to.

Recommendations to other buyers: AgencyBloc is consistently coming up with new ways to improve.

Excellent program and wonderful customer service

Jul 06, 2016
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: It has so many features on it and it allows user to input so much detail about your client. Also, even if you make a mistake, it's very easy to go back and fix without losing data. I've also been very fortunate to have a customer service rep (Degin) who is always around to provide help and support when I need it.

Overall: My experience with this program has been great from the very beginning. It is extremely user friendly and has so many features.

Recommendations to other buyers: Take advantage of the trial so you can see for yourself how great this software is.

Great software for our office - integral to our business.

May 13, 2016
5/5
Overall
4 / 5
Ease of Use
4 / 5
Customer Support

Comments: I like that information on carriers, clients and policies are online and accessible at our convenience. Even if out of the office, we can access policy applications and our communications quite easily as long as we have internet access.

User Friendly for the staff and all required admin tasks are easy to find and use.

May 12, 2016
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Comments: I have used this tool for only 6 months and find it highly functional, easy to use and have some very clever reports starting with the AgencyBloc Tool. I would highly recommend this and be an advocate for future customers.

Health Insurance Agency CRM review.

May 10, 2016
4/5
Overall
4 / 5
Ease of Use
4 / 5
Customer Support

Comments: It is fairly easy to use, basically fill in the blanks and attach your files as needed. The system allows you to log in and out as needed to access your client database without having to worry. I recommend to my agents to save the PDF files to AgencyBloc and delete them off their desktop for security.
The hardest part is to get Agents to actually input the data, which is typical of a good sales person they can sell but hate paperwork. It's wise to have the agents pay the cost for data entry.

Excellent product and service

May 05, 2016
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Comments: WE have been using Agency Bloc as our CRM database for over three years. We are extremely satisfied with the database and the company. Their response time to questions or concerns is excellent and they keep updating the database to provide more options we didn't even know we wanted. I would highly recommend this database to any business that needs to use a CRM system.

Happy I made the switch to this product!

May 04, 2016
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Comments: I definitely didn't do enough research when I was originally selecting a program - mainly to track commissions. The original program I used was not set up for Insurance agents. Unfortunately, it was a waste of my time. Thankfully I started asking other agents what they use and one agent highly suggested AgencyBloc. There are so many wonderful features that AgencyBloc offers. It is geared specifically toward agents and commissions tracking has been a breeze. The customer service is effective and efficient. I highly recommend it!

Excellent product and excellent service

Apr 27, 2016
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Comments: We love AgencyBloc!! It is so wonderful to find information regarding our clients in one data storage location. The software has streamlined how and what information we keep track of. What we appreciate most about AgencyBloc is, as they have grown they have not lost sight of what is most important when it comes to software and that is "Customer Service". In the three years since I have been using AB I have always had my questions answered on the first call. Not once has someone had to call me back to resolve an issue. This is huge!!! There is nothing more frustrating than calling customer service and having to leave a voice mail of the problem and then getting a recorded message telling you they will return your call within 24 hours!! Another thing I appreciate about AB is they are very careful and thoughtful about upgrades. When we receive an upgrade, we can count on the fact it has been tested and is tried and true. Thank you so much AgencyBloc Team for providing an excellent product that is dependable and we have great confidence knowing you and your team sincerely care about us and the success of our business.

AgencyBloc has really help us stay organized and more effecient.

Apr 27, 2016
5/5
Overall
4 / 5
Ease of Use
4 / 5
Customer Support

Comments: Everything has been relatively easy. Running reports, searching for specifics, making changes, marketing, etc...the biggest negative is getting used to the email campaign system and limitations. Love the fact that AgencyBloc is also integrated with other systems we use (Rocket Referal, ACAExpress etc...)

Happy Customer

Apr 27, 2016
4/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Comments: With any new product you are going to have lots of questions that come up. The team at AgencyBloc have gone above and beyond helping me with any issues. I've been working closely with Tori and I have to say she wonderful to work with. She is professional, quick to respond and has really grown to know my need for the software.

Of coarse I want something tailored to my specific needs (commissions) however, this is the best thing I've come across

Excellent and very user friendly!

May 11, 2015
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Comments: ¿The system is very easy to use and I really look forward to using the E-mail communication that I learned about recently, it sounds like it will turn out to be something very helpful!"

Client for Life

May 11, 2015
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Comments: "You guys are the best. Love that I can track commissions and the new email campaign is going to be a lifesaver down the road."

Outstanding product & service!

Apr 30, 2015
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Comments: Being this is my first agency management system, AgencyBloc has been a very easy program to use and understand. Their service has also been outstanding! Kudos to Gary Marr for all his help.

I couldn't be happier with my experience with AgencyBloc.

Responsive. Great support.

Apr 29, 2015
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Comments: You answer your telephone. No phone tree. I can get in touch with Tasha at anytime and she does not make me feel as if my questions are dumb. She walks me though the software step by step. If I need help getting something customized to my agency, she helps me accomplish that as well. I tried no less than 5 CRMS prior to making the investment with AgencyBloc. And from my initial call with David Kline (who is not pushy) to my continued support with Tasha, I am beyond pleased.

Really easy to begin use.

Apr 29, 2015
4/5
Overall
4 / 5
Ease of Use
4 / 5
Customer Support

Comments: This internet based database is very easy to use. The tutorials are very helpful. The addition of listening to the webinars completes the education.

The service is great. They keep in contact and keep you up to date.

I have used this software as an office assistant for approximately the last 2 years

Apr 29, 2015
4/5
Overall
5 / 5
Ease of Use
4 / 5
Customer Support

Comments: "Having used many databases in the ins/healthcare field over the years, I find Agencybloc to be the most complete, user friendly program I've ever worked with. I particularly appreciate the ability to add notes and fields when necessary."

AgencyBloc streamlined our business!

Apr 29, 2015
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Comments: Before AB, our office used a separate spreadsheet for every activity - tracking phone calls, files for quotes, and another for current business. One question from a client could take 5 min to answer simply because we had to locate in WHICH spreadsheet the info was hidden. Now everything is in one location. All communications, policy, and follow-up information is in one place. We would be lost without this product!

Great Database System, Improves Inter-departmental Communication.

Apr 17, 2015
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Comments: Our company started with a primarily paper based system and went to AgencyBloc specifically as a database to keep all of our client and clients employee information.

We quickly realized that AgencyBloc was a powerful tool and saves us the time. We frequently need reports on our groups and employees to create quotes. The reports are easy to pull off of the Website and we rely heavily on them. The nice thing is they are always up to date and accurate which we didn¿t have with the excel documents we created without AgencyBloc. We used to have to input all of the information ourselves, now we just pull it from AB. It does mean that you have to be vigilant about making sure the information is current in AgencyBloc but once you get a system set up it is a huge time saver. Our customers are impressed with how fast we get information to them!

The activity section has also proved to be really helpful. We are a small business and each of us work from home so communication within our company is vital. Activities allow us to document all of our interactions with clients and carriers, then each of us can view the activity for information. Therefore, we are never "in the dark" when communicating with customers or carriers...there are detailed notes that we can each refer to.

The other thing I really appreciate about the system is that it has lots of features and you can choose which you are going to use and how. It is easy to customize to fit your specific needs.

The AgencyBloc staff is always available to answer any questions we have and they are always willing to hear feedback. Some of the feedback we have given has actually resulted in changes, which means they listen!

Overall, we have had a very positive experience with AgencyBloc and the staff that run it!

Agencybloc is fantastic!

Mar 11, 2015
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Comments: Agencybloc is a wonderful tool for agents - whether you run an office of agents or just work on your own. It allows you to have your clients info at your fingertips, run reports, keep track of commissions, send newsletters, have a task list - so you don't let anyone fall through the cracks!
Awesome tool! And, I might add, they are great at training you to use the product!

OneSource Benefits

Jan 08, 2015
4/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
4.5 / 5
Customer Support
Likelihood to Recommend: 9.0/10 Not
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Pros: It's pretty easy to use and understand. It covers most of our needs.

Cons: I would like more information to show under the preview, not just notes.

Recommendations to other buyers: I would suggest they compare AgencyBloc to others out there.

Agency Bloc offers a great alternative

Dec 29, 2014
5/5
Overall
4.5 / 5
Ease of Use
4.5 / 5
Features & Functionality
5 / 5
Customer Support
Likelihood to Recommend: 9.0/10 Not
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Pros: The vendor was very helpful. I needed some special set up help and they worked very hard to meet my needs. The system was priced very competitively as well. 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. There was quite a bit of set up required, and the support team got right on it and had me operational in no time. I was surprised by how much work they were willing to do just to facilitate a trial offer.

Cons: Like any agency management system, it always seems like the person who wrote the program never worked in an agency. Some of the terms were strange, and that resulted in some of the functionality being lost.

Recommendations to other buyers: 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.

Love AgencyBloc!

Dec 29, 2014
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
Likelihood to Recommend: 10.0/10 Not
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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.

Recommendations to other buyers: We did an extensive search and AgencyBloc was by far the most economic and best solution for benefits agents.

Great Product / Awesome Customer Service

Dec 23, 2014
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
Likelihood to Recommend: 10.0/10 Not
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Pros: We been customers of AgencyBloc for almost two years now, and we like how easy is to manage. Also, their customer service is always spot on.

Cons: I haven't had any bad experiences with their product or the company, so I can't write anything bad about them.

Recommendations to other buyers: Ask questions before purchasing. We did, and we learned so much. They make it easy to learn, and you should definitely attend their webinars.

Larger Font

Dec 01, 2014
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Comments: Everything looks good in the Agency bloc system. Itwas really easy to use. I would like to see a feature where the user can increase the font.

Best data storage product out there!

Jul 10, 2014
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Comments: I came to work part time for a delightful local insurance agency last year and was given a sufficient amount of instruction on how to navigate through AgencyBloc. Open enrollment came upon us and we were so busy. I found entering and accessing information into AB was incredibly simple. Correcting, updating, or adjusting information ( even creating a custom field) was also simple. 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. My congrats to the developers for creating a comprehensive data base for information storage and retrieval that is so easy to use. Most others I have used are layered with too much information and duplication.

I have nothing but good things to report about AB customer service. When we call, the AB staff have consistently answered in a pleasant and helpful manner and have provided usable and understandable answers/instructions. In my experience, thus far, I have not had to leave a message and wait for a call back. All this is a rarity, but certainly appreciated, in the current business climate.

A CRM That is Affordable and Practical

Jun 23, 2014
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Comments: I have been using AgencyBloc for my small agency since May of 2012. I am able to keep track of my client's notes, activities, pdf attachments and emails all in one place. Being able to track my commissions is another plus. I can also say the customer service is second to none, they are always willing to take my phone calls and answer any questions I have. After using this system for over 2 years I still have no regrets and am happy I made the switch!

AgencyBloc Rocks

Oct 04, 2013
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Comments: We are a growing ancillary General Agent who was in need of a more robust database and tracking system. We were previously using Microsoft Access to track our agents quotes and service issues but that limited us to one user and was not cloud-based. 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. Agency Bloc fits this bill.

Agency Bloc helps us manage our entire current block of business as well as all our new quoting activity and customer service issues. If one person goes out, the next can easily pick up on open items or issues. The system will even allow us to pay commissions if we pay the upgrade.

As we quoted out ideas for an agency management system, we talked to a variety of vendors. Agency Bloc was the most reasonably priced.

I recommend fully Agency Bloc to the agents I work with. It is an affordable professional solution for benefit agents.

Excellent Product and Excellent Service!!

Oct 03, 2013
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Comments: I am an independent life insurance agent and sought out away to better organize my business. Agency Bloc has help me to become more organized and to track my sales and commissions very effectively. I was given a personal training session on how to use the software and David Kline has always been quick to reply to any of my questions. I am very pleased!

Very pleased with this Service

Sep 27, 2013
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Comments: I have used AgencyBloc for some time now. I have been very impressed with the ease of use and especially the customer service that I have received. They have been helpful with even the smallest of questions, and I was so pleased to find that they had made a few updates that took into consideration suggestions for improvements. They are attentive to our needs as a Health/Life Insurance Agency. It has made my record-keeping run much smoother. Not to mention the ease I have had tracking commissions! I would highly recommend AgencyBloc!

Agency Bloc Experience

Sep 17, 2013
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Comments: Having used different software products over the years, I find this program refreshing. We were up and running within hours not days. Every one in the office has found it easy to use. In the reporting section, we need a small modification and it was addressed immediately.

One giant step...

Jun 24, 2013
4/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Pros: Making the decision to change agency management software is extremely difficult but when you run into substantial limitations on functionality it is time to look at alternatives. After switching to Agency Bloc I immediately found that I could generate reports in seconds that took me much longer to generate on my old system. I found the interface to be much more user friendly and service team was there to solve the few minor glitch moments that came up.

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. I thought that as well, but my server crashed last week and some of that data that I thought was being backed up was not backed up. My existing agency management firm charged me for rebuilding a couple of files and it took some time to get it done. The information on Agency Bloc was unaffected because it was not stored on the server. This is a real plus.

Cons: For some reason it seems that the people who design these agency systems get carried away with setting up functions that the average agency just does not use. In some cases the information that I would like to see on one centralized screen requires that you either change screens several times or set up a "custom" page where you can put the info you want to see in one place.

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.

Overall: If you are looking for a software system to run an agency that specializes in group life and health and related lines you should take a look at the Agency Bloc product. It is easy to use, fairly inexpensive, and does a great job generating reports and tracking clients. I am very happy I am making the switch.

Well worth the upfront setup time !!!!

Mar 13, 2013
4/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Pros: The staff at AgencyBloc have been available, helpful, patient, professional and very easy to work with. I've had all my questions answered promptly. 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. Having the information backed up regularly and web access was crucial to our firm.

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. It would be great if one could select fields from within AB to generate into a report and have those be a bit more professional looking.

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

Superb System

Jan 30, 2013
4/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Pros: Very user friendly, and very encompassing system. This is a very robust product and can handle all of the needs for an insurance brokerage.

Cons: Nothing to complain about.

Overall: Great product, even better customer service.

Best CRM ever

Oct 03, 2012
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Pros: Commissions are incredibly easy! If I didn't use it for anything else it would be worth it!

Cons: Note tracking not advanced enough to use as sole CRM for the company

Overall: Just for commission tracking, I couldn't live without it

Still modifying to our needs

Jul 18, 2012
4/5
Overall
4 / 5
Ease of Use
5 / 5
Customer Support

Pros: This site/program is FAST, User friendly, and has the ability to upload pdf files so if you have a "crash" in your company or your own personal computer, you've lost no files.

Cons: Since this program is "national" you can only "customize" it up to a point. There are certain things that you may want to do and can't since it would affect the program for everyone.

Overall: Overall, this is an excellent program and site. I've been able to be very "creative" as I've learned the limitations of what I can change within the program to accomodate our needs. These "creative" methods have helped make the program more suitable for what we need to do.

Considering that once all of our data is in Agency Bloc, and I no longer have to keep flash/thumb drives for a backup, I'd recommend this to any company in this line of work.

Wonderful Commission Tracking System!

Jul 12, 2012
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Pros: In the past we have manually calculated commission for our 100+ agents using spreadsheets; this has simplified our process and provided more detail to our agents. 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!

Overall: AgencyBloc's commission tables and import mapping will save us hours of time each month in calculating commissions. The search feature will help us to answer agent questions quickly. We are very satisfied with AgencyBloc and would highly recommend it to anyone looking for a commission tracking software program!

Very Very Satisfied

Apr 16, 2012
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

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

Overall: Buy and use it as you will be pleased

AgencyBloc Software

Mar 22, 2012
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Pros: This software is very easy to use and we have found it to be a beneficial tool for storing/organizing our clients' information. You are able to input both individual and group clients, and even upload documents to store (i.e. applications). The price is very reasonable for such a great system!

Cons: E-mai integration: would like to be able to send a mass e-mail directly from the software.

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

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

Agencybloc

Sep 27, 2011
4/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Pros: I have found the system to allow me to track my clients in an organized fashion. 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.

Overall: overall I give it a 9 for my needs out of 10. I must admit part of that may be my limited use of the system. 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. So I will learn even more as I proceed. I have found everyone in the company to be very helpful and supportive.

Great Management System!

Sep 19, 2011
4/5
Overall
4 / 5
Ease of Use
5 / 5
Customer Support

Pros: Some of the best customer service I have ever experienced, on top of a top notch product that makes figuring commissions so much easier! Worth the time to get it set up!

Cons: It took us a long time to get things set up, as we had lots of already existing clients.

Overall: I highly recommend the product!

Outstanding Customer Support

Sep 16, 2011
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Pros: AgencyBloc is a great tool and the support is outstanding. They walk you through every step of the way and make sure you understand all aspects of it. If we have a question, need a change made, etc., they take care of it within minutes.

Cons: No cons that we have found.

Overall: We definitely recommend AgencyBloc.

Great value for the small agency

Aug 03, 2011
4/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Pros: Ease of use
Priced affordably
Great customer service

Cons: Not overly robust

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

AgencyBloc is Fantastic!

Aug 03, 2011
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

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.

Overall: 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!

Vendor Response

by AgencyBloc on August 03, 2011

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!

An Absolute Godsend

May 19, 2011
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Pros: This is one of the most user friendly programs I have ever used. And, should you find something that is not user friendly for you, you are one phone call away from getting it fixed. You call one number, you talk to a live person who transfers you to the live person you requested and your problems get solved right away. This could not be easier.

Cons: I have yet to find one.

Overall: This will make your life so much easier - I wish I had found something like this a LONG time ago.

AgencyBloc review 04-01-11

Apr 12, 2011
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Pros: This software is perfect for our commission tracking - easy to use and not at all complicated. When needed the customer support is friendly and immediate - no waiting. Reports are exactly what we need. We searched a long time for a system that would be efficient and accurate, AgencyBloc was the answer.

Cons: We have found no Cons to this software program.

Overall: 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.

Agency Bloc

Apr 11, 2011
4/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Pros: AgencyBloc has a nice "dashboard" with various tabs that you move through to complete different tasks. I found it to be a more intuitive interface. Its also web-based so you can use it anywhere. Another facet I found important was not having to worry about downloading updates or new software onto my computer.

Cons: I would like to be able to see individuals within a group and their enrollment for the various policies offered by the employer.

I also think it would be an enhancement to have the capability to build an individual contact at the same level of the employer. When there is a family enrolled I would like to have the ability to have spouse and children fall under the primary applicant instead of creating an individual contact for each member enrolled on the policy.

Overall: The price-point is inline with what I wanted to spend and I have the opportunity for this system to grow with me and my agency as my needs change. I am very satisfied with the system and have experienced excellent service support when I needed it.

Absolute best client management software for health agents

Feb 24, 2011
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Pros: Easy to use. Intuitive. Easy to customize.

Cons: I have yet to find one complaint.

Overall: I have been searching for a csm for a long time but found that most csm's were geared for people in the financial services industry or the p&c industry. In other words, they failed to meet my needs. AgencyBloc is an amazing system with superb ease of use. Best of all, it's tailor made for health agents. I would highly recommend this product to anyone in the health insurance field.

User Friendly and Plenty of Features

Feb 18, 2011
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Pros: The ease of use and ease of implementing were among the top reasons we choose AgencyBloc. I am too busy to have to take on a system that requires hours of training.
Also, if we have turnover in our staff, this system is very easy to get someone up and running. The staff at AgencyBloc also are very responsive to our upload needs and questions.

Cons: I can't say we've run into any cons with this system.

Overall: Would highly recommend this system from price, to ease of use, to responsiveness, all great.

Great System!

Feb 04, 2011
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Pros: Pros are this system is easy to use, update, track, create commission statements and renewals. I enjoy the good and prompt support associated with the system!

Cons: There aren't really any cons.

Overall: 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! Thank you.

Agency Bloc Software Is everything and more!

Dec 08, 2010
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Pros: AgencyBloc is very simple to understand and use. It's easy to set up new applications, make new policies, and use data entry. The commission structure is perfect and its ease of use makes it that much more enjoyable to use. After purchasing this software, implementing and importing our old and new data, my job of configuring commissions for our agency has been made so much easier. Instead of usually taking me 22 days of the month to get completely done, I'm done in less than 4 days with agencybloc. It's been a life and most of all, time saver!

Cons: When I find some, i'll let you know!

Overall: 10/10. We have researched countless softwares and Agencyblocs topped them all. It's by far the most advanced and easiest to use among the ones we tested. I would recommend any company to evaluate this software against what it currently operates and I'm sure this will beat it hands down. Thanks again AgencyBloc in your help in getting us started and your fantastic customer service!

Great software for health insurance agency!

Dec 08, 2010
4/5
Overall
4 / 5
Ease of Use
5 / 5
Customer Support

Pros: Finally a agency solution for a health agency!! We have been looking for a product like this for years! Support has been excellent, and for our agency it works perfect. Has elminated hours and hours of plugging in commisions for agents. We actually had one person that was doing this for a full time job and he now has become one of our top selling agents, because he can focus on selling not entering in commisions all month.

Cons: Would like more features available like to query birthdays so we can send out cards, and more query options. But, this is the best thing out there from what we saw with other companies.

Overall: I would definitley reccomend this product to any health and life agency.

The best money I have ever spent

Sep 21, 2010
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Pros: Has my clients all in one place
I can work from anywhere, including the beach
Does not have too many features to confuse me
Is extremely user friendly, I have been able to easily use this software. I do not consider myself computer savy but this is the easiest software I have ever used.
Organizes my clients so I can easily find them.
Allows me to keep all my contact information online including phone numbers for insurance companies.
It is extremely affordable
I can save emails to the client for which they pertain
I don't have papers and files all over my desk anymore
I have not lost any papers in a very long time!
I have not had to call and ask for support from their customer service. I have not needed it!

Cons: There are not any

Overall: I would highly recommend this service to any health and life insurance agents. I do not sell auto and home so I do not know if it would work well with that business. This software doesn't require complicated computer skills to operate. It really has changed my life.

Nothing else compares!

Jun 28, 2010
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Pros: The product itself is unlike anything we've ever seen. AgencyBloc efficiently manages our clients, agents, commissions, carriers, and includes great reporting capabilities. What impressed us the most though is the high level of customer service and support we received while implementing and transferring our current data into AgencyBloc. This is a great product and a great company to do business with!

Cons: None at this time.

Overall: I would absolutely recommend this product!

Review

Apr 06, 2010
4/5
Overall
4 / 5
Ease of Use
5 / 5
Customer Support

Pros: easy to use

Cons: Would like to link to my email

Overall: ease to use