Agencybloc Review - why 4.8 stars?

Shlomi Lavi / updated: Feb 01, 2023

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What is Agencybloc?

AgencyBloc is a web-based insurance customer relationship management software designed to help health and life insurance agencies to increase their efficiency while also offering competitive service. The software can enhance customer satisfaction by offering features like tracking policies, managing agents and generating reports. Insurance agents can check the current activities of the insurance agency right from the dashboard and act accordingly.

AgencyBloc, the makers of the insurance CRM software with the same name, was created with a view to offer a web-based CRM software to health and life insurance agencies. Most of the CRM software out there is not suitable for insurance agencies as they can be very difficult and expensive and that’s where AgencyBloc can help agencies with their insurance agency focused CRM solutions.

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Who is it best for?

AgencyBloc is designed for agencies of all large and small health and life insurance agencies. The software can help general agents who are looking for a stronger and efficient tracking and database system. The insurance focused CRM system can help agents and employees by keeping all the critical agency information in one place. Constant Coverage and Senior Benefits are some of the clients of AgencyBloc.

Main features and functionalities

AgencyBloc offers some great features like tracking policies, managing insurance agents, managing their commissions and reporting. All the ongoing activities of your insurance agency can be checked right from the dashboard. You can assign a specific team or person to handle follow-ups after interactions with customer.

The accounts part offer keeping tabs on contacts, associate policies, attaching notes and documents and also driving directions to a contacts location. The agent management feature offers management system for about 500 agents including agent information like contracts and licenses.

The document tracking and management part offers attaching documents or note, recording a note for a specific account, attaching a scanned contract or attaching an application to a policy. The activity tracking system of this software can track meetings, phone calls and full audit trail of each entry. The entire system is very easy-to-use and a new user can easily start using this software because of its straight-forward interface.

What is the actual cost?

The cost of license starts at $75 per month. ITQlick pricing score is 4 out of 10 (10 is most expensive). Access ITQlick pricing guide for Agencybloc. You can also find here pricing information from Agencybloc's website.

Pros

• AgencyBloc is completely web-based and doesn’t require any installation or download. There is also a Windows compatible version for interested users
• AgencyBloc offers data migration service and can import electronic files to make the data transferring process easier unlike other similar tools
• The month-to-month service of AgencyBloc can be upgraded, downgraded and canceled anytime you want
• All the features of AgencyBloc are specifically designed for handling insurance management needs and can be used by insurance companies of any size
• The insurance management software offers a 15 days trial with complete access to all the features
• The software offers a mobile dedicated app for Android and iOS devices

Cons

• AgencyBloc’s initial setup process is lengthy comparing to other insurance management software
• AgencyBloc’s reporting options needs further development and customization features where users will be able to work on each policy individually
• The Standard plan offered by AgencyBloc doesn’t offer commission management features and it’s only available on the Plus Plan
• The tool is only available in English and doesn’t support other languages unlike other software

How it stacks up?

Access a head to head analysis of Agencybloc vs alternative software solutions.

Frequently Asked Questions (FAQs)