AgencyBloc Reviews

Besides keeping all our information organized (like a glorified filing cabinet), our internal communication has become much more streamlined through the Activities tab pertaining to each policy. Also, we are now able to integrate with other entities to enhance our influence - both InTulse (telecommunications) and Client Circle (member growth and retention) are fully integrated with our Agency Bloc

It takes longer to record policy information then it used to, when I complete an enrollment, because so many clicks are necessary - so that part takes longer then it did before. Also, we cannot edit information on the Activities tab or delete activities and it get quite cluttered for some clients - every time they call a new activity is generated automatically.

Our agency is now much better organized and can therefore scale more quickly. Under the old system, we were accidentally copying forms and creating redundancies and that is no longer an issue for us.

I love most everything about AgencyBloc. It tracks your clients, policies and changes, activities, conversations, etc... AgencyBloc has a great chat feature that helps you when you need help. Everyone there has been nothing but friendly and helpful. Lots of reports that can be run and unlimited customizable reports for your needs can be made.

Being able to make an activity each time we talk to a client for future refernce is so important and helpful. I had several agent friends recommend AgencyBloc and would easily recommend them to anyone!

My only issue is that the screens are not customizable at all. A few tweaks would make things easier for us and it isn't an option. Examples: Moving a box from the very bottom of the screen to the top so we don't have to scroll down every time or being able to delete/hide a field we don't use. I'd also love to color code clients so it's a quick recognition of what they have without having to scroll to the bottom and then click on policy list.

Tracking clients and changing policies. Tracking client interacts for future reference. Scheduling.

The hours saved are immeasurable. We have been able to get custom agency statements out to our downlines and saved at least one working day per commission cycle.

There really has not been a downside to agency bloc.

Time management is the most significant way Agency Bloc has benefitted our company. The organization that Agency Bloc has given us also saves time on any internal issues.

I am Brian Spire, and I own South Dakota Senior Insurance Agency. I've been using AgencyBloc for over three years now! The commission's module alone has saved me thousands of dollars in payroll while decreasing human error. I'm confident that when I pay my agents, I pay them exactly what I promised. I highly recommend AgencyBloc for anyone looking to take their business to the next level.

I truly can't think of anything I'm not happy with.

Before AgencyBloc, my insurance agency was inefficient with our processes and systems. AgencyBloc helped us make the transition to paperless. Since we began AgencyBloc over three years ago, we have been able to triple our book of business. I know I wouldn't have been able to have that type of growth without them.

The ease of use is critical for my agency. The layout is user-friendly and easy to navigate. The tutorials and commission reports have allowed me to keep better track of my commissions. No more creating excel spreadsheets!

I hope they will implement quoting tools. If I could use one system, that would save me even more time.

AgencyBloc has created an automated environment with the intake form on my website. I am now able to find out which client commissions are missing. This reporting tool has translated into more funds for my agency.

The amount of data you can enter into Agency Bloc is incredibly useful for reporting purposes. Their customer support is unparalleled. Whenever I have a problem or a question, I can count on a response usually within hours, at most 24 hours.

The only downside to agency bloc, if you can even call it that, is there is A LOT to learn when it comes to reporting. I've been using agency bloc for about 4 years now and still have a lot to learn about reports and customizing reports. Like I said, it's not a downside as they have webinars (and recorded webinars from the past) that you can learn from. I just haven't found the time to devote to it.

Commission tracking is a huge benefit from AgencyBloc. We can enter commissions manually and also import commissions from most carriers and sources which is a tremendous time saver. The reports help us confirm what we are receiving is correct and also if we are missing any commissions. It is also a very detailed database for client information.

It's so easy to use and navigate. The setup makes it simple to find answers if you get stuck trying something new. There's tutorials and articles to help, plus live chat.

Client files get duplicated when our admin updates policies with commission information. Also I've seen spaces get added in front of the spelling of a clients first or last name. The client's name does not yield any search results if there is a space in front of the name

AgencyBloc keeps all of our clients in one place. We can keep notes on the client, enrollment applications, create activities with due dates and set follow ups. I am able to set my own personal activities and to-do's. Everything I need to as an insurance producer I can do and keep track of in AB.

The onboarding process with Agencybloc is second to none. Easy to on-board, learn as an admin or to teach to your agents.

Nothing really, it's been really smooth so far.

Agencybloc solves many problems. From lead distribution to dispositioning to commission and sales tracking.

Ease of use of the system, easy integrations, great support & service.

Our Medicare agency made the switch to AgencyBloc earlier this year, and we're so happy we made the change. We've received personal training and support to maximize our use of AgencyBloc’s features every step of the way. We've been able to easily integrate with our own Medicare quoting & enrollment platform, as well as some of our other vendors like Ring Central & Calendly. Our agency has become much more efficient since we made the switch. We're happy to be part of "the Bloc" and would recommend AgencyBloc to any insurance agency out there!

Nothing! We haven't come across anything that we don't like.

Easy integrations into other systems

The information that can be saved in the CRM for my industry

Nothing I can think of at this time. I am still a bit new.

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