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AgencyBloc Claim

Best CRM for Health & Life Insurance

Why SoftwareWorld Chooses AgencyBloc:

“SoftwareWorld likely chose AgencyBloc based on positive online user reviews highlighting its user-friendly interface, robust CRM capabilities tailored for insurance agencies, and efficient client management features. Users often praise its seamless integration with existing systems, excellent customer support, and comprehensive reporting tools that enhance productivity and streamline operations, making it a preferred choice for insurance professionals.”

Highly Recommended

AgencyBloc Overview

AgencyBloc is a specialized software tailored for insurance agencies, offering a suite of features to enhance agency management and operations. Its core strength lies in client and policy management, allowing agencies to easily organize and access client data and policy details. The software integrates powerful automation tools, streamlining processes like email campaigns and workflow management, thereby saving time and increasing efficiency. AgencyBloc also includes robust commission processing capabilities, simplifying the tracking and management of commissions. Its analytics and reporting tools provide valuable insights, aiding in strategic decision-making. The software's user-friendly interface ensures ease of use, making it accessible to users of all skill levels. AgencyBloc is a comprehensive solution that optimizes insurance agency operations and client engagement.

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Contact Details

  • Vendor Name AgencyBloc
  • Founded 2005
  • Location United States
  • Employees 101-500

Support

  • Email Email
  • Phone Phone
  • Chat Chat
  • Knowledge Base Knowledge Base

Training

  • Webinar Webinar
  • Documentation Documentation

Licensing & Deployment

  • Proprietary Proprietary
  • Cloud Hosted Cloud Hosted
  • Web-Based Web-Based

Typical Customers

  • Self-Employed Self-Employed
  • Small-Business Small-Business
  • Midsize-Business Midsize-Business
  • Large-Enterprise-Business Large-Enterprise-Business

Languages Supported

English


Industries

Information Services, Information Technology & Services

AgencyBloc Features

  • Arrow Icon Customizable Templates
  • Arrow Icon Sales Trend Analysis
  • Arrow Icon Calendar Management
  • Arrow Icon Lead Capture
  • Arrow Icon Workflow Management
  • Arrow Icon Interaction Tracking
  • Arrow Icon Opportunity Management
  • Arrow Icon Performance Metrics
  • Arrow Icon Email Management
  • Arrow Icon Pipeline Management
  • Arrow Icon Calendar Sync
  • Arrow Icon Email Marketing
  • Arrow Icon Task Management
  • Arrow Icon Forecasting
  • Arrow Icon Campaign Management
  • Arrow Icon Contact Management
  • Arrow Icon Document Storage
  • Arrow Icon Social Media Integration
  • Arrow Icon Collaboration Tools
  • Arrow Icon Sales Reports
  • Arrow Icon Web-based Deployment
  • Arrow Icon Lead Management
  • Arrow Icon Internal Chat Integration
  • Arrow Icon Lead Generation
  • Arrow Icon Lead Qualification
  • Arrow Icon Marketing Automation
  • Arrow Icon Quotes/Estimates
  • Arrow Icon Referral Tracking
  • Arrow Icon Reporting/Analytics
  • Arrow Icon Territory Management
  • Arrow Icon Deal Management
  • Arrow Icon Lead Nurturing
  • Arrow Icon Role-Based Permissions
  • Arrow Icon Client Portal
  • Arrow Icon Pricing Management
  • Arrow Icon CRM
  • Arrow Icon Electronic Signature
  • Arrow Icon Contract/License Management
  • Arrow Icon Discount Management
  • Arrow Icon Document Management
  • Arrow Icon Cataloging/Categorization
  • Arrow Icon Reminders
  • Arrow Icon Customizable Branding
  • Arrow Icon Third-Party Integrations
  • Arrow Icon Proposal Generation
  • Arrow Icon Electronic Payments
  • Arrow Icon Contact Management
  • Arrow Icon Activity Dashboard
  • Arrow Icon Billing & Invoicing
  • Arrow Icon Drag & Drop
  • Arrow Icon Automated Quoting
  • Arrow Icon Estimating

AgencyBloc Pricing

Pricing Type

  • Pricing Type Contact Vendor

Preferred Currency

  • USD ($) USD ($)

Free Trial

  • NA

Free Version

  • NA

Payment Frequency

  • NA

AgencyBloc FAQs

AgencyBloc is a specialized software tailored for insurance agencies, offering a suite of features to enhance agency management and operations. Its core strength lies in client and policy management, allowing agencies to easily organize and access client data and policy details. The software integrates powerful automation tools, streamlining processes like email campaigns and workflow management, thereby saving time and increasing efficiency. AgencyBloc also includes robust commission processing capabilities, simplifying the tracking and management of commissions. Its analytics and reporting tools provide valuable insights, aiding in strategic decision-making. The software's user-friendly interface ensures ease of use, making it accessible to users of all skill levels. AgencyBloc is a comprehensive solution that optimizes insurance agency operations and client engagement.

  • No, AgencyBloc does not offer a free version.

  • No, AgencyBloc does not offer any free trial.

  • No, Credit Card details are not required for the AgencyBloc trial.

  • No, AgencyBloc does not offer an API.

  • AgencyBloc offers support with the following options:
    • Email , Phone , Chat , Knowledge Base

  • AgencyBloc offers training with the following options:
    • Webinar , Documentation

  • AgencyBloc supports the following languages:
    • English

  • Following are the typical users of the AgencyBloc:
    • Self-Employed , Small-Business , Midsize-Business , Large-Enterprise-Business

  • AgencyBloc supports the following deployment:
    • Cloud Hosted

  • AgencyBloc supports the following devices and operating systems:
    • Web-Based