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Best CRM for Health & Life Insurance

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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.

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

Language Supported

English

Industries

Information Services, Information Technology & Services

AgencyBloc Features

  • Customizable Templates
  • Sales Trend Analysis
  • Calendar Management
  • Lead Capture
  • Workflow Management
  • Interaction Tracking
  • Opportunity Management
  • Performance Metrics
  • Email Management
  • Pipeline Management
  • Calendar Sync
  • Email Marketing
  • Task Management
  • Forecasting
  • Campaign Management
  • Contact Management
  • Document Storage
  • Social Media Integration
  • Collaboration Tools
  • Sales Reports
  • Web-based Deployment
  • Lead Management
  • Internal Chat Integration
  • Lead Generation
  • Lead Qualification
  • Marketing Automation
  • Quotes/Estimates
  • Referral Tracking
  • Reporting/Analytics
  • Territory Management
  • Deal Management
  • Lead Nurturing
  • Role-Based Permissions

AgencyBloc Pricing

Pricing Type

  • Pricing Type Contact Vendor

Preferred Currency

  • USD ($) USD ($)

Free Trial

  • NA

Free Version

  • NA

Payment Frequency

  • NA
Pricing Page  

AgencyBloc FAQ's

  • 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