AgencyBloc is an agency management software for life and health insurance agencies looking for a more effective way to increase company's profitability, enhancing customer satisfaction and controlling costs in today's competitive market.
The solution provides cloud-based agency management system that helps users stay organized and efficient. The solution tracks policies, manages agents and their commissions, and offers reporting tool to analyze business performance. It also offers document management feature giving agents and other staff a single centralized location to store critical documents and electronic scans.
The software dashboard lets users see ongoing activities at a glance, including both individual tasks and company-wide announcements. The software offers many features for agents dealing with health and life insurance, including policy management and carrier tracking. Agents can attach notes or documents to individual accounts for quick retrieval.
AgencyBloc gives users a 360-degree view of each account, from contacts to policies, ongoing interactions, and documents that can be accessed from anywhere with an internet connection. The software can be scaled to meet the needs of agencies with a low monthly pricing model based on the number of users.
Nicole T. Especialidad: Seguros Número de empleados: 11-50 empleados
Implementing this in 2011 was a huge undertaking with our separate databases for information and commissions, and our old program did not necessarily play the nicest, but since we've been using it over 8 years now, it is so worth the switch. They have implemented new, useful tools for agencies going to this program since we switched, and it seems like they are always working on new things to make it better. I like being consulted when they are thinking about new items to roll out and how that would affect what we do, or if it is even worth it. Our reps are great and they are always a quick response away from a question or concern.
I like the web-based platform so we can access it anywhere. Prior to this, we were tethered to a server database. I also like that it is integrated between the database and commissions, as our prior commissions and information databases were not the same.
Many of my issues with things were learning to use it after we were used to our old database. I know there are some things we don't need or use that I wish you could turn on/off, but that is a VERY minor complaint.
Kathy T. Especialidad: Servicios financieros Número de empleados: 11-50 empleados
We use it to consolidate our fixed insurance commission reports and pay the advisors. This keeps track of sales, trails and even other expenses that we can manually enter. It has solved a lot of issues in trying to provide statements from our office vs. using Excel and having to keep track of everything we need to add and remember to look up (i.e., older insurance trails, etc.). We revised our workflows to make sure the data is entered accurately up front, and then it's smooth sailing.
The ease of consolidating and reporting information. We replaced our spreadsheets with this and then discovered a lot of additional features that we've gradually started to use as well. This is a great piece of software that's worth every penny... We are small, but the Advisors love the reports compared to what we provided before. And we are no longer spending hours tracking and reporting information for them.
I can't think of anything really. It does a great job at what it's supposed to do. Really it does.
Todd R. Especialidad: Seguros Número de empleados: 2-10 empleados
Finding a product that fit so many aspects of what I was looking for was amazing. When I was searching I found several but they were all missing certain features. This was the most comprehensive program I found and I have been very pleased with it.
This is a great product for client base and the staff is very helpful and friendly. Many basic features are easy to use and efficient. MANY MANY features to fit different needs of how people may manage their own business. Payroll tracking is amazing and ties right to data tracking all in one program.
Reports are bit cumbersome to set up. Would like to have more ability to share information at different management levels without giving admin access.
Ronnie M. Especialidad: Seguros Número de empleados: 11-50 empleados
It has been overall a good experience. I think they are a little on the expensive side for what they are. They aren't too much more than a large filing system. We could probably get the same use from Google for a whole lot less.
The system has most of the data that you need frequently available on the first page. It has quick access to policy numbers and contracts if you save it on there.
It is a little obnoxious that it is web based. It takes more than just saving a contract or a guide to a folder. I wish they had a desktop version of this so we could save quickly.
Jamie D. Especialidad: Seguros Número de empleados: 2-10 empleados
Everyone we have worked with has been great! From the sales demo and getting all our questions answered, to the initial set up, to commission training, etc., everyone has been patient with our hundreds of questions.
This software program is outstanding! There are too many features to list however, the one that stands out the most is the commission tracker. Just importing commission statements each month and AgencyBloc automating that part of our job is priceless. Instead of searching through statements or spreadsheets, I can quickly run a report in AgencyBloc and see exactly who we are missing commissions for each month.
As with any software or new program, the least likeable thing is the time it takes to get everything set up and going. Even though this is a "con", I can say since AgencyBloc syncs with another system we use for client data, getting the client and/or carrier information in the system wasn't hard. It just takes some upfront time, as it will with any system.