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: 13-50 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.
Steve P. Especialidad: Seguros Número de empleados: 2-10 empleados
AgencyBloc is the single best all-in-one insurance platform out there - and I've used just about all of them as the IT Director for Custom Health Plans. Absolutely any part of the system can be found from a top level search, and the lead system especially has unparalleled versatility for customization. It's even possible to post directly into the CRM, and combined with the autoresponder capability, you can have an instant-deploy message go out the moment a lead comes in. It also has a very Google Calendar-esque notification function built in, so you'll never miss a lead having a birthday or with a policy running out. Last but not least, the staff are super responsive, and listen to agents' requests for new features or tweaks to existing ones. Gary Marr especially on their technical team has been a non-stop asset to our overall online endeavors, and is a true gem within AgencyBloc - having an awesome system is great, but having an awesome system with technicians who care is absolutely stellar.
Biggest pros are the ease of customization and searchability, and the simplicity of use on any device. The entire CRM is mobile friendly, so even on the go, the whole system is at your fingertips.
The only real con other than a relatively hefty learning curve (which is expected with this many features) is the lack of a built in rate engine - obviously not a huge deal with so many out there, and if nothing else, it's likely something planned in the future. Regardless, it's easy enough to write a cross-post into a quoting engine AND AgencyBloc without disrupting either one.
Just make sure you've got time to really dig in and learn the back end dashboard - it can be a little overwhelming at first, but the staff is super at ensuring you understand the tools they provide, and there are VERY extensive tutorials in their knowledge base.
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.
Ronnie M. Especialidad: Seguros Número de empleados: 13-50 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.
Mindy D. Especialidad: Seguros Número de empleados: 13-50 empleados
Being web based, it is easy for our company with several remote offices to all use the same data base. It also makes it easy to access information off site as our agents meet with people outside the office on occasion.
It's fairly strait-forward to use. The way everything is labeled, after a small amount of training we are able to keep multiple users consistent with data entry. This enables more accurate reporting, which in turn helps with other aspects of running our company such as marketing.
Duplication of information - Policy detail and coverages share several of the same data points.
I question a bit of the accuracy of reports. Recently I pulled up all active clients and updated missing information. Shortly after that a coworker was pulling up several accounts that had missing information. I have also had a couple of coworkers tell me some attached information had disappeared. This has not happened to me, so I have not been able to determine if it was operator error or the program.