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AgencyBloc
AgencyBloc is a comprehensive agency management system (AMS) designed specifically for health and life insurance agencies.
Our verdict
Who it's for
All-in-one agency management system for health and life insurance professionals.
Who should look elsewhere
No free trial or free tier explicitly mentioned.
Pros
- +Specifically designed for health and life insurance agencies, not a generic CRM.
- +Consolidates multiple functions (CRM, marketing, quoting, commissions) into one platform.
- +Automates repetitive tasks, saving time and reducing errors.
- +Helps uncover missing commission revenue.
- +Provides tools for compliance and client retention.
Cons
- −No free trial or free tier explicitly mentioned.
- −Pricing details are not publicly available, requiring a demo or contact for information.
- −Primarily focused on health and life insurance, which might not be suitable for other insurance types.
Key features
- ✓Client and Policy Management (CRM)
- ✓Marketing Automation with pre-built content
- ✓Quoting and Enrollment tools
- ✓Commissions Processing and Reconciliation
- ✓Compliance Tracking
- ✓Task and Activity Tracking
- ✓Automated Workflows (Lead Nurturing, Client Retention)
- ✓Insurance Phone Dialer / VoIP integration
Pricing
| Plan | Price | Billing | Notes |
|---|---|---|---|
| Basic | — | month | Customer & Policy Management; Customer file & document management; Prospect & Client Management / Communication |
| Premium | — | month | Customer & Policy Management; Health, senior, & benefits-specific CRM; Automated servicing workflows |