Agencybloc: Features, Pricing, Reviews & More

With the aid of an industry-specific CRM, commission processing, and integrated marketing automation, AgencyBloc, an agency management system, assists life and health insurance agencies in expanding their businesses. AgencyBloc was created with the needs of life and health insurance agencies in mind from the start. Read further for more details on Agencybloc integrations, CRM, and pricing.

Agencybloc

The goal of AgencyBloc is to make the complex simple while offering effective answers. We want the organizations that use our technology to change. Also, agencies can now manage their agents, clients, and prospects on an intuitive platform thanks to AgencyBloc. Agencies can further tailor it to meet their needs by using custom fields.

Agencies may manage their daily operations, keep in constant contact via email and workflow tools with clients, prospects, internal agents, and staff, and process commissions all inside one software system using AgencyBloc. Also, AgencyBloc offers complete data visualization using graphs and charts to assist agencies in learning from their data and making better business decisions.

The Commissions Processing feature of AgencyBloc has prevented some agencies from spending tens of hours manually processing commissions and thousands of dollars in lost commissions. Henceforth, anywhere you have an internet connection, AgencyBloc is available on a PC, tablet, or mobile device. Within AgencyBloc, updates happen automatically; fresh downloads or system upgrades are not necessary.

Benefits and Insights of AgencyBloc

Advantages and key differences of Agencybloc:

Error-Free Commissions: With automated processing, you can get rid of mistakes and omissions and find unpaid commissions. Directly import carrier statements into the platform and have it compute the splits for all dues.
Custom Automation: Use tools for task assignment and adjustable workflows to implement automation that is ideal for the business.
A customizable lead form builder connected to the platform’s CRM module will help you get the most out of your lead generation efforts.
Marketing efforts are amplified using automated workflows, wise scheduling, intelligent tracking, and effect analysis to boost engagement on drip and mass emails.
Guided Navigation: The platform’s templates are simple for clients and staff workers.
Specialized Platform: Increase ROI without spending extra money on additional modules with a platform created especially for health and life insurance.

Features of AgencyBloc

These are the fundamental elements of Agencybloc:

Insurance CRM: This industry-specific CRM software for agencies and agents in the life and health insurance sector will help you manage your company more effectively.
Workflow automation enables you to develop effective, uniform procedures across your organization so you can operate more efficiently rather than more laboriously.
The commission module, which links agents, policies, and commissions, provides a complete view of a policy’s commission structure, each agent’s payout, and other information.
Track your sales initiatives with the sales pipeline. Create a pipeline for each kind of product, keep tabs on your achievements, and enhance your sales procedures.
Reporting and data analysis: Powerful tools for reporting on health and life insurance performance, comprehending patterns, and making future decisions
Data management: Because your insurance firm handles so much sensitive and valuable data, it’s critical to have a database management system that protects that data.
Agent management: To assign tasks and make sure nothing is missed, automate the workflow, and use the activity dashboard for multi-agent conversations.
Cloud storage: It collaborates with a top-tier cloud storage provider that employs a security, dependability, and redundancy architecture that has been tested in the marketplace.
Security: It’s critical for your agency to maintain data security. It takes data security seriously, and we work hard to protect the information of our clients.

Agencybloc Integrations

Below is a list of the software that integrates with AgencyBloc and the integrations that AgencyBloc has. Compare software that integrates with AgencyBloc’s finest integrations as well as its features, ratings, user reviews, and cost. The AgencyBloc integrations planned for 2023 are listed below:

#1. Intulse

The enterprise VoIP provider Intulse offers hosted and cloud VoIP services. For small and large enterprises in the USA, managed VOIP phone systems with speed, flexibility, and more are available. Intulse was established in 2015 to assist small businesses that were constrained by outdated communication technologies that offered little value but were very expensive in finding a better option to suit their needs.

Through VoIP software dashboard Apps, VoIP CRM integration (e.g., Salesforce and HubSpot), softphones, time-based routing, virtual receptionists, personalized greetings, unlimited extensions, and other features, Intulse’s VoIP internet phone and connection solutions are intended to boost productivity. When customers use Intulse as their cloud VoIP provider, they benefit from a powerful, feature-rich system that can be tailored to best suit their company’s needs. To guarantee that each company gets the most out of its system and services, Intulse’s communications specialists closely collaborate to help choose and implement features.

Pricing

Initial cost: $15 per month per user
Information on pricing: The system’s user base determines the price. A greater per-user rate would apply to 1-4 users than, say, 25–50.
Free trial: This is an option.

#2. Zapier

Automate workflows by integrating your apps. Simple automation for folks who are busy Zapier seamlessly transfers information between your web apps, allowing you to concentrate on your most crucial tasks. With a few clicks, connect your web applications so they can exchange data. Use Zaps, procedures that let you transfer data between your apps. Create processes more quickly and do more without writing code. Learn how Zapier makes automation available to all users. Keep using the tools that are effective for you. Zapier links more web apps than anyone else, and we regularly add new features. We integrate with many other programs, including Slack, Quickbooks, Google Sheets, Google Docs, and Facebook Lead Ads. Our editor was designed for DIY automation. Set up Zaps without assistance from developers. Without utilizing additional services, design effective workflows using Zapier’s built-in apps. More than 3 million people use Zapier to handle their time-consuming tasks.

Pricing

Initial cost: $20 per month
Version for free: A version for free is available.
Free trial: This is an option.

#3. Five9

Generally, Five9 has spent more than ten years concentrating solely on cloud contact center software. Five9 has emerged as the go-to option for enterprise contact centers that require a dependable, secure, and scalable solution. Five9 is positioned highest in the ability to execute in the Leaders quadrant of the Gartner Contact Center as a Service Magic Quadrant.

Pricing

Initially costing $100 per month per user,
Pricing information: There are packages for inbound, outbound, and blended dialers.

#4. AgentMethods

All-in-One Website Marketing Platform for Insurance Agents by AgentMethods Your brand-new insurance website, attractively created, is available instantly online. Also, Stunning websites that sell insurance. To improve referrals, get new insurance leads, or cross-sell items to your current clients, use AgentMethods insurance email campaigns. With our platform, agents can quickly design insurance email campaigns. Choose from one of our expertly created campaigns that are all equipped with ready-to-use graphics and copy. then plan the delivery of your email.

Pricing

Initial Cost: $149.00 per month, per user

#5. Employee Navigator

To make running a business simpler, insurance brokers, carriers, and HR departments can use Employee Navigator Software. Employee Navigator partners with the top insurance carriers and brokers in the country to offer cutting-edge HR and benefits software to businesses of all sizes. Join the country’s benefits and HR platform that is expanding the quickest today to learn what more than 1,000 brokers and 27,000 businesses of all sizes have already learned. Employee Navigator’s SOC2 (Service Organization Controls) Type II certification demonstrates our dedication to security, integrity, confidentiality, and privacy.

#6. Ease

Through straightforward technology, Ease (previously EaseCentral), one of the agencybloc integrations, enables insurance brokers to provide better service to their SMB clients. By providing employees with a single location to access all of their human resources information, Ease makes it simple to set up and administer benefits, onboard new employees, and stay compliant. More than 70,000 SMBs use Ease now for HR and benefits.

Agencybloc CRM

AgencyBloc is a CRM platform for business management that provides cutting-edge tools to guarantee business development and growth. It aims to automate and simplify all tasks that often demand a significant time commitment and is particularly targeted at agencies working in the life and health insurance markets. Therefore, these include managing contacts (clients, leads, prospects, etc.), keeping track of files and documents, keeping tabs on interactions with agents, clients, and prospects, using email marketing, and reporting.

AgencyBloc is a CRM tool that makes use of cloud capabilities to let you run your company from anywhere, at any time. Also, this intuitive CRM/AgencyBloc management solution makes it simple to manage clients, prospects, and agents. Again, AgencyBloc CRM continuously improves the product in response to customer input. A few of the tools that might assist you in making wiser business decisions include commission processing, email marketing, and real-time dashboard analytics.

Agencybloc Pricing

Pricing for AgencyBloc AMS’s two editions ranges from $75 to $125. AgencyBloc AMS also offers a free trial. View the various Agencybloc pricing editions listed below to determine which edition and features fit your needs and budget.

Agency management system: Monthly fee of $75.00 for 1 user.
Commission module: Monthly rates begin at $125.

The software developer provides pricing information for AgencyBloc AMS, or it is available in pricing documents that are open to the public. To purchase AgencyBloc AMS, the seller must negotiate the final price.

What Is Agency Bloc Used For?

AgencyBloc simplifies managing your life and health insurance company with an industry-specific agency management system. Industry-specific CRM for managing clients, policies, agents, carriers, and more is among the features. Monitoring activity and task distribution.

Who Owns Agencybloc?

AgencyBloc, with its headquarters in Iowa, was created in 2008 by internet and technology experts Adam Lewis, Cory Schmidt, and Marc Reifenrath as a bootstrapped firm in the Midwest’s “Silicon Prairie”.

Who Are the Competitors of Agency Bloc?

Top 10 AgencyBloc AMS competitors for enterprise businesses

Gen4 Agency management
AgencySmart.
AMS360.
Sagitta.
AgentCubed.
BenefitPoint.
Applied Epic.
SmartOffice.
InsuranceSuite from Guidewire
EZLynx

What Is the Annual Revenue of Agencybloc?

The annual revenue of AgencyBloc is $26.3 Million.

When Was Agencybloc Founded?

In 2008, Adam Lewis, Cory Schmidt, and Marc Reifenrath, three 17-year internet and technology professionals, founded and created AgencyBloc as a bootstrapped firm in the Midwest’s “Silicon Prairie”.

Where Is Agencybloc located?

The US city of Cedar Falls, Iowa, is where AgencyBloc is situated.

Agencybloc: Features, Pricing, Reviews & More

Table of Contents Hide