Agency management system ideal for small Employee Benefits agencies
- It is very easy to use system. Tabs are clearly defined.
- With the Outlook Plug-in we are able to store emails for a particular activity. This is a very important feature.
Cons
- Outlook Plug-in. currently it is a two step process. Ideally, drag and move emails to each activity or client would be a real time saver.
- Automated workflod
- Outlook Plug-in
- Most Agency Management systems are expensive. AgencyBloc is really affordable.