AgencyBloc

AgencyBloc is the #1 Recommended Insurance Industry Growth Platform serving the health, benefits, and senior insurance space. Our suite of insurance-specific solutions can help your independent insurance agency, GA, IMO/FMO, or call center remain compliant and accelerate growth.

• Insurance-specific CRM to streamline customer service
• Comprehensive policy management
• Built-in retention-focused workflow automation
• Integrated insurance VoIP and click-to-call
• Customizable electronic compliance management
• Streamlined commissions processing with customizable payout structures
• Missed or inaccurate commission payment identification
• Agent statement generator
• In-depth reporting and data analysis
• Automated lead routing & lead assignment
• Medically underwritten, community rated, and ancillary product quoting
• Employer and employee data tracking
• Medical health questionnaire tools
• Customizable employer-ready benefit proposals