Efficiently and securely store your agency’s book of business.

Your insurance agency houses a lot of important, sensitive data, so it’s crucial to have a database management system that secures that information.

When you partner with AgencyBloc, our experts first identify the best course of action to migrate your data into our industry-specific management platform. From there, AgencyBloc’s powerful security measures and partnership with a leading cloud storage solution help keep your data safe, so you can focus on what’s really important: your business. 

AgencyBloc takes database management seriously. We are continuously upgrading and improving security measures and encryption capabilities. To learn more about the transition to AgencyBloc, check out The AgencyBloc Experience.

AgencyBloc is HIPAA compliant

Secure, Reliable, & Easily Accessible Industry-Specific Solutions

With AgencyBloc, your team can securely access our cloud-based solutions anywhere. Rest assured your data is secure — we are HIPAA compliant and audited regularly for HITRUST / SOC 2 Type II (industry-leading security standards). 

Cloud storage in AgencyBloc

Secure Cloud Data Encryption 

Data encryption is the process of securing your data, whether it’s in transit or at rest. All data and attachments in our industry-specific agency management system (AMS) are written to multiple locations instantly, backed up numerous times throughout the day, and stored in multiple physical locations — even our backup location has a backup.

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Data Security & SOC 2 Type II Report

AgencyBloc has successfully completed its System and Organization Controls 2 (SOC 2) audit and received its SOC 2 Type II report, demonstrating AgencyBloc’s priority of keeping its clients’ data confidential and secure.

System and Organization Control is a long-term audit, conducted by independent auditors, that studies a company’s data processing systems to determine whether adequate security measures and controls are in place. The SOC 2 Type II report verifies that internal controls and processes meet or exceed the security requirements. 

See more data security specifics on our Security page.

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"AgencyBloc's level of security gives us peace of mind that our data and our clients' data is heavily protected, while still allowing our employees to easily access it on the go to best serve our clients."

Renee D. | Varney & Company Benefits Advisors

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Have Questions?

FAQs About Data Management & Security

Data Management & Security FAQs

  • Data silos are dangerous for a business, especially if they are left unchecked. They occur when data is not synced effectively across systems, departments, or teams. If only certain groups can access data, it will cost money, block collaboration, and create inefficiencies. Learn more about data silos and how to fix them here.

  • AgencyBloc has two main ways of migrating data into our solutions, like AMS+. The data is either downloaded into a large file and then imported or facilitated through a custom migration. Our team of experts will work with you to figure out which option is best for your organization’s data. Once the path is chosen, our team will work to safely and efficiently transfer your data. Learn more about the data migration process here.

  • AgencyBloc takes data security seriously. Our solutions feature secure cloud data encryption, follow strict data maintenance policies, use bank-level encryption, and are backed up continuously. Rest assured your data is secure — we are HIPAA compliant and audited regularly for HITRUST / SOC 2 Type II (industry-leading security standards). Learn more about how AgencyBloc protects your data.

Looking for more? Explore the Plus Suite of industry-specific solutions.

  • AgencyBloc’s Commissions+ solution streamlines commissions processing and management, saves your team serious time, and can help you uncover thousands of dollars in missing compensation.

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  • Quote+, an AgencyBloc solution, is an all-in-one quoting, proposal generating, and enrollment tool for benefits agencies to streamline sales and renewals.

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