Health Insurance Policy Renewal Management Software

"Before AgencyBloc, our office used a separate spreadsheet for every activity. One question from a client could take 5 minutes to answer simply because we had to locate in WHICH spreadsheet the info was hidden. Now, all communications, policy, and follow-up information is in one place. We would be lost without this product!"

"AgencyBloc has been a great solution for my health insurance office. I used to struggle with a generic CRM to make it specific to health insurance. There was always something missing. Now it is a breeze to track clients, policies and conversations. I highly recommend AgencyBloc as your CRM if you sell any health insurance product."

"AgencyBloc is a comprehensive system for an affordable price. It allows us to be well organized and to take care of all of our clients and prospects. We’re able to log all service calls, emails, sales prospects, and send policy renewal reminders. This allows us to provide a strong paper trail if and when we may need to resolve any E&O issues."

"AgencyBloc has helped streamline pretty much everything—our business, our reporting, our policies. It has made our business flow so much better."

"Finally, an agency solution for a health agency!! We have been looking for a product like this for years! Support has been excellent, and for our agency it works perfect."

"Before AgencyBloc, our office used a separate spreadsheet for every activity. One question from a client could take 5 minutes to answer simply because we had to locate in WHICH spreadsheet the info was hidden. Now, all communications, policy, and follow-up information is in one place. We would be lost without this product!"

"Our agency is more efficient, communications are more centralized, and lead distribution is trackable and quantifiable. AgencyBloc has truly automated our entire agency and has become our full-office agency management system. We save 6 hours per week each Annual Election Period on lead distribution and save over 100 hours every renewal period in sending client communications with Automated Workflow."

"AgencyBloc is a comprehensive system for an affordable price. It allows us to be well organized and to take care of all of our clients and prospects. We’re able to log all service calls, emails, sales prospects, and send policy renewal reminders. This allows us to provide a strong paper trail if and when we may need to resolve any E&O issues."

"My experience with AgencyBloc has been amazing! Having all our clients in a database that is shaped specifically for our company's needs is a breath of fresh air compared to other CRMs I have used in the past. Having the commission statements linked to each policy has been very helpful in locating the commissions for filling out our Broker Disclosure Forms for our clients. The customer service is to the highest standard. There is no other CRM I would use in my office."