AgencyBloc's Platform Explore AgencyBloc's full Plus Suite of insurance-specific solutions
Sales & Servicing Tools Attract, nurture, convert, and retain insurance clients in one location
Back-Office Agency Tools Organize, manage, and create efficiencies throughout your agency
The AgencyBloc Experience
One reason we're the #1 Recommended Insurance Industry Growth Platform serving the health, benefits, and senior insurance space is the experience our clients have from that first contact to ongoing support.
Our mission is to provide powerful solutions that make the convoluted straightforward. We believe that to fulfill our mission, we need to solve problems for our customers by giving them the right tools, educating them, and supporting them along the way. We want to help transform the organizations that use our Plus Suite of industry-specific solutions: AMS+, Commissions+, and Quote+.
Learn more about the AgencyBloc experience below!
Data migration can feel daunting, but our Data Team is here to help. We’ve migrated thousands of clients from 20+ different software platforms.
When you become a Member of The Bloc, we’re here to support you. We provide three types of data migration:
If you choose a manual migration or want to import your data, we have training videos and technical articles to support you.
If you choose a custom data migration, an AgencyBloc Data Specialist will be assigned to your agency to assist. We'll ensure your data is in the correct format for import so that the migration goes smoothly and you can focus on learning.
What you can expect:
Nathan A. Hutchison Insurance Services
"We moved to AgencyBloc from another platform, and the transition was painless. I can't say there is anything I don't like. We have better client organization, tracking, in-office communication, and processing which has increased productivity greatly. It's super user-friendly and a great platform to keep business organized."
We are energized by your success and are dedicated to helping you learn. Our Client Services Team will help guide your learning and ensure you have the tools you need for success.
As a Member of The Bloc, you’ll partner with one of our knowledgeable Client Success Managers as well as have access to our extensive educational resource library that includes live and self-guided training opportunities.
Tiffany S. Health Insurance Associates
"I've been using AgencyBloc for 5 years. At first, I was very worried about the transition and learning the software, but AgencyBloc's staff is helpful, patient, and nice. Now, I wonder how I ever lived (and did my job as the one who pays the agents!) without it."
Our Support Team is available via phone, email, or live chat to support you and answer your team’s questions.
Real people are here to answer your phone calls, emails, and live chats. No matter how long you've been with us, we take pride in providing ongoing support.
Michelle M. Medicare Advisers of the Triad, Inc.
"I love AgencyBloc!! It's a great system, but even greater than that is the staff that supports it. I thought for sure that, sooner or later, the support that I am accustomed to would come to an end, but I have since decided that this is just AgencyBloc's culture."
Use AgencyBloc’s Academy and Knowledge Base to self-guide your learning and stay up-to-date with the latest product releases.
We value education and want to provide you with the information you need to succeed. Take advantage of our Academy and Knowledge Base to access our vast library of learning opportunities.
Plus, we host regular webinars, workshops, and bootcamps and send a monthly newsletter with AgencyBloc updates and best practices.
Alicia B. Action Benefits
"I appreciate having a wide variety of knowledge offered in ways that I can choose based on my specific needs and the time I have to dedicate to learning more about AgencyBloc. I personally like how the courses are organized and how each of the topics is broken up into smaller lessons."
See All Testimonials
"Our transition to AgencyBloc was extremely smooth and their support along the way was invaluable. We feel like we finally have a database from the 21st century!"
"AgencyBloc is amazing, simple to use, user friendly, and has impeccable staff. They are always looking for new ways to improve and truly listen to their clients. They are a one-stop-shop for all things CRM and insurance management! Must try!!"