AgencyBloc Review

AgencyBloc is a business management CRM software that offers advanced tools to ensure business development and growth. It is primarily aimed at agencies operating in the life and health insurance industry with the goal of automating and simplifying all activities that normally require a large investment of time. These include: contact management (clients, leads, prospects, etc.), file and document management, monitoring of activities and communications with agents, clients, and prospects, email marketing, and reporting.

AGENCYBLOC – TUTORIAL

AGENCYBLOC – FEATURES

• Insurance CRM: it is a life and health insurance industry-specific crm software for agencies and agents to help streamline the management of your business.
• Automated workflow: it helps you create efficiencies and consistent processes throughout your agency so you can work smarter, not harder.
• Commission module: it ties agents, policies, and commissions together for a complete view of a policy’s commission structure, each agent’s payout, and more.
• Sales pipeline: track your sales initiatives by the pipeline. Build a pipeline for every product type, track progress and success, and improve your sales processes.
• Reporting & data analysis: robust health and life insurance reporting and data analysis tools help you monitor success, understand trends, and make informed decisions for the future.
• Data management: your insurance agency houses a lot of important, sensitive data, so it’s crucial to have a database management system that secures that information.
• Agent management: streamline multi-agent communications with the activities dashboard and automated workflow to assign tasks and ensure nothing is missed.
• Cloud storage: it partners with a world-class cloud storage service that utilizes industry-proven architecture for security, reliability, and redundancy.
• Security: keeping data secure is crucial for your agency. It takes data security seriously, and we’re continually taking measures to keep our clients’ data safe and secure.