Home > Softwares > Accounting and Finance Software > Insurance Policy Software > AgencyBloc

AgencyBloc

Name: AgencyBloc
Rating: 4.5 (2 reviews)

By AgencyBloc, Inc

1151 Interested

Highlights : About AgencyBloc

Activity Tracking

Business Analysis Tools

Commission Management

Data Backup

Customized Fields

Drip Email Marketing

Easy-to-Use Dashboard

Email Tracking

Event Automated Messaging

Industry-specific CRM

Lead Form Builder

Procedure Management

Real Time Analytics and Updates

Sales Monitoring

Two-Factor Authentication

Work-flow and Task Automation

About AgencyBloc

AgencyBloc is an agency management system intended for health and life insurance agencies. It has comprehensive tools for customer relationship management (CRM), processing of commissions, effective marketing, real-time dashboard analytics and more all integrated into one system. This means that your agency can be managed more conveniently using just one software, which is flexible enough to scale as your organization expands. AgencyBloc aims to lessen the time spent by insurance agents doing tedious manual tasks. By having a system that can help keep an agency organized, improve lead management, manage your books of business, uncover missed commissions, and automate email campaigns, agents can be more productive.

Specifications

Business Size

Mid-Market

Deployments

Cloud

Language Support

English

Platforms

Product Details

Benefits

Industry-specific CRM features

AgencyBloc’s industry-specific CRM features allow insurance agents to manage, access, and report on data of every existing and prospective client in real time. Gathered information can then be used to formulate smart business strategies.

Commissions process more accurately and conveniently

Commissions can be processed more accurately and conveniently as one can simply import carrier statements. Agents can be sure that they get paid accordingly, project the amount they are expecting to receive, and track missing commissions.

Users can reduce tedious manual tasks

Users can reduce tedious manual tasks and focus on more important work with the help of AgencyBloc’s customized business automation tools. Workflow and marketing automation helps with tasks such as monitoring agents, sending follow-up emails, and setting up specific campaigns.

Improve relationships with clients and prospects

Agencies can improve relationships with clients and prospects with the help of AgencyBloc’s advanced customer-specific features. A simple and intuitive lead form builder captures leads on your website and funnels them directly into the software so that agents can act on them immediately. Leads can be tracked from the time they were first contacted, along with all important details about them. This way, agents can be more productive by specifying their best leads and sources.

100% cloud-based

Since AgencyBloc is 100% cloud-based, agents can easily retrieve materials anytime and anywhere they need to. All the tools are also available in an easy-to-navigate dashboard that lets users get the most out of the software.