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
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.