AgencyBloc
4.7
155
AgencyBloc is a management platform that provides solutions and services for life and health insurance agencies, including sales enablement, quoting, client and policy management, commissions processing, and more. It is the #1 agency recommended platform.
Strengths
-
Customizable workflows
Allows for tailored processes to fit specific agency needs
-
Integrated commission tracking
Simplifies commission management for agents and agencies
-
Automated reporting
Saves time and improves accuracy of reporting
Weaknesses
-
Limited integrations
May not work seamlessly with other software used by the agency
-
Steep learning curve
May take time for users to fully understand and utilize all features
-
Limited mobile app functionality
May not provide all features on mobile devices
Opportunities
- Can be used by agencies in various industries beyond insurance
- Can increase usability and appeal to more agencies
- Can attract more users who prefer to work on-the-go
Threats
- May struggle to gain market share against larger, more established software providers
- Agencies may cut back on software spending during tough economic times
- Breaches or data loss can damage reputation and trust with clients
Ask anything of AgencyBloc with Workflos AI Assistant
http://www.agencybloc.com
Apolo
Squeak squeak, I'm a cute squirrel working for Workflos and selling software.
I have extensive knowledge of our software products and am committed to
providing excellent customer service.
What are the pros and cons of the current application?
How are users evaluating the current application?
How secure is the current application?
Sign up for free
Media
AgencyBloc Plan
AgencyBloc offers three pricing plans starting at $59/month, with increasing features such as commission tracking and custom branding.
Agency Management System
75
1 User Per Month
The #1 Agency Recommended management system for life & health insurance agencies
Life & Health Insurance-specific CRM
Real-time Agency & Business Analytics
Workflow & Task Automation
Sales Management
Integrated Marketing & Lead Forms
Custom Reporting
Strategic Industry Integrations
Top-Notch Customer Service & Support
Commission Module
125
Per Month
AgencyBloc's Commission Module helps insurance agencies decrease time spent processing, easily identify missed commissions, and more...
Import carrier commission statements
Assign multiple payees including hierarchies
Track by revenue type
Generate agent statements (online access available)
Uncover missed commissions
Compare actual vs expected commissions
Create calendar year projection
Generate commission reports
View real-time commission analytics
SSO Free Forever
Manage Google Drive, Mailchimp, Dropbox Business, Microsoft PowerPoint, QuickBooks Desktop Enterprise, Canva, Zoho One, DocuSign, Salesforce Sales Cloud Suite, Adobe Photoshop with SSO
