Streamline your insurance agency with AgencyBloc.
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AgencyBloc offers custom pricing plan
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Showing 11-20 out of 25
HL
Heidi L
09/12/22
"Support is very good and it is user friendly"
What do you like best about AgencyBloc AMS+? The information that can be saved in the CRM for my industry What do you dislike about AgencyBloc AMS+?
AU
Anonymous User
09/07/22
"Agency Bloc for Efficiency in Communications"
What do you like best about AgencyBloc AMS+? Agency Bloc has enabled us to maintain a quality & up to date database designed for growth. We particularly like the auto emails we send for birthdays.
GE
George E D
07/20/22
"Agencybloc - A Life & Health Agency Platform for Agents not in P&C"
What do you like best about AgencyBloc AMS+? I came from an all lines background and had The Agency Manager since 1983, The in 2002, I entered just the Life & Health Insurance arena, and did not need everything the Cadillac program offered or the cost. I looked at several Agency Management Systems and selected Agencybloc. 1) The Price, 2) It was tailored to my occupation without P&C, 3) It was easy to use and kept all my info as needed in regards to my clients and their policies. A super ...
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AU
Anonymous User
04/15/22
"The next step to grow your company is AgencyBloc"
What do you like best about AgencyBloc AMS+? I love that we can reach out to AgencyBloc at any time and receive help. Or if we need more help, we can schedule a one on one meeting with our team at AgencyBloc
JY
Jennie Y
02/14/22
"Intuitive CRM with Customization for a Busy Agent & Growing Agency"
What do you like best about AgencyBloc AMS+? AgencyBloc is an out-of-the-box solution for life and health insurance agents. The templates AgencyBloc provides are intuitive, allowing for easy navigation and efficiency when on the phone with clients; this allows agents to update files immediately, saving time and allowing for follow-up by other agents if necessary. AgencyBloc templates are also customizable, allowing users to add fields for specific product types, sales priorities or needs. ...
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AU
Anonymous User
02/10/22
"Well-Rounded Insurance CRM"
What do you like best about AgencyBloc AMS+? AgencyBloc has everything we were looking for in a CRM. Our agency is multiplying and needs something to keep up with our needs. From the tracking of commissions to saving notes on prospective and current clients, AgencyBloc's CRM has it all. When you are onboarding Agency Bloc walks you through the process until you are entirely comfortable and provides ongoing help once you are seasoned. Our agency couldn't be more pleased with our decision to ...
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RM
Ronnie M
12/21/21
"It’s a decent system, but there are much better ones out there."
What do you like best about AgencyBloc AMS+? It worked well, but everything had to manually entered and you had to remember to put that in the system. Tracking commissions was relatively easy as long as they came in excel.
ST
Sara T
12/14/21
"The Best Customer Service!"
What do you like best about AgencyBloc AMS+? I love that when I send a question, I receive a response, sometimes the same day, but definitely by the following day. Also, still being somewhat new to AgencyBloc and trying to figure out some of the functions, I'm sure my questions are a little out there and don't make much sense, but the Specialists have a way of interpreting my questions and reply with excellent answers!
AU
Anonymous User
10/21/21
"Insurance agent using AgencyBloc"
What do you like best about AgencyBloc AMS+? I like being able to run reports based on birth date, active client or prospect, and turning 65. The reports are great for mailings and calling to remind clients of upcoming events.
AU
Anonymous User
10/05/21
"Review of AgencyBloc with Updates"
What do you like best about AgencyBloc AMS+? Agent month-end statements are much easier to process and balance each month. What do you dislike about AgencyBloc AMS+?
