Agency Management System
CRM, Commissions Processing, and Marketing Automation designed specifically for life and health agencies.
Insurance agency software that allows you to:
- Organize your agency
- Manage your book-of-business
- Uncover missed commissions
- Improve lead management
- Automate email campaigns
- …and more!
Monitor ongoing activities to get a pulse on what’s happening at your agency. Quickly search, edit, and manage groups, clients, prospects, agents, and carriers. With all of your data in one location our industry specific reports make it easy to get an in-depth look at your book-of-business and the metrics you need to run your agency.
Import carrier commission statements and the data automatically syncs up with the correct policies, agents, and pay-out rates to create accurate and easy to read PDF agent statements. Uncover missed carrier commissions and analyze your agencies commissions production with commission reports specific to your agency.
Build a web form in AgencyBloc to look however you’d like and then post it wherever you have an online presence. Instantly assign new leads to agents and create notifications for them. Once new leads are in AgencyBloc you can then use our Email Campaigns feature to nurture them along the sales cycle. Engage, inform, and delight your prospects and clients by sending relevant emails to relevant audiences at relevant times.
Marketing Operations Specialist