What is AgencyBloc?

Install the mighty help of Agency Bloc in your organization and enjoy streamline functions. This agency management system manages all sorts of agencies like a GA, IMO, MGA, solo life, FMO, and health insurance agency.?

Pricing

AgencyBloc Starting Price

$ 59/Per Month

Awards
AgencyBloc Award

Our Awards and Recognition

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Key Features of AgencyBloc

Here are the powerful features that make AgencyBloc stand out from the competition. Packed with innovative tools and advanced functionalities, this software offers a range of benefits.

  • 1-click installationWorks with GoogleApps
  • A/B Testing
  • Access control
  • Access Controls/Permissions
  • Access Monitoring
  • Account Alerts
  • Account Based Marketing
  • Account Management
  • Accounting
  • Accounting Integration
  • Accounts payable
  • Accounts Receivable
  • Action Item Tracking
  • Actionable Segmentation Enhancements
  • Actionable Telematics
  • Activity Tracking
  • Ad hoc Analysis
  • Ad hoc Query
  • Ad Hoc Reports
  • Advertising Campaigns
  • Advocate Management
  • AI Recommendations
  • Alerts / Escalation
  • Allocation
  • Alumni Management
  • Analytics
  • Analytics/ROI Tracking
  • Annotations
  • Application Management
  • Appointment Management
  • Appointment Reminders
  • Approval Process Control
  • Approval Workflow
  • Archiving
  • Archiving & Retention
  • Assessment Generation
  • Asset Management
  • Assignment Management
  • Assisted Living
  • Attendance management
  • Attendance Tracking
  • Attendee Management
  • Audience Segmentation
  • Audience Targeting
  • Audio Content
  • Auto Dialer
  • Auto-Responders
  • Automated Publishing
  • Automated Quoting
  • Automated Routing
  • Automated Scheduling
  • Automatic Formatting
  • Automatic Player Updates
  • Automatic Re-ordering
  • Automation Templates Enhancements
  • Automotive Calculated Insights
  • Automotive Data Bundle
  • Automotive Loan and Lease Console
  • Background Screening
  • Backorder Management
  • Bank Reconciliation
  • Barcode / Ticket Scanning
  • Barcode Scanning
  • Barcoding / RFID
  • Benchmarking
  • Bill Audit
  • Bill Database
  • Bill Importing
  • Billable & Non-Billable Hours
  • Billing & Invoicing
  • Billing Inquiry Manager
  • Billing Portal
  • Blended Call Center
  • Box Office Management
  • Budgeting & Forecasting
  • Business Card/Badge Scanning
  • Business Process Automation
  • Calendar Management
  • Calendar Sync
  • Call Center Management
  • Call List Management
  • Call Logging
  • Call Management
  • Call Monitoring
  • Call Parking
  • Call Recording
  • Call Reporting
  • Call Scripting
  • Call Sharing
  • Campaign Analysis
  • Campaign Management
  • Campaign Personalization
  • Campaign Segmentation
  • CAN SPAM Compliance
  • Candidate Tracking
  • Canned Responses
  • Capacity Planning
  • Capture Leads from Twitter/Facebooks
  • Case Management
  • Case Notes
  • Catalog Management
  • Cataloging/Categorization
  • Centralized Inbox
  • Channel Management
  • Chapter Management
  • Check-In Manager
  • Claims Management
  • Claims Processing
  • Class Management
  • Clean Energy Program Management
  • Client / Property Matching
  • Client database
  • Client Management
  • Client Portal
  • Client Tracking
  • Client/Property Matching
  • Cloud Computing
  • Cold calling
  • Collaboration
  • Collaborative Writing
  • Collections Management
  • Comment Moderation
  • Commission management
  • Committee Management
  • Communication Management
  • Communication Tracking
  • Community Management
  • Complaint Monitoring
  • Completion Tracking
  • Compliance Tracking
  • Concessions Management
  • Conferences/Conventions
  • Connected Vehicle Visualization
  • Consent Management
  • Contact Database
  • Contact Discovery
  • Contact Import/Export
  • Contact Management
  • Contact Manager
  • Content analytics
  • Content Management
  • Content marketing
  • Content repository
  • Content Scheduling
  • Content Syndication
  • Contextual Targeting
  • Contingency Billing
  • Contract Management
  • Contribution Tracking
  • Conversion Tracking
  • Cost Tracking
  • Create Subtasks
  • CRM
  • CRM & Sales Dashboards
  • CRM & Sales Reports
  • CRM Analytics
  • Customer Advocacy
  • Customer Communications Management
  • Customer DataBase
  • Customer Management
  • Customer Profiles
  • Customer Review Platform
  • Customer Segmentation
  • Customer Service Analytics
  • Customer Support
  • Customer Support Tracking
  • Customer Surveys
  • Customer Targeting
  • Customizable Branding
  • Customizable CTAs
  • Customizable Dashboard
  • Customizable invoices
  • Customizable Templates
  • Customization
  • Dashboard
  • Data Analysis
  • Data Enrichment
  • Data Extraction
  • Data Integration
  • Data Management
  • Data Mapping
  • Data Modeling
  • Data Security
  • Data Source Connectors
  • Data Source Integrations
  • Data Visualization
  • Deal Management
  • Delivery Management
  • Demographic Data
  • Dependency Management
  • Deployment Management
  • Developer API
  • Digital Asset Management
  • Discount Management
  • Discussion Boards
  • Distributed Call Recording
  • Distribution Management
  • Distributor Management
  • Document Assembly
  • Document Indexing
  • Document Management
  • Document Retention
  • Document Storage
  • Donor Management
  • Donor Targeting
  • Drag & Drop
  • Drill Down
  • Drip Campaigns
  • Due date tracking
  • Dues Management
  • Dunning Management
  • Dynamic content
  • E-forms
  • Einstein Copilot
  • eLearning Authoring Tools
  • Election Management
  • Electronic Signature
  • Email Integration
  • Email Marketing
  • Email Marketing / SMS Marketing
  • Email Response Control
  • Email Templates
  • Employee Database
  • Employee Management
  • EMR/EHR
  • Energy Price Analysis
  • Engagement Monitoring
  • Enhanced Local Listings
  • Enterprise Asset Management
  • Enterprise Sales Management Enhancements
  • ERP
  • Escalation Management
  • Estimates & Invoices
  • Event Management
  • Event Triggered Actions
  • Event Triggered Email
  • Event-Based Notifications
  • Expense Management
  • Expense Tracking
  • Experience Management
  • Facility Scheduling
  • Feedback Collection
  • Field Sales Management
  • Field service management
  • File Sharing
  • Financial CRM
  • Financial Engagement
  • Financial Management
  • Financial Reporting
  • Fixed Asset Management
  • Food & Beverage Management
  • Forecasting
  • Form Builder
  • Forms Management
  • Full Text Search
  • Functions / Calculations
  • Fundraising Management
  • Gamification
  • GDPR Compliance
  • General Admission
  • Geo Targeting
  • Gift Card Management
  • Goal Tracking
  • Goals / Quota Management
  • Group Posting
  • Group Scheduling
  • Healthcare CRM
  • Help Desk
  • Home Health Enhancements
  • Hourly billing
  • Household Tracking
  • HR Management
  • Image Editor
  • Image Library
  • Import / Export Management
  • Inbound Call Center
  • Inbound Reporting
  • Incident Management
  • Influence Tracking
  • Initial Assessments
  • Inquiry Management
  • Instant Retrieval
  • Insurance Rating
  • Interaction Tracking
  • Interactive
  • Interactive Voice Response
  • Internal Chat Integration
  • Internal HR
  • Interoperability Enhancements
  • Interview Management
  • Interview Scheduling
  • Inventory Management
  • Invoice
  • Invoice Management
  • Invoice Processing
  • Issue Auditing
  • IT Asset Management
  • IVR / Voice Recognition
  • Job Board Posting
  • Job Scheduling
  • Jobs Board
  • Kanban Board
  • Key Performance Indicators
  • Kiosk Ticketing
  • Kitting
  • Knowledge Base
  • Knowledge Base Management
  • Knowledge Library
  • Knowledge Management
  • KPIs
  • Landing Pages
  • Landing Pages/Web Forms
  • Law Firms
  • Law Practice Management
  • Lead Capture
  • Lead Database Integration
  • Lead Distribution
  • Lead Enrichment
  • Lead Generation
  • Lead Management
  • Lead Notifications
  • Lead Nurturing
  • Lead Scoring
  • Lead Segmentation
  • Legal Case Management
  • Legal CRM
  • Life Sciences
  • List Management
  • Live Chat
  • Load Forecasting
  • Loan Origination
  • Loyalty Program
  • Mailing list management
  • Maintenance Management
  • Maintenance Scheduling
  • Manage Quotations
  • Manage Tasks
  • Manual Dialer
  • Manufacturing CRM
  • Mapping
  • Marketing Analytics
  • Marketing Automation
  • Marketing Automation Integration
  • Marketing Collateral
  • Marketing Management
  • Marketing Reports
  • Mass Email
  • Media Library
  • Medical History Records
  • Meeting Management
  • Member Communities
  • Member Database
  • Member Directory
  • Member Management
  • Member Portal
  • Member types
  • Membership Database
  • Membership Management
  • Membership Renewals
  • MES
  • Meter Tracking
  • Mobile Access
  • Mobile App
  • Mobile Optimized Emails
  • Mobile Payments
  • Mobile Ticketing
  • Mobile Time Tracking
  • Mortgage and Loans
  • Mortgage CRM
  • MRP
  • Multi-Account Management
  • Multi-Campaign
  • Multi-Channel Communication
  • Multi-Country
  • Multi-Currency
  • Multi-Facility
  • Multi-Location
  • Multi-Provider Practice
  • Multi-Screen Support
  • Multi-Site Management
  • Multi-Store Management
  • Multiple Billing Rates
  • Multiple Site Management
  • Network Monitoring
  • Offline Access
  • Offline Form
  • Offline Time Tracking
  • OLAP
  • Omnichannel Communication
  • On-Demand (SaaS)
  • Onboarding
  • Online Booking
  • Online Calendar
  • Online Giving
  • Online invoicing
  • Online Payment Processing
  • Online payments
  • Online Registration
  • Online Reviews
  • Online Store
  • Online Ticketing
  • Onsite Ticketing
  • Opportunity Management
  • Order Entry
  • Order Management
  • Order Tracking
  • Outbound Call Center
  • Outbound Reporting
  • Pageview Tracking
  • Partner Cloud (VAR or Service Provider)
  • Patient Communications
  • Patient Management
  • Payment Processing
  • Payroll Management
  • Performance Management
  • Performance Metrics
  • Personalization
  • Pharma CRM
  • Pharmaceutical and Biotech
  • Phone & Video Calls
  • Physician Management
  • PIA / DPIA
  • Pipeline Management
  • Pledge Management
  • Plug-And-Play Integration
  • Point of Sale (POS)
  • Policy Management
  • Political Advocacy
  • Post Management
  • Post Scheduling
  • Predictive Analytics
  • Predictive Dialer
  • Presales
  • Pricing Management
  • Print-at-Home
  • Private Cloud
  • Private Dashboards
  • Private Equity
  • Proactive Chat
  • Process Mapping
  • Process Modeling & Designing
  • Product Catalog
  • Product configurator
  • Product Database
  • Products & Price Books
  • Profitability Analysis
  • Program Management
  • Progress Tracking
  • Progressive Dialer
  • Project Accounting
  • Project billing
  • Project Management
  • Promotion Transfer
  • Promotions Management
  • Prompt Builder
  • Property Alerts
  • Property Database
  • Proposal Generation
  • Proposal Management
  • Prospecting Tools
  • Public Dashboards
  • Purchase Order Management
  • Purchasing
  • Quality Control
  • Quality Management
  • Queue Management
  • Quote Management
  • Quotes / Proposals
  • Quotes/Estimates
  • Quotes/Proposals
  • Real Time Analytics
  • Real-time Chat
  • Receipt Management
  • Recommendation Engine
  • Recording Bookmarking
  • Recruiting Firms
  • Recruitment Management
  • Recurring Appointments
  • Recurring Billing
  • Recurring Giving
  • Recurring Issues
  • Recurring/Subscription Billing
  • Reference Checking
  • Referral Source Tracking
  • Referral Tracking
  • Reimbursement Management
  • Relationship Tracking
  • Remote Display Management
  • Remote Document Access
  • Report Export
  • Reporting & statistics
  • Reporting/Analytics
  • Reservations Management
  • Resource Management
  • Response Management
  • Restaurant POS
  • Resume Parsing
  • Resume Search
  • Retail POS
  • Returns Management
  • Review Monitoring
  • Reviews Management
  • RFP Management
  • Ringless Voicemail Drop
  • Risk Management
  • Room Block Management
  • Rules-Based Workflow
  • Safety Management
  • Sales
  • Sales Agreement Enhancements
  • Sales Dashboards & Reports
  • Sales Force Automation
  • Sales Forecasting
  • Sales Intelligence
  • Sales Management
  • Sales pipeline management
  • Sales Pipeline Tracking
  • Sales Quotes
  • Sales Reports
  • Sales Tracking
  • Scheduled / Automated Reports
  • Scheduling
  • Scheduling & Appointments
  • Scorecards
  • Screen Sharing
  • Search
  • Search Marketing
  • Search/Filter
  • Season Tickets
  • Segmentation
  • Self Service Portal
  • Sensitive Data Identification
  • Sentiment Analysis
  • SEO Management
  • Service History Tracking
  • Service Level Agreement (SLA) Management
  • Shared Contacts
  • Shipping Management
  • Single Provider Practice
  • Small Group Management
  • Social CRM
  • Social Marketing
  • Social Media Integration
  • Social media management
  • Social Media Metrics
  • Social Media Monitoring
  • Social Media Promotion
  • Solution Management
  • Source Tracking
  • Special Order Management
  • Spend Control
  • Staff Management
  • Strategic Planning
  • Subscriber Management
  • Supplier and Purchase Order Management
  • Supplier Management
  • Supply Chain Management
  • Survey Management
  • Surveys & Feedback
  • Target Account Identification
  • Task Management
  • Tax Calculator
  • Tax Forms
  • Tax Management
  • Team Assignments
  • Team Management
  • TeamChat
  • Telemarketing Management
  • Template Management
  • Templates
  • Territory Management
  • Text Editing
  • Text Editor
  • Text Messaging
  • Third Party Integration
  • Third party integrations
  • Ticket Brokering
  • Ticket/Issue Tracking
  • Ticketing
  • Time & Expense Tracking
  • Time Management
  • Time on Site Tracking
  • Time Planning
  • Time Tracking
  • TMF API Enhancements
  • Traceability
  • Tradesman Job Management
  • Training Management
  • Transaction Dispute Management Enhancements
  • Transportation Dispatch
  • Treatment Plans
  • Trend / Problem Indicators
  • Trend Analysis
  • Trust Accounting
  • User Interaction Tracking
  • Vendor Management
  • Version Control
  • Video Content
  • VIN Lookup
  • VIP & Discount Tickets
  • Visitor Identification
  • Visual Analytics
  • Visual Editor
  • Voice & Data Integration
  • VoIP
  • Volunteer Management
  • Warehouse Management
  • Web Forms
  • Website Management
  • Website Personalization
  • Website Visitor Tracking
  • Widgets
  • Work order management
  • Workflow Automation
  • Workflow Configuration
  • Workflow Management
  • WYSIWYG Email Editor
  • WYSIWYG Rich Text Editing
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  • Access permissions
  • Accessibility
  • Accounting Management
  • Compliance Management
  • Configuration Management
  • Contract management
  • Cost Tracking
  • Data Collection
  • Depreciation Management
  • Distribution Management
  • Employee Management
  • Enterprise Asset Management
  • Expense Tracking
  • HR Management Services
  • Inventory Management
  • Marketing Management
  • Order Management
  • Point of Sale (POS)
  • Procurement Management
  • Project Management
  • Purchase Order
  • Purchasing
  • Reporting
  • Reporting/Analytics
  • Requisition Management
  • Scalability
  • Supplier Management
  • Supply Chain Management
  • Time Tracking
  • Training management
  • Vendor Management
  • Warehouse Management
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  • Application Sharing
  • Applications Management
  • Budget Management
  • Capacity Management
  • Client Management
  • Collaboration
  • Compliance Management
  • Contact Management
  • Dashboard
  • Data warehousing
  • For Investment Advisors
  • For Traders
  • Gantt Charts
  • Investor Accounting
  • Investor Reporting
  • Issue Management
  • Issue Tracking
  • IT / Software Projects
  • Milestone Tracking
  • Multiple Projects
  • Online Activation
  • Order Management
  • P&L Calculation
  • Partnership Accounting
  • Percent-Complete Tracking
  • Performance Analysis
  • Planning Tools
  • Portfolio Accounting
  • Portfolio Analysis
  • Portfolio Management
  • Portfolio Rebalancing
  • Project Comparison
  • Project Planning
  • Project Templates
  • Project Tracking
  • Projections
  • Real Time Comparisons
  • Requirements Management
  • Resource Allocation
  • Resource Management
  • Risk Management
  • Status Tracking
  • Task Management
  • Task Planning
  • Task Scheduling
  • Task Tracking
  • Technical Analysis
  • Time & Expense Tracking
  • Time Tracking by Project
  • Timesheets
  • To-Do List
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  • Adjustor Management
  • Affiliate Management
  • Agency Commission
  • Analytics
  • Billing & Invoicing
  • Broker / Agent Portal
  • Cancellation Tracking
  • Carrier Upload
  • Case Management
  • Churn Management
  • Claim Resolution Tracking
  • Claims Management
  • Claims Tracking
  • Co-Pay & Deductible Tracking
  • Commercial Lines
  • Commission Calculations
  • Commission management
  • Commission Scheduling
  • Commission Tracking
  • Communication Management
  • Comparative Insurance Rating
  • Compliance Management
  • Contact Management
  • Content Syndication
  • Customer Management
  • Customer Portal
  • Document Management
  • Electronic Claims
  • Employee Database
  • Feedback Collection
  • Flat Commissions
  • For Brokers
  • For Casualty Insurance
  • For Employers
  • For Health / Medical Insurance
  • For Life Insurance
  • For Personal Insurance
  • Forms Management
  • Health Insurance Administration
  • HIPAA Compliant
  • Incentive Programs
  • Insurance Rating
  • Life & Health
  • Live Chat
  • Marketing Automation
  • Multi-State
  • Multi-Tiered Commissions
  • Multiple Line Rating
  • Paper-Based Claims
  • Payor Management
  • Percentage Commissions
  • Policy Administration
  • Policy Generation
  • Policy Issuance
  • Policy Management
  • Policy Processing
  • Property & Casualty
  • Quote Management
  • Quotes / Estimates
  • Rating Engine
  • Reinstatement Tracking
  • Reinsurance Administration
  • Renewal Management
  • Risk Assessment
  • Self Service Portal
  • Sliding Scale Commissions
  • Split Commissions
  • Underwriting Management
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  • A/B Testing
  • Activity Tracking
  • Analytics/ROI Tracking
  • Appointment Management
  • Calendar/Reminder System
  • Call Management
  • Campaign Management
  • Channel Management
  • Contact Database
  • Contact History
  • Contact import and export
  • Contact Import/Export
  • Contact Management
  • Contract Management
  • Customer DataBase
  • Customer Pipeline
  • Data Capture and Transfer
  • Data Entry
  • Data Entry Verification
  • Data Extraction
  • Data Verification
  • Design Templates
  • Drip Campaigns
  • Email Marketing
  • Form Builder
  • Group Management
  • Image Editor
  • Interaction Tracking
  • Landing Pages/Web Forms
  • Lead Capture
  • Lead Distribution
  • Lead Enrichment
  • Lead Management
  • Lead Notifications
  • Lead Nurturing
  • Lead Scoring
  • Lead Segmentation
  • Meeting Management
  • Notes Management
  • Opportunity Management
  • Performance Metrics
  • Pipeline Management
  • Project Management
  • Prospecting Tools
  • Referral Tracking
  • Remote Capture
  • Sales pipeline management
  • Search / Filter
  • Search Marketing
  • Search/Filter
  • Segmentation
  • Shared Contacts
  • Social Marketing
  • Social Media Metrics
  • Source Tracking
  • Task Management
  • Team Chat
  • Website Visitor Tracking
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AgencyBloc Screenshots

AgencyBloc Pricing

Here are the pricing plans for AgencyBloc. Choose the plan that best fits your requirements and budget. Get Detailed AgencyBloc pricing as per your requirements.

Agency Management
$ 59
Per Month
  • Life & Health Insurance specific CRM
  • Real-time Agency & Business Analytics
  • Keep track of activities & assign to-dos.
  • Workflow & Task Automation
  • Email Campaigns ($.02 per-email)
  • Integrated Marketing & Lead Forms
  • Generate book-of-business reports
  • Strategic Industry Integrations
  • Top-Notch Customer Service & Support
Pricing
Plus Commissions
$ 158
Per Month
  • Import Commission Statements
  • Assign multiple payees including hierarchies
  • Track by revenue type
  • Agent Statements (online access available)
  • Uncover Missed Commissions
  • Compare Actual vs Expected Commissions
  • Create calendar year projection
  • Generate commission reports
  • Real-time commission analytics
Pricing

AgencyBloc Specifications

Get a closer look at the technical specifications and system requirements for AgencyBloc. Find out if it's compatible with your operating system and other software.

Deployment :
Cloud Based
Subscription Plan :
Monthly
Accessibility :
Mobile Support
Desktop Platforms :
MacOs
Windows
Language Support :
English
Business :
StartUps
SMBs
Enterprises
Available Support :
Email
Phone
Live Support
Training
Company Details :
Company Name : AgencyBloc
Headquarter : Cedar Falls
Website : Visit Website
Full Address : 201 Washington St, Cedar Falls, IA 50613, USA

AgencyBloc Comparisons

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AgencyBloc FAQs

How much does AgencyBloc cost?

The starting price of AgencyBloc is ₹ 4248/Per Month. It has different pricing plans:

  1. Agency Management : ₹ 4248/Per Month
  2. Plus Commissions : ₹ 11376/Per Month

AgencyBloc also provides a free trial to users.

What are the top 5 features for AgencyBloc?

The top 5 features for AgencyBloc are:

  • CRM & Sales Reports
  • CRM Analytics
  • Document Management
  • Email Marketing / SMS Marketing
  • Marketing Analytics

What type of customer support is available from AgencyBloc?

The available support which AgencyBloc provides is:

  • Phone
  • Email
  • Live support
  • Training
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