Select Page

— AgencyBloc CRM —

Discover What AgencyBloc CRM Has To Offer: A Guide

Dive deep into AgencyBloc CRM and discover if it’s the perfect fit for your business.

keeping track of interactions, nurturing leads, and providing top-notch service can quickly become overwhelming. That’s where AddressTwo CRM steps in. This easy-to-use CRM solution provides a centralized hub to make customer relationship management simple, empower your team, and ultimately foster customer loyalty.

Select below and find the best fit for your sales team’s SUCCESS.


About AgencyBloc CRM

Who Uses it



Pros & Cons



What Is AgencyBloc CRM?

In today’s fast-paced insurance sales environment, staying organized and efficient is essential. While spreadsheets and other old-school systems might have done the trick in the past, it’s clear that a solid and specialized Customer Relationship Management (CRM) solution is what’s needed now. AgencyBloc CRM is a platform designed with health and life insurance agencies in mind.

AgencyBloc CRM is a software program designed specifically for the needs of health and life insurance agencies. It functions as a Customer Relationship Management (CRM) tool, but with features that cater to the intricacies of the insurance industry.


Who Uses AgencyBloc CRM?

This CRM works with a bunch of different types of insurance agencies, including:

  • General Agencies (GAs)
  • Managing General Agencies (MGAs)
  • Independent Marketing Organizations (IMOs)/Field Marketing Organizations (FMOs)
  • Call centers

AgencyBloc is a one-stop shop for all your insurance industry needs.



AgencyBloc CRM’s pricing structure isn’t entirely transparent upfront. Their website ( doesn’t advertise specific costs. Here’s what we know:

  • Tiered System: AgencyBloc likely uses a tiered pricing model based on two factors: the number of users needing access and the specific features your agency requires.
  • Contact for Quote: To get an accurate quote, you’ll need to contact their sales team directly. This allows them to tailor a plan to your agency’s size and needs.

Some review sites suggest a starting price around $105 per month, but it’s best to confirm this with AgencyBloc for the most up-to-date information.

Key Features


AgencyBloc has a feature set that’s perfect for insurance sales. Here are some of the main things you’ll love about it:

Insurance-centric CRM: AgencyBloc does more than just manage contacts. It lets you capture and store all the details you need about your clients, including their policies, medical history (if they have one), and who they want to benefit from their policies. This means you don’t have to juggle multiple systems and you can keep all your client data in one place.

Comprehensive Policy Management: It’s easy to track policies within AgencyBloc. From the start of the process, when you’re getting quotes, to renewals and cancellations, the platform makes it easy to manage policies. You’ll save time and avoid mistakes.

Automated workflows: AgencyBloc can help you cut down on all those manual tasks.

Commission Processing: AgencyBloc makes it easy to calculate and pay commissions. You can create detailed commission reports and make sure your agents get the right pay.

Reporting and Analytics: Get a clear picture of how your agency is doing with AgencyBloc’s helpful reporting tools. You can generate reports on sales figures, agent productivity, and client retention to make data-driven decisions for future growth.


        Implementation and Support


        AgencyBloc makes it easy for you to get up and running quickly with a streamlined implementation process. They’ve got a great support team who can help with data migration, training your staff, and any ongoing troubleshooting you might need.

        Pros & Cons


        • Industry-Specific Features: AgencyBloc caters specifically to the needs of insurance agencies, offering functionalities not typically found in generic CRMs.
        • Automation Capabilities: Free up your team’s time and minimize errors with automated workflows.
        • Commissions Processing: Streamline commission calculations and payouts for accurate compensation management.
        • Reporting and Analytics: Gain valuable insights into your agency’s performance with comprehensive reporting tools.


        • Limited Pricing Transparency: Pricing details are not readily available on the website, requiring you to contact sales for a quote.
        • Potential Learning Curve: While the platform is designed for ease of use, some users might encounter an initial learning curve.

              Alternatives to consider

              Several CRM alternatives cater to the insurance industry, including:

              These alternatives offer varying features and functionalities. Evaluating your specific needs and budget will help you determine the most suitable solution.


              AgencyBloc integrates with various third-party applications to enhance its functionality. These integrations can include:

              • Email Marketing Platforms
              • Electronic Signature Solutions
              • Accounting Software

              By using these integrations, you can create a more unified workflow within your agency.


                AgencyBloc gets mostly good reviews from users. Many users are 100% pleased with its industry-specific features, automation capabilities, and improved efficiency. Some users say there’s a bit of a learning curve and that pricing info would be handy.

                AgencyBloc CRM is a great option for insurance agencies looking for a comprehensive and industry-specific platform.


                Ericson Da Silva.

                Ericson has been Working on with CRM and Marketing Automation since 2013 with clients all over the US, UK, Switzerland, Norway, China and Spain. If you have any questions or you want someone to help you implement your CRM solution, you can book a FREE consultation here.