AgencyBloc

AgencyBloc

CRM/Agency Management System for L&H Insurance Agencies

4.8/5 (90 avis)

AgencyBloc - Présentation

AgencyBloc was built to make insurance agents' lives easier. This easy-to-use CRM/agency management system makes managing clients, prospects, and agents simple. AgencyBloc provides real-time updates to the product based on client feedback. Features include: commissions processing, email marketing and real-time dashboard analytics that help you make smart business decisions.

Prix

À partir de
65,00 $US/mois
Types de licence
version d'essai gratuite
Abonnement
Rapport qualité-prix

Appareils

Type d'entreprise

S
M
L

Disponible dans les pays suivants

Canada, États-Unis

Langues

anglais

AgencyBloc - Avis

Note globale
4.8/5
100% d'avis positifs
69
Excellent
21
Très bien
0
Moyen
0
Médiocre
0
Mauvais
Steve P.
Traduire avec Google Translate

All In One Insurance Solution for Brokers!

Logiciel utilisé tous les jours pendant plus de deux ans
Publié le 19/07/2016
Provenance de l'avis : Capterra

AgencyBloc is the single best all-in-one insurance platform out there - and I've used just about all of them as the IT Director for Custom Health Plans. Absolutely any part of the system can be found from a top level search, and the lead system especially has unparalleled versatility for customization. It's even possible to post directly into the CRM, and combined with the autoresponder capability, you can have an instant-deploy message go out the moment a lead comes in. It also has a very Google Calendar-esque notification function built in, so you'll never miss a lead having a birthday or with a policy running out. Last but not least, the staff are super responsive, and listen to agents' requests for new features or tweaks to existing ones. Gary Marr especially on their technical team has been a non-stop asset to our overall online endeavors, and is a true gem within AgencyBloc - having an awesome system is great, but having an awesome system with technicians who care is absolutely stellar.

Avantages

Biggest pros are the ease of customization and searchability, and the simplicity of use on any device. The entire CRM is mobile friendly, so even on the go, the whole system is at your fingertips.

Inconvénients

The only real con other than a relatively hefty learning curve (which is expected with this many features) is the lack of a built in rate engine - obviously not a huge deal with so many out there, and if nothing else, it's likely something planned in the future. Regardless, it's easy enough to write a cross-post into a quoting engine AND AgencyBloc without disrupting either one.

Note détaillée

Rapport qualité-prix
Simplicité d'utilisation
Support client

Probabilité de recommander le produit

10.0/10
Nicole T.
Traduire avec Google Translate

AgencyBloc at KHI Solutions

Logiciel utilisé tous les jours pendant plus de deux ans
Publié le 31/07/2019
Provenance de l'avis : Capterra

Implementing this in 2011 was a huge undertaking with our separate databases for information and commissions, and our old program did not necessarily play the nicest, but since we've been using it over 8 years now, it is so worth the switch. They have implemented new, useful tools for agencies going to this program since we switched, and it seems like they are always working on new things to make it better. I like being consulted when they are thinking about new items to roll out and how that would affect what we do, or if it is even worth it. Our reps are great and they are always a quick response away from a question or concern.

Avantages

I like the web-based platform so we can access it anywhere. Prior to this, we were tethered to a server database. I also like that it is integrated between the database and commissions, as our prior commissions and information databases were not the same.

Inconvénients

Many of my issues with things were learning to use it after we were used to our old database. I know there are some things we don't need or use that I wish you could turn on/off, but that is a VERY minor complaint.

Note détaillée

Simplicité d'utilisation
Support client

Probabilité de recommander le produit

10.0/10
Cathy B.
Traduire avec Google Translate

Extremely User Friendly & A MAJOR Time Saver!

Logiciel utilisé tous les jours pendant plus d'un an
Publié le 07/09/2017
Provenance de l'avis : Capterra

There are too many to list. But, mainly, the fact that our customers are all in one easy spot, and since we have two office locations, all of us are able to access and utilize the program. I personally have saved many, many hours of my work week, as am now able to simply upload most of our commissions directly into Agency Bloc, and don't have to spend my valuable time simply inputting numbers into Excel.

Avantages

Before we purchased the Agency Bloc software, I was spending a good majority of my time simply inputting commissions. This was all done by one person (me!), and I was simply not able to keep up with this exhaustive process, and take care of our customers and their respective issues to boot. Since utilizing the commission feature on Agency Bloc, I now have the necessary time to help our customers and spend the time with each and every one of them. No more working nights and/or weekends just to keep my head above water. Also, the customer service that Agency Bloc extends is absolutely beyond compare. Our rep never fails to respond to our pleas for help (regardless of how trivial), and gets back to us the same day, and usually within the hour even. THANK YOU so much! I would highly recommend Agency Bloc to any insurance agency that is looking to streamline and organize their customer base. With AB, you can be as detail oriented as you like, and rest assured that they will be there to assist you 100%.

Note détaillée

Rapport qualité-prix
Simplicité d'utilisation
Support client

Probabilité de recommander le produit

10.0/10
Mindy D.
Traduire avec Google Translate

Great for keeping client information all in one place, it is easy to quickly access the data we need

Logiciel utilisé tous les jours pendant plus de deux ans
Publié le 01/05/2018
Provenance de l'avis : Capterra

Being web based, it is easy for our company with several remote offices to all use the same data base. It also makes it easy to access information off site as our agents meet with people outside the office on occasion.

Avantages

It's fairly strait-forward to use. The way everything is labeled, after a small amount of training we are able to keep multiple users consistent with data entry. This enables more accurate reporting, which in turn helps with other aspects of running our company such as marketing.

Inconvénients

Duplication of information - Policy detail and coverages share several of the same data points.
I question a bit of the accuracy of reports. Recently I pulled up all active clients and updated missing information. Shortly after that a coworker was pulling up several accounts that had missing information. I have also had a couple of coworkers tell me some attached information had disappeared. This has not happened to me, so I have not been able to determine if it was operator error or the program.

Note détaillée

Rapport qualité-prix
Simplicité d'utilisation
Support client

Probabilité de recommander le produit

8.0/10
Richard P.
Traduire avec Google Translate

One giant step...

Publié le 24/06/2013
Provenance de l'avis : Capterra

If you are looking for a software system to run an agency that specializes in group life and health and related lines you should take a look at the Agency Bloc product. It is easy to use, fairly inexpensive, and does a great job generating reports and tracking clients. I am very happy I am making the switch.

Avantages

Making the decision to change agency management software is extremely difficult but when you run into substantial limitations on functionality it is time to look at alternatives. After switching to Agency Bloc I immediately found that I could generate reports in seconds that took me much longer to generate on my old system. I found the interface to be much more user friendly and service team was there to solve the few minor glitch moments that came up.

Perhaps the most important "Pro" I have found is off site storage. We all know the importance of backing up data and we all think we have taken this important setp. I thought that as well, but my server crashed last week and some of that data that I thought was being backed up was not backed up. My existing agency management firm charged me for rebuilding a couple of files and it took some time to get it done. The information on Agency Bloc was unaffected because it was not stored on the server. This is a real plus.

Inconvénients

For some reason it seems that the people who design these agency systems get carried away with setting up functions that the average agency just does not use. In some cases the information that I would like to see on one centralized screen requires that you either change screens several times or set up a "custom" page where you can put the info you want to see in one place.

I would like to see more "user defined" fields on the main screens but the ability to set up custome fields on some of the pages works with a little effort.

Note détaillée

Simplicité d'utilisation
Support client

AgencyBloc - Prix

À partir de
65,00 $US/mois
Types de licence
version d'essai gratuite
Abonnement
Rapport qualité-prix

AgencyBloc - Fonctionnalités

  • API
  • Champs personnalisables
  • Suivi des activités
  • Tableau de bord d'activités

  • Audit
  • Données en temps réel
  • Gestion de la conformité
  • Gestion des factures
  • Gestion des flux de travail
  • Gestion des stocks
  • Importation et exportation de données
  • Intégration de tiers
  • Monitoring
  • Notifications automatiques
  • Piste d'audit
  • Rapports en temps réel
  • Rapports et statistiques
  • Rapports personnalisables
  • Stockage de documents
  • Suivi de l'inventaire

Plus d'informations sur AgencyBloc

AgencyBloc - Principales fonctionnalités

  • Automated Workflow
  • CRM
  • Commissions Processing

Avantages

Designed specifically for health and life insurance agencies, organize, automate and grow your agency through an intuitive CRM/agency management system with email marketing capabilities to automate your internal and external communications and commissions processing to save you time and money.

AgencyBloc - FAQ

Voici quelques-unes des questions fréquentes sur AgencyBloc.

Q. Quels sont les types de licence disponibles pour AgencyBloc ?

Types de licences disponibles pour AgencyBloc :

À partir de: 65,00 $US/mois

Type de licence: Abonnement

version d'essai gratuite: Disponible

Q. Quelles sont les principales fonctionnalités du logiciel AgencyBloc ?

Fonctionnalités du logiciel AgencyBloc :

  • Automated Workflow
  • CRM
  • Commissions Processing

Q. Qui utilise AgencyBloc ?

Utilisateurs habituels du logiciel AgencyBloc :

Grandes entreprises, Entreprises de taille moyenne, PME

Q. Dans quelles langues AgencyBloc est-il disponible ?

Langues dans lesquelles AgencyBloc est disponible :

anglais

Q. Quels sont les types de licence disponibles pour AgencyBloc ?

Types de licences disponibles pour AgencyBloc:

Abonnement

Q. AgencyBloc prend-il en charge les appareils mobiles ?

Nous n'avons pas d'informations sur les appareils pris en charge par AgencyBloc.

Q. Avec quelles applications AgencyBloc peut-il s'intégrer ?

Applications s'intégrant à AgencyBloc :

Employee Navigator

Q. Quelles sont les ressources d'aide disponibles pour AgencyBloc ?

Ressources d'aide disponibles pour AgencyBloc :

FAQ, Base de connaissances, Support en ligne, Support téléphonique, Tutoriels vidéo

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