AgencyBloc

AgencyBloc

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What is AgencyBloc?

AgencyBloc the all-in-one solution for managing your insurance and financial services agency. Say goodbye to chaos and hello to streamlined operations with our intuitive, user-friendly platform. From client management to commission tracking, AgencyBloc has everything you need to take your agency to the next level.

Key Features of AgencyBloc

  • Project Management
  • Marketing Analytics
  • Lead Management
  • Landing Pages
  • Document Management
  • Web Forms
  • Team Management
  • Sales Forecasting
  • Dashboard
  • Campaign Management
  • CRM Analytics
  • Workflow Management
  • Product Database
  • Marketing Automation
  • Email Marketing / SMS Marketing
  • CRM & Sales Reports

AgencyBloc Pricing

Agency Management
₹ 4248 Per Month
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Plus Commissions
₹ 11376 Per Month
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AgencyBloc Specifications

Software Accessible: Cloud Based
Run On Mobile Browser: Yes
Offers Free Trial: Yes
Payment Options: Monthly
Life Time Free Plan: No
APIs Available: No
Customization Possible: No
Device Support: Mobile Support, Windows, Mac
Mobile Platforms: Yes
Available Support: Email, Phone, Live Support, Training
Desktop Platforms: No
Languages Available: English
Company Details
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Company Name AgencyBloc
Company Website Visit Website
AgencyBloc Description

AgencyBloc is a comprehensive contact management software and agency management system created exclusively for health, life, and benefits insurance companies. The platform centralizes all client and policy data, allowing agencies to manage relationships, track interactions, and automate procedures more efficiently. AgencyBloc's features include lead management, policy tracking, document management, and configurable reporting, allowing agencies to streamline operations, maintain compliance, and strengthen client relationships all within a single, secure, cloud-based environment.​

AgencyBloc's CRM capabilities go beyond simple contact management to include marketing automation, commission processing, and comprehensive analytics. The solution provides robust email and SMS marketing, automated reminders, and thorough performance dashboards to assist agencies in increasing productivity and retention. With mobile access, API interfaces, and compliance tracking, it is a scalable solution for agencies of all sizes, ensuring that client data is constantly organized, accessible, and audit-ready.

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AgencyBloc FAQ's

The top 5 features of AgencyBloc include:

  1. Project Management
  2. Marketing Analytics
  3. Lead Management
  4. Landing Pages
  5. Document Management

AgencyBloc serves a wide range of businesses including StartUps, SMEs, Enterprises.

AgencyBloc is compatible with multiple platforms, No, IOS , Android

The top three competitors of AgencyBloc are 4Degrees, Aavenir Contract Lifecycle Management and ABBYY Business Card Reader. To find the best fit for your business, compare and evaluate each platform's features, advantages, disadvantages, and other key aspects.

Yes, AgencyBloc offers a trial option, allowing you to test its features and functionality before committing. This trial access helps you assess how well the software meets your specific needs and ensures it’s a good fit for your business.

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