AgencyBloc — CRM

What is AgencyBloc?

AgencyBloc is a purpose-built agency management system (AMS) and CRM designed specifically for health and life insurance agencies. It replaces scattered spreadsheets and siloed tools with an all-in-one platform for tracking clients, policies, tasks, and communications, alongside marketing, quoting and enrollment, and commissions processing.

What problem does it solve?

Insurance agencies often juggle multiple disconnected systems—reporting schedulers, policy management, email marketing, call recording, and commissions spreadsheets. AgencyBloc centralizes these into one secure, compliant space, reducing manual work and helping teams scale without overwhelm.

Who is it for?

AgencyBloc is built for individual health, group benefits, and senior insurance agencies, as well as general agents (GAs), IMO/FMOs, and call centers. It is not ideal for businesses outside the insurance industry or for those seeking a generic CRM that requires heavy customization.

Real use cases

Example use cases include: managing a large book of business with automated workflows, sending targeted marketing campaigns synced to your pipeline, streamlining benefits elections through integrated quoting and enrollment tools, and reconciling carrier commissions to find missing dollars.

• Insurance-Specific CRM — Track clients, policies, tasks, and interactions in a system built for health, senior, and benefits agencies.
• Marketing Suite — Use done-for-you websites and pre-built content to attract, educate, and convert prospects.
• Quoting & Enrollment Integrations — Connect with tools like Connecture, Ease, and Employee Navigator to eliminate duplicate data entry.
• Commissions Processing — Reconcile carrier payments, track splits, and pay agents accurately.
• Automated Workflows — Streamline lead assignment, client servicing, and appointment scheduling.
• Lead Management — Import leads, nurture them with email/text, and track pipelines.
• Telephony & VoIP — Integrated call queues, recording, and storage.

AgencyBloc pricing: Custom pricing (based on features and volume).

For comparison: the median starting price in CRM is $39.93/month, measured across 114 tools we track. See the full SaaS Pricing Index →

AMS+ Platform Pricing

Pricing is customized based on the features you need (Grow, Accelerate, or Elevate). The Accelerate and Elevate tiers include advanced features like automated workflows, email inbox integration, and lead assignment. Some add-ons like insurance agency websites may cost extra.

Commissions+ Pricing

Separate packaging based on transaction volume. Includes carrier data import, rate tables, bonus/advance tracking, and agent statements.

Quoting & Enrollment Platform

End-to-end quoting and enrollment for small group brokers – pricing available on request.

All plans require contacting sales for a personalized quote. A free demo or trial is not explicitly mentioned; request a demo to see it in action.

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