AgencyBloc

AgencyBloc

CRM/Agency Management System for L&H Insurance Agencies

4.8/5 (89 avaliações)

Resumo do AgencyBloc

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.

Preços

A partir de
US$ 65,00/mês
Opções de preços
Teste Grátis
Assinatura
Relação qualidade/preço

Dispositivos

Porte da empresa

P
M
G

Mercados

Canadá, Estados Unidos

Idiomas

Inglês

AgencyBloc - Avaliações

Classificação geral
4.8/5
100% avaliações positivas
69
Excelente
20
Muito bom
0
Regular
0
Ruim
0
Péssimo
Steve P.
Traduzir com Google

All In One Insurance Solution for Brokers!

Usado Diariamente durante Mais de dois anos
Avaliado em 19/07/2016
Fonte da avaliação: 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.

Vantagens

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.

Desvantagens

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.

Detalhamento da qualificação

Relação qualidade/preço
Praticidade
Suporte ao cliente

Probabilidade de recomendação

10.0/10
Nicole T.
Traduzir com Google

AgencyBloc at KHI Solutions

Usado Diariamente durante Mais de dois anos
Avaliado em 31/07/2019
Fonte da avaliação: 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.

Vantagens

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.

Desvantagens

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.

Detalhamento da qualificação

Praticidade
Suporte ao cliente

Probabilidade de recomendação

10.0/10
Cathy B.
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Extremely User Friendly & A MAJOR Time Saver!

Usado Diariamente durante Mais de um ano
Avaliado em 07/09/2017
Fonte da avaliação: 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.

Vantagens

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%.

Detalhamento da qualificação

Relação qualidade/preço
Praticidade
Suporte ao cliente

Probabilidade de recomendação

10.0/10
Mindy D.
Traduzir com Google

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

Usado Diariamente durante Mais de dois anos
Avaliado em 01/05/2018
Fonte da avaliação: 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.

Vantagens

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.

Desvantagens

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.

Detalhamento da qualificação

Relação qualidade/preço
Praticidade
Suporte ao cliente

Probabilidade de recomendação

8.0/10
Richard P.
Traduzir com Google

One giant step...

Avaliado em 24/06/2013
Fonte da avaliação: 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.

Vantagens

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.

Desvantagens

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.

Detalhamento da qualificação

Praticidade
Suporte ao cliente

Preço do AgencyBloc

A partir de
US$ 65,00/mês
Opções de preços
Teste Grátis
Assinatura
Relação qualidade/preço

Recursos do AgencyBloc

  • API
  • Acompanhamento de atividades
  • Campos personalizados
  • Painel de atividades

  • Armazenamento de documentos
  • Auditoria
  • Criação de relatórios personalizável
  • Dados em tempo real
  • Gerenciamento de faturas
  • Gestão de conformidade
  • Gestão de estoques
  • Gestão do fluxo de trabalho
  • Importação/exportação de dados
  • Integração de terceiros
  • Monitoramento
  • Notificações automáticas
  • Rastreamento de estoque
  • Registro de auditoria
  • Relatórios e estatística
  • Relatórios em tempo real

Mais informações sobre AgencyBloc

Principais recursos do AgencyBloc

  • Automated Workflow
  • CRM
  • Commissions Processing

Vantagens

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.

Perguntas frequentes sobre o AgencyBloc

Abaixo estão algumas perguntas frequentes sobre o AgencyBloc.

P: Que tipo de planos o AgencyBloc oferece?

O AgencyBloc oferece os seguintes planos de pagamento:

A partir de: US$ 65,00/mês

Modelo de preços: Assinatura

Teste Grátis: Disponível

P: Quais são os principais recursos do AgencyBloc?

O AgencyBloc oferece os seguintes recursos:

  • Automated Workflow
  • CRM
  • Commissions Processing

P: Quem costuma usar o AgencyBloc?

Os clientes habituais do AgencyBloc são:

Grandes empresas, Empresas de médio porte, Pequenas empresas

P: Em que idioma o AgencyBloc está?

O AgencyBloc está nos seguintes idiomas:

Inglês

P: Que tipo de planos o AgencyBloc oferece?

O AgencyBloc tem os seguintes planos de preços:

Assinatura

P: O AgencyBloc é compatível com disponíveis móveis?

Não temos informações sobre os dispositivos compatíveis com o AgencyBloc.

P: O AgencyBloc se integra com quais outros aplicativos?

O AgencyBloc se integra com os seguintes aplicativos:

Employee Navigator, Intulse

P: Que nível de suporte o AgencyBloc oferece?

O AgencyBloc oferece as seguintes opções de suporte:

FAQs, Base de conhecimento, Suporte online, Suporte por telefone, Tutoriais em vídeo

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