A CRM solution for all your insurance needs

AgencyBloc's solution is designed specifically for the health and life insurance industry. While it includes CRM functions, those features are insurance-specific and we provide more specialized services than other generic CRMs.

With AgencyBloc's robust, industry-specific agency management platform, we can make commission processing, quoting & proposals, sales management, reporting, data management, and automation easier than ever.

Quote+, an AgencyBloc solution, is HITECH and HIPAA-compliant as well as HITRUST certified. AgencyBloc solutions are housed on HIPAA-compliant AWS servers, are annually audited for SOC 2 Type II certification, and all data is bank-grade encrypted and constantly backed up in multiple locations. All AgencyBloc accounts are password protected with two-step authentication options.

Quote+ is built to streamline the small group quoting and proposal process to make renewal season easier. Input demographic data about employers, employees, and dependents in one place as well as policy effective dates and policy renewal dates.

Yes, you can. The Custom Report builder in AgencyBloc's solution has advanced flexibility and will allow you to customize your report to fit your needs by selecting certain data fields, using filters, and applying necessary columns. Build the report once, then save it and run it as often as you need.

AgencyBloc takes data security seriously. Our solutions feature secure cloud data encryption, follow strict data maintenance policies, use bank-level encryption, and are backed up continuously. Rest assured your data is secure — we are HIPAA compliant and audited regularly for HITRUST / SOC 2 Type II (industry-leading security standards).