AgencyBloc for Health & Life Insurance
Wer nutzt diese Software?
Health and Life insurance agencies including everything from one and two-person agencies to MGAs and IMO/FMOs.
Durchschnittliche Bewertung87 Bewertungen
- Gesamt 5 / 5
- Benutzerfreundlichkeit 5 / 5
- Kundenservice 5 / 5
- Funktionen 4.5 / 5
- Preis-Leistungs-Verhältnis 4.5 / 5
- Startpreis $65/Monat
- Kostenlose Version Nein
- Kostenlose Testversion Ja, Kostenlose Testversion
Cloud, SaaS, Web
Support während der Geschäftszeiten
Angaben zum Hersteller
- Gegründet 2005
Über AgencyBloc for Health & Life Insurance
AgencyBloc, The #1 Agency Recommended Management System, helps life and health insurance agencies grow their business by organizing and automating their operations using a combination of an industry-specific CRM, commissions processing, and integrated marketing automation.
AgencyBloc for Health & Life Insurance Funktionen
- Leben & Gesundheit
- Richtlinien Managemen-
- Schaden- und Unfallversicherung
Die hilfreichsten Reviews für AgencyBloc for Health & Life Insurance
Bewertet am 19.7.2016
All In One Insurance Solution for Brokers!
Kommentare: 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.
Vorteile: 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.
Nachteile: 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.
Bewertet am 7.9.2017
Extremely User Friendly & A MAJOR Time Saver!
Kommentare: 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.
Vorteile: 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%.