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Was ist AgencyBloc AMS+?

AgencyBloc unterstützt Lebens- und Krankenversicherungsgesellschaften dabei, ihr Geschäft auszubauen, indem Betriebsvorgänge mit einer Kombination aus branchenspezifischem CRM, Provisionsverarbeitung und integrierter Business- und Marketing-Automation organisiert und automatisiert werden.

Wer verwendet AgencyBloc AMS+?

Kranken- und Lebensversicherungsgesellschaften, einschließlich Agenturen mit ein oder zwei Personen sowie MGAs, IMOs und FMOs.

AgencyBloc AMS+ Software - 1
AgencyBloc AMS+ Software - 2
AgencyBloc AMS+ Software - 3
AgencyBloc AMS+ Software - 4
AgencyBloc AMS+ Software - 5

Du bist nicht sicher, ob AgencyBloc AMS+ das Richtige ist? Mit einer beliebten Alternative vergleichen

AgencyBloc AMS+

AgencyBloc AMS+

4,8 (127)
Keine Preise gefunden
Kostenlose Version
Kostenlose Testversion
24
4
4,7 (127)
4,6 (127)
4,9 (127)
VS.
Startpreis
Preisoptionen
Funktionen
Integrationen
Benutzerfreundlichkeit
Preis-Leistungs-Verhältnis
Kundenservice
25,00 €
Monat
Kostenlose Version
Kostenlose Testversion
195
26
4,0 (18.402)
4,0 (18.402)
4,1 (18.402)
Die grünen Bewertungsbalken geben an, welches Produkt gemessen an der Durchschnittsbewertung und der Zahl der Bewertungen am besten abschneidet.

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Bewertungen über AgencyBloc AMS+

Durchschnittliche Bewertung

Gesamt
4,8
Benutzerfreundlichkeit
4,7
Kundenservice
4,9
Funktionen
4,6
Preis-Leistungs-Verhältnis
4,6

Nutzerbewertungen nach Unternehmensgröße (Angestellte)

  • <50
  • 51-200
  • 201-1.000
  • >1.001

Bewertungen nach Punktzahl finden

5
78%
4
20%
3
1%
1
1%
Nicole
Nicole
Contracting & Commissions Coordinator in USA
Verifizierter Nutzer auf LinkedIn
Versicherung, 11–50 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung

AgencyBloc at KHI Solutions

5,0 vor 5 Jahren

Kommentare: 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.

Vorteile:

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.

Nachteile:

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.

John
Manager / VP in USA
Versicherung, 2–10 Mitarbeiter
Verwendete die Software für: 6-12 Monate
Herkunft der Bewertung

Great CRM for the money

5,0 vor 11 Monaten

Kommentare: From our initial presentation by [sensitive content hidden]
, to our data migration supervised by [sensitive content hidden], to the support we receive from our Client Success Manager [sensitive content hidden], to the training offered by [sensitive content hidden], we have just been truly amazed by the amount of support we receive and the attention to detail that everyone we have dealt with provides. We know who to contact for what issues and everyone has been quick to respond and help us resolve any issues we may have had. Our previous CRM is no match to this level of customer service.

Vorteile:

We like the user-friendly design that Agencybloc provides. From the client management, to policies, to reports, to tracking activities, it really is super easy to use. We had another CRM prior and they certainly weren't user friendly and it wasn't designed to use for insurance. This platform really makes our jobs, lives, and client interaction and support so much easier!

Nachteile:

It would be nice if it was more user friendly to link email outside of Microsoft to be able to track client interactions. We utilize Gmail and that is our only issue at this time.

Jay
VP of Sales in USA
Versicherung, 11–50 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung

Subpar

3,0 letztes Jahr

Vorteile:

It looks nice, but for me, that's where it stops at.

Nachteile:

Better functionality and a better user interface, I find many of the functions "clunky"

Tom
President in USA
Versicherung, 2–10 Mitarbeiter
Verwendete die Software für: 1-5 Monate
Herkunft der Bewertung

Very Impressed

5,0 vor 4 Monaten

Vorteile:

The most important feature that i enjoy from Agency bloc is the workflow feature that helps me to never miss a sales opportunity from my Medicare prospect list for people turning age 65. This program has already helped me earn commission dollars that would have missed prior to having this CRM.

Nachteile:

The biggest hindrance to the program was the upfront labor and time to transfer my existing data to the program up front. Even with that, the time was well worth the end result .

Antwort von AgencyBloc

vor 4 Monaten

Tom, Thank you so much for taking the time to leave such a fantastic review! We're thrilled to hear that AgencyBloc's workflow feature is helping you stay on top of your Medicare prospect list and maximize your sales opportunities. It's incredibly rewarding to know that we can directly contribute to your success. We completely understand your point about the initial data transfer process. While it may require some upfront effort, we're glad you see the value it brings in the long run. To help future customers with this process, we're constantly looking for ways to improve our data migration tools and support services. Thanks again for your kind words and for being a valued AgencyBloc customer. - AgencyBloc

Jara
Agent Owner in USA
Versicherung, 2–10 Mitarbeiter
Verwendete die Software für: 6-12 Monate
Herkunft der Bewertung

In Betracht gezogene Alternativen:

Works for me, I need userfriendly

4,0 vor 2 Jahren

Kommentare: I was able to use it immediately and the best part was that I had help from Agency Bloc to download my clientele.

Vorteile:

How easily it was set up and the training that came with it

Nachteile:

There are a few things I would like it to do for instance if I am working a case I would like the projected due date to remind me in an email to me. I would also like an account to show the whole family not each individual