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seit 15 Jahren bei der Softwareauswahl

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 (125)
105,00 $
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Kostenlose Version
Kostenlose Testversion
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4,8 (125)
4,7 (125)
4,9 (125)
VS.
Startpreis
Preisoptionen
Funktionen
Integrationen
Benutzerfreundlichkeit
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20,00 €
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Kostenlose Testversion
205
70
4,1 (6.652)
4,3 (6.652)
4,1 (6.652)
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
4,8
Kundenservice
4,9
Funktionen
4,6
Preis-Leistungs-Verhältnis
4,7

Nutzerbewertungen nach Unternehmensgröße (Angestellte)

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

Bewertungen nach Punktzahl finden

5
78%
4
21%
3
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 6 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.

Lea-Ann
Office Administrator in USA
Versicherung, 2–10 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung

AgencyBloc is a valuable resource to our agency!

5,0 vor 3 Wochen Neu

Kommentare: Our experience with AgencyBloc has been very good!

Vorteile:

Our agency has used AgencyBloc for just under 5 years. I am the Office Administrator for our agency and we have 8 agents. I feel that AgencyBloc's highlights are: easy navigation, communication through the activities feature is a valuable feature with our agents working from various locations, and policy information/data storage is a resource for current and past policies. The AgencyBloc Support Team is always available to assist with any questions or needs by phone or the online chat feature.

Nachteile:

The switching of screens to get to various features.

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"

Beth
Director of Operations in USA
Versicherung, 2–10 Mitarbeiter
Verwendete die Software für: 6-12 Monate
Herkunft der Bewertung

AgencyBloc AMS+

5,0 vor 4 Wochen Neu

Vorteile:

It is easy to use, the support team was wonderful to work with, and the commissions tracking has been invaluable.

Nachteile:

I wish it had better email capability and a better connection with Employee Navigator.

Antwort von AgencyBloc

vor 3 Wochen

Beth - we appreciate the high recommendation and feedback! We'll be sure to dig in with our development team regarding your comments about email and Employee Navigator.