AgencyBloc for Health & Life Insurance
von AgencyBloc5 / 5 6 Bewertungen
Wer nutzt diese Software?
Health and Life insurance agencies including everything from one and two-person agencies to MGAs and IMO/FMOs.
Durchschnittliche Bewertung6 Bewertungen
- Gesamt 5 / 5
- Benutzerfreundlichkeit 5 / 5
- Kundenservice 5 / 5
- Funktionen 4.5 / 5
- Preis-Leistungs-Verhältnis 4.5 / 5
- Startpreis 65,00 $/Monat
- Kostenlose Version Nein
- Kostenlose Testversion Ja
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
- Insurance Policy Management
- Leben & Gesundheit
- Schaden- und Unfallversicherung
Die hilfreichsten Reviews für AgencyBloc for Health & Life Insurance
Bewertet am 6.2.2019
Complete CRM and marketing platform for life and health agencies
Vorteile: This CRM can be customized to almost any business model. Dashboard gives a great overview of current view. Offers marketing tools and automated contact with clients. Easy to upload your database into this CRM. Customer service is great at helping through this process. Offers commission reconciliation, lead management, automated workflow. Completely cloud based so it can be accessed from anywhere. Demo is available without having to purchase.
Nachteile: Could use more customizing when it comes to health policies that are enrolled ON Exchange. Certain information that is needed to manage ON Exchange policies can not be linked. Otherwise a great platform.
Bewertet am 29.12.2014
Agency Bloc offers a great alternative
Vorteile: The vendor was very helpful. I needed some special set up help and they worked very hard to meet my needs. The system was priced very competitively as well. I responded to an email that offered a trial period and in a very short time I was up and running on the trial program. There was quite a bit of set up required, and the support team got right on it and had me operational in no time. I was surprised by how much work they were willing to do just to facilitate a trial offer.
Nachteile: Like any agency management system, it always seems like the person who wrote the program never worked in an agency. Some of the terms were strange, and that resulted in some of the functionality being lost.
Bewertet am 16.7.2018
I use this for my insurance agency which specializes in employee benefits
Vorteile: The software is very easy to access and get my clients information pulled up very quickly. I use for notes under policies and find it very easy to use.
Nachteile: I do not like how i have to go back to the original group client name each time i want to click on a different policy under the group.
Bewertet am 23.12.2014
Great Product / Awesome Customer Service
Vorteile: We been customers of AgencyBloc for almost two years now, and we like how easy is to manage. Also, their customer service is always spot on.
Nachteile: I haven't had any bad experiences with their product or the company, so I can't write anything bad about them.
Bewertet am 29.12.2014
Vorteile: It is easy to use. It is created for benefits agents and GA's, and it is constantly updated based on client feedback.
Nachteile: In a perfect world, we'd like to better customize our reports.