AgencyBloc for Health & Life Insurance

AgencyBloc for Health & Life Insurance

von AgencyBloc

Wer verwendet AgencyBloc for Health & Life Insurance?

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

Was ist AgencyBloc for Health & Life Insurance?

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

AgencyBloc for Health & Life Insurance – Details

AgencyBloc

http://www.agencybloc.com

Gegründet 2005

AgencyBloc for Health & Life Insurance – Kostenübersicht

AgencyBloc for Health & Life Insurance bietet keine Gratisversion, aber eine kostenlose Testversion. Die kostenpflichtige Version von AgencyBloc for Health & Life Insurance ist ab 65,00 $/Monat verfügbar.

Startpreis

65,00 $/Monat

Kostenlose Version

Nein

Gratis Testen

Ja

Einsatz

Cloud, SaaS, Web

Training

Live Online

Webinare

Dokumentation

Kundenbetreuung

Support während der Geschäftszeiten

Online

AgencyBloc for Health & Life Insurance Funktionen

Versicherungssoftware
Angebotsmanagement
Dokumentenmanagement
Kontaktmanagement
Leben & Gesundheit
Provisionsmanagement
Reklamationsabwicklung
Schaden- und Unfallversicherung
Versicherungseinstufung
Verwaltung von Versicherungspolicen

AgencyBloc for Health & Life Insurance – Nutzerbewertungen

Zeigt 5 von 91 Nutzerbewertungen

Gesamt
4,8/5
Benutzerfreundlichkeit
4,8/5
Kundenservice
4,9/5
Funktionen
4,7/5
Preis-Leistungs-Verhältnis
4,7/5
Nicole T.
Contracting & Commissions Coordinator
Versicherung, 13-50 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
  • Gesamtbewertung
    5/5
  • Benutzerfreundlichkeit
    5/5
  • Eigenschaften & Funktionalitäten
    5/5
  • Kundenbetreuung
    5/5
  • Preis-Leistungs-Verhältnis
    Nicht bewertet
  • Wahrscheinlichkeit der Weiterempfehlung
    10/10
  • Quelle des Nutzers 
  • Bewertet am 31.7.2019

"AgencyBloc at KHI Solutions"

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.

  • Quelle des Nutzers 
  • Bewertet am 31.7.2019
Steve P.
IT Director
Versicherung, 2-10 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
  • Gesamtbewertung
    5/5
  • Benutzerfreundlichkeit
    5/5
  • Eigenschaften & Funktionalitäten
    5/5
  • Kundenbetreuung
    5/5
  • Preis-Leistungs-Verhältnis
    5/5
  • Wahrscheinlichkeit der Weiterempfehlung
    10/10
  • Quelle des Nutzers 
  • 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.

  • Quelle des Nutzers 
  • Bewertet am 19.7.2016
Ronnie M.
Owner
Versicherung, 13-50 Mitarbeiter
Verwendete die Software für: Mehr als 1 Jahr
  • Gesamtbewertung
    4/5
  • Benutzerfreundlichkeit
    3/5
  • Eigenschaften & Funktionalitäten
    4/5
  • Kundenbetreuung
    5/5
  • Preis-Leistungs-Verhältnis
    3/5
  • Wahrscheinlichkeit der Weiterempfehlung
    6/10
  • Quelle des Nutzers 
  • Bewertet am 15.9.2019

"Agency Bloc is a decent product"

Kommentare: It has been overall a good experience. I think they are a little on the expensive side for what they are. They aren't too much more than a large filing system. We could probably get the same use from Google for a whole lot less.

Vorteile: The system has most of the data that you need frequently available on the first page. It has quick access to policy numbers and contracts if you save it on there.

Nachteile: It is a little obnoxious that it is web based. It takes more than just saving a contract or a guide to a folder. I wish they had a desktop version of this so we could save quickly.

  • Quelle des Nutzers 
  • Bewertet am 15.9.2019
Linda W.
Agent/Broker
Versicherung, Selbstständig
Verwendete die Software für: 1-5 Monate
  • Gesamtbewertung
    5/5
  • Benutzerfreundlichkeit
    5/5
  • Eigenschaften & Funktionalitäten
    5/5
  • Kundenbetreuung
    5/5
  • Preis-Leistungs-Verhältnis
    5/5
  • Wahrscheinlichkeit der Weiterempfehlung
    10/10
  • Quelle des Nutzers 
  • Bewertet am 17.3.2020

"Ease of setup and use"

Kommentare: I was able to capture all my client data in one location, name, address, birthdate, etc., instead of accessing multiple carrier's software to obtain the same information. What a time saver!

Vorteile: It was really helpful that AgencyBloc was able to import my existing data. I was able to start using right away to send out my birthday cards to clients.

Nachteile: I currently cannot think of any cons at this time.

  • Quelle des Nutzers 
  • Bewertet am 17.3.2020
Mindy D.
Team Coordinator
Versicherung, 13-50 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
  • Gesamtbewertung
    4/5
  • Benutzerfreundlichkeit
    4/5
  • Eigenschaften & Funktionalitäten
    4/5
  • Kundenbetreuung
    4/5
  • Preis-Leistungs-Verhältnis
    4/5
  • Wahrscheinlichkeit der Weiterempfehlung
    8/10
  • Quelle des Nutzers 
  • Bewertet am 1.5.2018

"Great for keeping client information all in one place, it is easy to quickly access the data we need"

Kommentare: Being web based, it is easy for our company with several remote offices to all use the same data base. It also makes it easy to access information off site as our agents meet with people outside the office on occasion.

Vorteile: It's fairly strait-forward to use. The way everything is labeled, after a small amount of training we are able to keep multiple users consistent with data entry. This enables more accurate reporting, which in turn helps with other aspects of running our company such as marketing.

Nachteile: Duplication of information - Policy detail and coverages share several of the same data points.
I question a bit of the accuracy of reports. Recently I pulled up all active clients and updated missing information. Shortly after that a coworker was pulling up several accounts that had missing information. I have also had a couple of coworkers tell me some attached information had disappeared. This has not happened to me, so I have not been able to determine if it was operator error or the program.

  • Quelle des Nutzers 
  • Bewertet am 1.5.2018