AgencyBloc AMS+

Pros

The product is amazing, it makes our entire AEP season go smoothly and creates an environment that is stress-free when we need it most!

Cons

Nothing, it is great! I guess only better integration with Lead Advantage Pro but that might be hard.

Pros

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!

Cons

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.

Pros

Very user-friendly, efficient, and organized!

Cons

Sometimes it feels as though the system freezes up

Pros

tracking features, build in commission module

Cons

onboarding process was very difficult, lack of onboarding support

Pros

Everything is in one place. I do not have to have different software for phones and database, it is all in 1.

Cons

That you cannot text pictures to members, and that there is not fax capabilities.

Alternatives Considered

Reasons for Switching to AgencyBloc AMS+

Pros

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.

Cons

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 .

Pros

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.

Cons

The switching of screens to get to various features.

Pros

Added lead functionality with texting capabilities make it much easier to keep in touch with clients throughout the year.

Cons

Lead conversion does not appear to leave a reportable record so far to be able to track conversion KPIs. Would definitely like to see this added soon!

Pros

I love the fact that when you email or chat with a rep at Agency Bloc, that they respond within minutes and the turn around service is great.

Cons

There is nothing really that i dislike about your portal or service.

Pros

organization it kept my work on point and manageable

Cons

the price was higher then most but the quality is good

Pros

There is a lot of functionality and it can be very customized to the business. We are still learning about new ways to use the service and the customer service line has always been there to help.

Cons

Sometimes the customization can be a little too much and can create confusion because we set something up the incorrect way which causes time and frustration to be efficient.

Pros

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%.

Pros

The ease of consolidating and reporting information. We replaced our spreadsheets with this and then discovered a lot of additional features that we've gradually started to use as well. This is a great piece of software that's worth every penny... We are small, but the Advisors love the reports compared to what we provided before. And we are no longer spending hours tracking and reporting information for them.

Cons

I can't think of anything really. It does a great job at what it's supposed to do. Really it does.

Pros

This is a great product for client base and the staff is very helpful and friendly. Many basic features are easy to use and efficient. MANY MANY features to fit different needs of how people may manage their own business. Payroll tracking is amazing and ties right to data tracking all in one program.

Cons

Reports are bit cumbersome to set up. Would like to have more ability to share information at different management levels without giving admin access.

Pros

I like how versatile it is and how I can use it to track clients and policies

Cons

The inability to take notes between tabs

Pros

This software program is outstanding! There are too many features to list however, the one that stands out the most is the commission tracker. Just importing commission statements each month and AgencyBloc automating that part of our job is priceless. Instead of searching through statements or spreadsheets, I can quickly run a report in AgencyBloc and see exactly who we are missing commissions for each month.

Cons

As with any software or new program, the least likeable thing is the time it takes to get everything set up and going. Even though this is a "con", I can say since AgencyBloc syncs with another system we use for client data, getting the client and/or carrier information in the system wasn't hard. It just takes some upfront time, as it will with any system.

Pros

This software is so easy to use and to learn whether you are familiar with using database software or not it is very intuitive. The customer support is excellent, including tutorials and live help. Also, love the agent tracking. It makes my contracting work so much easier.

Cons

I cannot think of anything I really dislike.

Pros

It is designed around what information I need to track for my customers so the reports are helpful. I am so glad I am not paying for more than I needed. I looked at Salesforce but it was too much for a small agency like mine. When my general agency recommended Agencybloc, it was perfect.

Cons

The only feature I like least is the reporting. Takes a lot of time to figure out how to get the end result that we need for labels, forms, or other papers. We do not take the time to look at training or call, but I am sure if we did it would help.

Pros

Easy to Use , Customizable, Lots of reporting Capability, follow up system using the dashboard is great. Also can use the system on your mobile device.

Pros

Customer service. We appreciate that the updates are well tested and thought out before they are released.

Cons

Some of basic reports could be more robust in terms of the ability to select any field in the database while choosing a report.

Pros

Being able to connect a client with a spouse, a referral partner or a group account is critical for us. The software makes it easy to do all of these.

Cons

Not the easiest to learn when you don't follow the training courses. A lot of capabilities but it takes a bit to make it work best for your situation

Pros

Very easy to access and find my notes on clients on a daily basis

Cons

I dont like how you have to go back to the company/group to review each policy every time you switch between policies.

Pros

Has my clients all in one place
I can work from anywhere, including the beach
Does not have too many features to confuse me
Is extremely user friendly, I have been able to easily use this software. I do not consider myself computer savy but this is the easiest software I have ever used.
Organizes my clients so I can easily find them.
Allows me to keep all my contact information online including phone numbers for insurance companies.
It is extremely affordable
I can save emails to the client for which they pertain
I don't have papers and files all over my desk anymore
I have not lost any papers in a very long time!
I have not had to call and ask for support from their customer service. I have not needed it!

Cons

There are not any

Pros

What we like the most is it is insurance industry specific and that we are able to tailor it to our specific wants and needs.
The ability to download scans into specific clients files has simplified our startup with AB. Instead of keying in all the old notes I scanned them into pdf's and downloaded those. The same goes with plan analysis and supporting documents.
With AB our client files are now always with us and the hard copies are elsewhere in a secure HIPPA compliant location.

Cons

I often find that what I think I don't like is overturned with some experience and the help desks input.
There is some clumsiness in downloading stored file to attach to emails etc but I'm still finding my way around.

Pros

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

Cons

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

Pros

The report system is easy to use and everyone in our office is able to run their own reports. The individual detail pages is easy to use and very organized so it is easy to find information fast.

Cons

The email marketing is extremely lacking. There is no spellcheck, the features are limited, and you cannot send test emails. You are unable to change setting for workflows once someone has gone through, so you have to inactivate the workflow and start over anytime you want to make a change. You cannot removed certain fields on pages that are unnecessary to your company.

Pros

I realize this sounds like I'm speaking in reverse, but this is only fully realized after utilizing AgencyBloc. AgencyBloc's customer support team is OUTSTANDING. I ask a lot of questions and am always trying to stretch what can be done. The Support team is very knowledgeable, professional, and personable. They understand the concept of what I'm trying to accomplish vs how I sometimes communicate what I'm trying to get done. A solid, built-for-insurance CRM coupled with great support is vital to my business. I didn't need to build from the ground up what I wanted to track. With only a few customizations that I was able to do myself, I was up and running quickly. Even though I'm a small business, I depend on AB, it's the first platform I open each morning.

Cons

My least favorite function is Email Marketing. I say the least favorite with a caveat....I have been using AB's Email Marketing as part of my ongoing marketing for the past 18 months and will continue to do so. It's a bit clunky. Once you understand how it works, it works well. Email marketing is very important to me and I'll continue to use it.

Pros

We really utilize the commission module almost on a daily basis. We like that we are able to make sure that we are compensated for all of our policies. I enjoy being able to run the commission report every month to see which policies we didn't have a payment on. I like the feature of activities on the individual lead page. I use that page to upload a lot of our agents leads on there. It is really nice that as the Admin we are able to look into our agent's business, not to be nosey or intruding, but to reach out to them to see if they need help reaching out to contact leads. We want all of our agents to succeed so being able to have one centralized location of seeing their activity has been a great help. We have 4 new agents using this program. I feel that they generally like the system as well since we see them using it. I enjoyed having someone that we could reach out to personally and would take the time out of their day to help me with any questions, [sensitive content hidden] was a great onboarding instructor. If we couldn't figure out a solution she would find the answer and get back with me.

Cons

I personally feel that there are a few things that could be adjusted better to help us as an agency. One feature that I find slightly annoyed with is that the information doesn't automatically save, that we have to hit save for all the pages. I don't really like the feature where we have a husband and wife both have separate policies and accounts, so I don't want to merge the contact, so I wish I could dismiss that comment on the page and it not ask me that again. Also, my husband is the insurance agent and I am on the administrative side of the company, so it's unfortunate that we can't both be logged into AgencyBloc at the same time under 1 log in. We would have to pay for another user account and we just feel like that expense isn't necessary. I would like the custom fields for the note section to be bigger, sometimes we have so many notes on a client that scrolling through the note field can be tedious.

Pros

The product is easy to understand and use. The support team is wonderful and are always there to answer questions and help you understand how to use the product. A lot of nice features and the integration with our Intulse system has been very handy and easier to keep on top of missed calls.

Cons

Trying to learn how to create Workflows had a bit of a learning curve. Not being able to attach links to Workflows is a bit of a bummer. I love the Workflow feature, but they need to be kept to fairly simple text. Thank goodness the AB support team was always there to help and answer our many questions! Integrating the Intulse was a bit confusing to figure out at first.

Pros

Our company benefits most from these functionalities within the AB system:All aspects of the client management components - Custom Fields have served us wellReporting - both preset reports and the custom reports are important to our businessCommissions - entry and reporting are critical to us managing distribution accuracy

Cons

We would benefit from the ability to add live links in the system that allow our agents to go to other online entities, specifically new client portals that send important documents client should have prior to their appt. The addition of live link availability would be a time saver for agents and administrators. I have also requested that some changes in the Commissions Not Received Report would be helpful in following up and resolving those issues

Pros

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

Cons

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

Pros

Customer contacts and personal information

Cons

Need more customizing specialized fields

Pros

The ability to customize it to meet our needs.

Cons

If I ever had a con, I called customer service and had was speedily helped by extremely pleasant and knowledgeable representative.

Pros

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.

Cons

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.

Pros

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.

Cons

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.

Pros

It is easy to implement, easy to use, has all the capabilities I am looking for to design automated workflows, track activities, track commissions and keep notes, documents, and call recordings.

Cons

I haven't found a way to store referral partner contact information as easily as I would like, but keep it separate from my client contact information.

Pros

The commission upload feature is one of my favorite parts of this program. I had spent two years manually calculating for our office. When I called and spoke to the customer service team, they walked me through how to set it up and how to use it and it has saved me a tremendous amount of time. The newest update that allows for keeping statement dates of the reports within the agent report dates was another bonus.

Cons

The way that the imports works with the existing policies to match them up can be frustrating at times and I would like to see the option (at some point) to be able to do edits on the policy or be able to control the override of information from the import so eliminate the need to go back in and change information back on the policy detail page.

Pros

Making the decision to change agency management software is extremely difficult but when you run into substantial limitations on functionality it is time to look at alternatives. After switching to Agency Bloc I immediately found that I could generate reports in seconds that took me much longer to generate on my old system. I found the interface to be much more user friendly and service team was there to solve the few minor glitch moments that came up.

Perhaps the most important "Pro" I have found is off site storage. We all know the importance of backing up data and we all think we have taken this important setp. I thought that as well, but my server crashed last week and some of that data that I thought was being backed up was not backed up. My existing agency management firm charged me for rebuilding a couple of files and it took some time to get it done. The information on Agency Bloc was unaffected because it was not stored on the server. This is a real plus.

Cons

For some reason it seems that the people who design these agency systems get carried away with setting up functions that the average agency just does not use. In some cases the information that I would like to see on one centralized screen requires that you either change screens several times or set up a "custom" page where you can put the info you want to see in one place.

I would like to see more "user defined" fields on the main screens but the ability to set up custome fields on some of the pages works with a little effort.

Pros

Using AgencyBLoc has helped improve our client base and data mining sources. A daily CRM tool to manage our existing client base with LEAD reminder to contact call. Overall very satisfied with 'LIVE CHAT' bar and ongoing support.

Cons

The reminder or "To DUE reminder" sometimes will not notify us of a potential upcoming clients birthday for marketing .....the notification system at times will not recognize certain potential future LEADS for our agency.....

Pros

We had been looking for a better way to keep track of any and all actions that had occurred on a client's policy. Abloc gave us the ability to track all activities and have an easy way to find the history for any action taken over time.

Cons

Tracking leads was a huge issue for us. We felt hindered on being able to track a lead from first contact to issued policy in a way that worked for us.

Pros

I like the fact that it is a cloud based system with the ability to easily add custom fields. I also very much like the built in ability to do mass emails/email-drops as well as some built-in automatic workflow functions. Commission importing is also very easy and time saving. I like the continuous product improvements - most recently the addition of Outlook integration. We have also very much enjoyed the strong customer/product support from AgencyBloc.

Cons

We had used a different software for more than a decade and I may be biased because of that. There is a feature, related to how AgencyBloc has products set up, that I am not keen on. However, it is not a major issue for our work and use of the system.

Pros

Easy of the product is number one! Yes, you will have to learn some items and how they can work for you but there are video to watch and staff willing to help you out.

Cons

There has not been anything I have not liked about the product. If I need help on something specific their are video training and staff to assist me. It make life easier that I do not have to go this alone.

Pros

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.

Cons

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.

Pros

I really like the ease of use. The Main Detail page houses all pertinent client info, and then the tabs at the top make it easy to move to Policies and Activities.

Cons

I have very little to say for what I like least about this software! My only complaint would be that the 1 time it went down, it took almost all day for it to come back up.

Pros

I love how this is setup specifically for Life and Health agents. There are so many customization that can be made, but it already is setup and can be used exactly how it is. There is an endless amount of customized reports that can be ran. This is setup so that if you are a single person or if you are an agency or even if you oversee multiple agencies this is built for it. It is affordable for a month for 1 person to use....Way cheaper than anything else i looked at.

Cons

I use Facebook for marketing/lead generation. Agencybloc is not directly integrated with Facebook. I just currently emailed Agencybloc to get info on how to set this up.

Pros

CRM is very customizable and easy to use. Setup in no time at all

Cons

To use some of the advanced items (workflow emails, etc...) does require knowledge of coding or the need to hire a professional

Pros

Is it is not only user friendly but adaptable to my needs. I can make changes in certain areas to custom what I am looking at.

Cons

Of course I want to be able to customize it more in certain areas.

Pros

I have been searching for a superior method to monitor all activities that had happened on a customer's approach. Agencybloc enabled me to follow all exercises and have a simple method to discover the set of experiences.

Cons

Keeps freezing and pausing lately. It would have performed much better if little work will be done on the software

Pros

AgencyBloc's streamlined platform offers the ability to easily search for policies, clients, activity history, as well as track activity and progress among other agency staff.

Cons

Can't say there is anything I don't like. We moved to AgencyBloc from another platform about 8 months ago and the transition was painless.