AGENCYBLOC Pricing & Demo

AgencyBloc's insurance CRM has everything you need to keep track of your clients, prospects and agents and use the information to make smart business decisions.

Features:

• LEAD FORMS: Catch leads on website and funnel them directly into AgencyBloc. AgencyBloc’s lead form builder is simple and intuitive, so user can start capturing leads immediately.
• MARKETING AUTOMATION: Maintain meaningful communication with clients and prospects. Set up campaigns to automatically run based on events you determine.
• SAVED SEARCHES: Quickly find and keep what’s important. Search on endless criteria to find exactly what user is looking for, and keep it on hand to return to again.
• DASHBOARDS & REPORTING: Make smart business decisions based on real-time data analyzation. View all aspects of agency through visually appealing graphs, charts, and custom reporting.
• AUTOMATE MARKETING & BUSINESS FUNCTIONS: Take control of day-to-day. Spend less time on emails and tasks and more time growing business.
• PROSPECTING & LEAD TRACKING: Track leads from first contact to policy written or agent hired, and quickly recognize your best lead sources.