👀 Christian Brindle of Christian Brindle Insurance Services shares how their agency has partnered with our Plus Suite for increased data organization, automation, and more. "We were looking for solutions to keep track of our client and lead data in a secure format with an organization we could trust. We were also looking for creative ways we could automate different processes and bring everything into one system for our agency. AgencyBloc has helped us so much in terms of just putting everything together in one place, getting rid of a lot of additional unneeded systems, and helping us keep more than anything," Thank you for the review, Christian! #agencybloc #insurtech #testimonial #healthinsurance #insurancesoftware #insurancecrm
AgencyBloc
Software Development
Cedar Falls, Iowa 3,993 followers
The #1 Recommended Insurance Industry Growth Platform serving the health, benefits, and senior insurance space.
About us
The #1 Recommended Insurance Industry Growth Platform Accelerate the growth of your organization with the robust insurance-specific solutions that leading health, group benefits, and senior insurance agencies, GAs, IMO/FMOs, call centers, and carriers recommend. In 2008, “AgencyBloc” the brand was born, and the very first life and health insurance agencies began using our industry-specific CRM (Customer Relationship Management) and powerful commissions processing system. Today, AgencyBloc is the #1 Recommended Insurance Industry Growth Platform with 6,500+ customers across multiple solutions within the platform.
- Website
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http://www.agencybloc.com
External link for AgencyBloc
- Industry
- Software Development
- Company size
- 51-200 employees
- Headquarters
- Cedar Falls, Iowa
- Type
- Privately Held
- Founded
- 2008
- Specialties
- Automated Workflow, Custom Reporting, Industry-specific CRM, Policy Management, Group Enrollment & Election Tracking, Agent Management, Commissions Processing, Carrier Tracking, Document Management, Lead Management, Dashboard Analytics, Activity Tracking, Email Marketing, Advanced & Saved Searches, Sales Enablement, Insurance Quoting, and Quoting & Proposals
Locations
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Primary
115 E 2nd St
Cedar Falls, Iowa 50613, US
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1860 NW 118th Street
Suite 210
Clive, IA 50325, US
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1100 Superior Ave E
1650
Cleveland, Ohio 44114, US
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Las Vegas, NV 89052, US
Employees at AgencyBloc
Updates
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Demystify Prescription Drug Plans (PDPs) in our upcoming webinar! Join experts Bill Hepscher and Marcie Strouse for a comprehensive overview, including: 📖 A deep dive into PDP history and the evolving landscape 📊 Actionable insights for optimizing your PDP sales strategy 📝 A breakdown of key changes from the CMS Final Rule impacting 2025 This webinar is ideal for insurance professionals seeking to: 🧠 Enhance their understanding of PDPs to better serve clients 🤔 Stay informed about critical regulatory updates 💪 Gain confidence in navigating the PDP market #agencybloc #insurtech #webinar #prescriptiondrugs #medicare #insurance #pdps #professionaldevelopment #compliance
📆 Our next Guest Webinar is coming up on Thursday, July 25! At "Understanding Prescription Drug Plans: An Overview & How to Sell PDPs in 2024", join Marcie Strouse and Bill Hepscher as they give an in-depth look at the history of PDPs, best practices for selling PDPs, and what agents need to know. Whether you already sell PDPs or are looking to broaden your portfolio, this webinar can provide additional insights to help your organization grow and stay informed. Register today ⤵ #agencybloc #insurtech #pdp #prescriptiondrugplans #healthinsurance #benefitsagency
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Learn how to effectively track insurance lead sources and use that information to grow your business ⤵️ If you Google the definition of “lead source,” you’re going to get many different variations of the same idea. To put it simply, a lead source is the first channel through which a contact hears about your health insurance agency, GA, or IMO/FMO. The most common lead sources for insurance organizations include: - Referrals - Purchased list - Social media - Website lead form - Google Adwords - Cold calling - Walk-ins/call-ins, and more. As a health, benefits, and senior insurance agency or upline, it’s likely you know what a lead source is – but why are they important to track? What value does knowing your most profitable lead source bring to your business? Read on at the link to learn how lead source tracking can help you boost your return on investment (ROI). 🔗https://bit.ly/3Ls0Bb5 #agencybloc #insurtech #insuranceagency #insuranceanalytics #generalagency #imo #fmo
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🎙️On the latest episode of the Insurtech Building Blocs Podcast, join us for a comprehensive discussion on employee benefits with Marcie Strouse, Partner at Capitol Benefits Group. This episode delves into the ever-changing group benefits market, offering valuable insights for businesses of all sizes. Watch or listen now ⤵ https://lnkd.in/gJ5-cvNg #agencybloc #insurtech #benefits #podcast
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📆 Our next Guest Webinar is coming up on Thursday, July 25! At "Understanding Prescription Drug Plans: An Overview & How to Sell PDPs in 2024", join Marcie Strouse and Bill Hepscher as they give an in-depth look at the history of PDPs, best practices for selling PDPs, and what agents need to know. Whether you already sell PDPs or are looking to broaden your portfolio, this webinar can provide additional insights to help your organization grow and stay informed. Register today ⤵ #agencybloc #insurtech #pdp #prescriptiondrugplans #healthinsurance #benefitsagency
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📈 Every organization is faced with the challenge of growth, and one of the factors that impacts growth is operational efficiency. Agent Equity Group faced similar challenges and needed a solution that was purpose-built for their industry and that would position them to scale appropriately. Since their migration from Salesforce to AgencyBloc’s AMS+ platform six years ago, the company has achieved over $50K in efficiency gains annually and a consistent 40% growth trajectory year-over-year. Read more about what Brian Platte, President & Founder at Agent Equity, has to say about leveling up with AgencyBloc ⤵️ 📰 https://bit.ly/4bqUSwv #agencybloc #insurtech #insurancefmo #testimonial
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🎉 Today is National Insurance Awareness Day! Help your clients celebrate by making sure they have the coverage they deserve. ️This is the perfect time to: 📞 Reach out to clients and offer a free policy review. 📣 Share educational content about different types of insurance. 👥 Host a webinar on common insurance misconceptions. Empower your clients with knowledge, and let the #1 Recommended Insurance Industry Growth Platform empower you. #NationalInsuranceAwarenessDay #AgencyBloc #Insurtech #InsuranceAgents #AgencyManagement #ClientEducation
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We've spent a decade together, and it's only getting better. Thank you for sharing your story, Pam Stout!
Medicare Expert & Agency Owner | Understanding Medicare should be as easy as riding a bike. Let me show you how!
Having a growing CRM to use in our Agency is priceless. When you run a tight ship and have to be efficient as possible, Agencybloc helps us do just that. Keeps us on track with follow-up, status tracking of an application to commission tracking. Search policy or carrier specific information, it’s there! Thanks AgencyBloc for all you do, being involved in the insurance industry. If you are looking for a CRM, shoot me a message for more details. Happy to share the real life stuff. This is not a paid advertisement, truly a happy client and a shout out! Let’s go GREEN! #NABIP2024
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✈ Our team was thrilled to travel to Chicago last week and help sponsor the NABIP 2024 Annual Convention! It was so rewarding to learn more about NABIP's impact on the entire insurance industry while connecting with partners, clients, and clients alike. We can't wait to go back! #NABIPAC2024 #AgencyBloc #Insurtech
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