agencybloc Reviews & Pricing

Key Features

• Agency Management: Maintain complete visibility over user groups, company information, policy data, claims and more. Keep tabs on enrollments, renewals and leads with automated communication and task assignment. Centralize all agent information and paperwork to calculate commissions accurately. 
• Policy Management: Stay up-to-date with the agency’s policy-to-product ratio. Connect policies with associated individuals and resources. Set up automated reminders for upcoming tasks. 
• Carriers: Centralize all carrier information to track policy ownership and best-selling products. 
• Commissions: Manually enter commissions or import data from third-party sources. Automatically calculate total premiums, total commissions and net commissions based on existing policies, agents and payout rates. 
• Workflow Automation: Implement industry-specific fields or custom datasets to automate regular processes and daily communications. Integrate with Microsoft Outlook to automatically assign tasks from emails. Automatically notify clients about important dates, events and license expirations. Get an overview of automated processes; pause automation whenever required. 
  • Automated Prospecting: Automatically assign leads to suitable agents for follow-up activities. Assimilate information from Lead Forms to trigger emails and tasks. 
• Lead Distribution: Categorize leads according to servicing agent, lead source, activities due, lead date, status and more. Automatically assign the right leads to the suitable agents. Monitor interactions, communications, activities and opportunities with the sales pipeline module. Utilize the firm’s leads and sales data to uncover trends and patterns using data visualization. 
  • Lead Forms: Create custom lead forms and embed them on the firm’s website to capture leads effortlessly. Instantly notify available agents on completion of a form. 
  • Lead Follow-up: Set up automated email campaigns. Contact potential clients with rate quotes and agency-specific information after form submission. Track the source, status, priority and notes related to active leads in real time. 
• Client Management: Set up email marketing campaigns and newsletters with purpose-built customizable templates. Stay in touch with clients via consistent communications for events such as birthdays, enrollment reminders, upcoming renewals, carrier updates, policy changes and more. 
• Advanced Search: Search the agency database for specific documents with custom data fields. Save search queries and results for future reference. Search for particular agents based on clients, expiration dates, upcoming renewals and more. 
• Reporting: Run reports on lead sources, renewal dates, policies, agent license, carrier products, agents and more. Choose from a list of built-in reports or create custom ones. Calculate projected revenue based on products sold. Analyze commission data to compare actual commission amounts with projected totals. Get insights into the firm’s productivity metrics via charts and graphs. Track policies and payment history in real time to identify missed carrier commissions. 

Limitations

•  The onboarding process is lengthy and has a steep learning curve. 
•  The sales tracking process is complex. 
•  Users can share screens only through third-party video conferencing apps. 
•  Lacks mail merge function. 

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