AgencyBloc is tailored for insurance agencies, offering powerful solutions to manage client relationships and streamline operations. Ideal for small to medium-sized agencies, its standout features include commission tracking, client management, and integrated marketing capabilities, all designed to increase efficiency and growth.

What are the main features of AgencyBloc?

Comprehensive Commission Tracking

Transform the way your agency handles commission tracking with tools that simplify and automate processes.

• Calculate and distribute commissions accurately and efficiently.
• Access detailed reporting tools to gain insights into revenue streams.
• Manage carriers and track commissions for all sales representatives seamlessly.

Efficient Client Management

Enhance client management with tools designed to keep your agency organised and informed.

• Utilise advanced client databases to store and retrieve client information quickly.
• Leverage CRM tools to build lasting relationships with automated reminders and alerts.
• Maintain comprehensive client histories to provide personalised service.

Integrated Marketing Tools

Boost your agency’s outreach and engagement through integrated marketing tools.

• Create targeted email campaigns directly from the platform.
• Track campaign performance to refine your strategies and maximise impact.
• Utilise customisable templates to maintain brand consistency.