AgencyBloc provides an agency management system and CRM specifically designed for health and life insurance organizations, aimed at facilitating compliance management and growth.

AgencyBloc

AgencyBloc | 4,135 followers on LinkedIn. The #1 Recommended Insurance Industry Growth Platform serving the health, benefits, and senior insurance space. | 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.

Product Design at AgencyBloc

Josh Crain

Cory Schmidt

Adam Lewis

Executive Leadership | Technical Innovation | Business Acumen & Revenue Growth | Strategic Planning & Direction

Andrew Laytin

📰 Hot off the presses: We announced our upcoming integration with SunFire ! This integration reaffirms our goal of connecting our clients to cutting-edge industry tools and resources that drive growth and operational excellence. Read more in the press release below ⤵ #agencybloc #sunfire #insurtech #medicare #pressrelease

👏 Great news for insurance industry professionals! We have expanded our compliance features to help you manage regulatory requirements with ease. Our new features simplify ACA Attestation, Scope of Appointment (SOA), ACA Consent to Contact, and much more. Read more about these helpful features below ⤵️ #agencybloc #insurance #insuranceagent #compliance

💸 Are you looking for ways to offer your clients more competitive group health insurance plans? Level-funded plans can be a great option for businesses looking for predictable costs and potential for cost savings. Continue reading to dive into what level-funded plans are, the benefits and drawbacks to consider, and how they compare to other options. 🔗 https://bit.ly/4hQmUWy #agencybloc #insurtech #insurance #groupbenefits #levelfundedplans #employeehealth

Individual agents won't want to miss this 10-minute meeting with our very own Eric Conrad ! Learn how you can start Medicare plan quotes in AgencyBloc 's AMS+ and seamlessly sync enrollment data from ConnectureDRX 's PlanCompare Edge for Agents back to AMS+. #insurtech #agencybloc #insuraceagent #medicare #medicarequoting

🇺🇸 Veterans Day celebrates all United States Armed Forces military veterans. Join us in thanking all veterans for their service, commitment, and dedication!

Lets talk about overcoming technology adoption fears 😱 When it comes to business management, technology is a standard. But not all technology is made equally, and sometimes, you have to change your technology to achieve your agency’s goals. Even though agencies know they need to change, the fear of adopting new technology persists. Read on to dive into four of the major fears you might have about new technology adoption and discuss how you can overcome each! 🔗 https://bit.ly/48y0TIb #agencybloc #insurtech

Don’t let your agency’s growth be a ghost story 👻 Happy Halloween from AgencyBloc! #Halloween #Insurtech #AgencyGrowth

🔒 Is your data secure? Vet your current agency management system (AMS) or a new one to ensure you're partnering with the right company. Use our checklist to cover all of the necessary security questions to keep your data safe and secure. 📄 [Free PDF] Agency Management System Security Questions Checklist https://bit.ly/3Yz1ENK

🚨🚨 Breaking News! We've expanded our integration with ConnectureDRX to include their new PlanCompare Edge for Agents solution! PlanCompare Edge for Agents by ConnectureDRX allows individual agents to quote and enroll their clients into Medicare plans. This new integration allows AgencyBloc’s AMS+ users to seamlessly sync data to PlanCompare Edge for Agents, and completed enrollments will automatically sync back to AMS+. Learn more about the new integration below ⤵️ #insurtech #medicare #medicarequoting #agencybloc #connecturedrx

🎧 🎙️ New Podcast Episode Alert! In this episode of the Insurtech Building Blocs Podcast, AgencyBloc's Tim Robinson and Cory Schmidt discuss the Annual Enrollment Period (AEP) and the challenges faced by Medicare agents. They are joined by Jason Schmittgens and Andrew Tutaj from ConnectureDRX who introduce their new product, PlanCompare Edge for Agents, designed to streamline the quoting and enrollment process for individual agents. The conversation covers the need for connected platforms, the response from IMOs and FMOs, and insights on how agents can benefit from their new solution and the upcoming integration with AgencyBloc's AMS+. Watch the latest episode here ⤵️

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CEO & Co-Founder

Founder

Damani grey

Chief Growth Officer

Erica Kiefer

Chief Revenue Officer (CRO)

Heath Macarthur

Chief Financial Officer

Scott Poitevent

VP of Sales

Jeff Thibadeau

VP of Client Success

Kelly Kimmich

Director of Engineering

Becky Cox

Human Resources Director

Bernadette Maloney

Controller

Dolene Bauer

Adi Filipovic

Robert Burns

Chief Product Officer

CTO & Co-Founder

Tim Robinson

Chief Executive Officer

Marketing Companies With More Than 10 Employees (Top 10K)

Sales Companies With More Than 10 Employees (Top 10K)

Insurance Companies With More Than 100 Employees

Marketing Companies With More Than 100 Employees

AgencyBloc helps life and health insurance agencies grow their business by organizing and automating their operations using a combination of an industry-specific CRM, commissions processing and integrated marketing automation.

They believe that ease of use is the foundation of a great tool and that product features should be obvious to their users. As a result of this belief, they use clear language and visual cues to help their clients process efficiently and without friction.They believe that specializing in the health and life insurance vertical allows their clients to focus on nurturing their client relationships and gaining new business rather than spending time configuring a cookie-cutter CRM.

Resurgens Technology Partners

Private Equity Round - AgencyBloc

Debt Financing - AgencyBloc

Computer and Software Services and Scientific Services

Cedar Falls

Iowa

United States

North America

AgencyBloc Expands Compliance Features to Help Agents Stay On Top of Regulatory Requirements

AgencyBloc partners with SunFire

AgencyBloc and SunFire To Forge New Integration that Empowers Insurance Agencies

AgencyBloc Announces AMS+ Integration with Senior Market Sales’ Lead Advantage Pro®

Stevens & Associates Insurance Agency Achieves Unprecedented Operational Efficiency with AgencyBloc

Agent Equity Achieves Significant Growth & Savings with AgencyBloc

AgencyBloc Broadens User Conference Access to Industry

AgencyBloc and Ideon Partner to Enhance the Benefits Quoting Experience for Agencies

AgencyBloc Boosts Group Benefits Plan Options for General Agencies

An all-encompassing agency management system designed for sales and servicing in the insurance industry, focusing on client retention and compliance.

A solution for streamlining the process of managing and processing commissions, designed to save time and uncover missing compensation.

A tool for quoting, proposal generation, and enrollment to streamline sales and renewals for benefits agencies.

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