AgencyBloc
Agency management, commissions processing and quoting platform for life & health agencies.
Category: CRM & Follow-up
Lines of business: Life, Health
Pricing: See pricing page on site: https://www.agencybloc.com/pricing
Website: https://www.agencybloc.com
Last checked 2026-10-16. Info is from the vendor's public site; verify before buying.
What agents use it for
Example prompt
In AgencyBloc AMS+, build this cadence as a lead-nurturing Automated Workflow (timed emails, texts and agent tasks). Where your plan includes AgencyBloc Intelligence, its Voicemail Activity Generator suggests the next follow-up step from a client voicemail for you to review and confirm.
Example prompt
Use AgencyBloc's AMS+ for life & health clients, policies and commissions; AgencyBloc Intelligence (its built-in AI) works inside the features you use daily. Set up the standardized fields and tags from this task.
Review AI output for accuracy and compliance; never paste client PII.
Similar tools
Applied Epic
Agency management system from Applied Systems used by independent agencies.
CRM & Follow-upP&C, BenefitsGoHighLevel
All-in-one sales and marketing automation platform (CRM, SMS/email follow-up, funnels).
CRM & Follow-upAllSalesforce Financial Services Cloud
Salesforce CRM for financial services and insurance with built-in AI.
CRM & Follow-upAllWealthbox
CRM hub for financial professionals to collaborate on clients and automate busywork.
CRM & Follow-upLife, Annuities