#1 most frequent
United States of America
87.5%7 installations of 8
What is AgencyBloc AMS+?
AgencyBloc is an insurance agency management system from the company of the same name in Iowa, built around patient communication and customer relationship management, as well as back-office automation.
Categories & Use Cases
Media
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Screenshot of AgencyBloc Sales Pipeline
Who Buys & Uses AgencyBloc AMS+
We like AgencyBloc and it is good
Use Cases and Deployment Scope
It is a great way to keep track of sales and other CRM work. It is a great CRM and sales record tool. Very cost-effective and easy to use.
Pros
- CRM
- SALES
- Customer Service
- data repository
Cons
- More on line webinars.
- The training is good but would like more application based rather than general.
- Would like training to be more tools based rather than general training.
Most Important Features
- Sales.
- Customer Service.
Return on Investment
- Decent ROI and efficient work flow.
- Low cost of entry and quick to roll out.
- Effective and efficient.
Alternatives Considered
Five9
Other Software Used
Five9, Slack, Attribution in Google Analytics (Adometry)
Usability
Agency management system ideal for small Employee Benefits agencies
Pros
- It is very easy to use system. Tabs are clearly defined.
- With the Outlook Plug-in we are able to store emails for a particular activity. This is a very important feature.
Cons
- Outlook Plug-in. currently it is a two step process. Ideally, drag and move emails to each activity or client would be a real time saver.
Most Important Features
- Automated workflod
- Outlook Plug-in
Return on Investment
- Most Agency Management systems are expensive. AgencyBloc is really affordable.
Alternatives Considered
Vertafore Agency Platform
Other Software Used
AMS360, RSign
