Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

Your goal is to establish a thriving insurance agency, but the challenge lies in effectively serving existing clients while also drawing in new ones. We can guide you on enhancing your agency's sales, renewal rates, and overall profitability. Your success is our success, and we genuinely care about the growth of your business because that’s the right approach. Every agency has its own unique characteristics, and our training team goes well beyond just the fundamentals to ensure you fully leverage Agency Advantage in your processes. While we may not manufacture phones, laptops, or printers, we certainly understand the importance of these tools in your operations. Additionally, our responsive and friendly support team is always ready to address any technical inquiries you may have regarding Agency Advantage. By partnering with us, you can expect tailored support that aligns with your specific needs and goals.

Description

AgencyBloc's Plus Suite offers a comprehensive set of tailored solutions for health, senior, and benefits agencies, enabling them to streamline their data management, maintain compliance, automate processes, and enhance client and policy management, ultimately facilitating a smoother path to sustainable growth while overcoming various obstacles. This innovative platform is designed specifically to cater to the unique needs of the insurance industry, ensuring agencies can thrive in a competitive landscape.

API Access

Has API No 

API Access

Has API Yes 

Screenshots View All

Screenshots View All

Integrations

AgentMethods No 
Ease No 
Employee Navigator No 
Five9 No 
Formstack Yes 
Intulse No 
ReviewInc No 
Xinix No 
Zapier No 

Integrations

AgentMethods Yes 
Ease Yes 
Employee Navigator Yes 
Five9 Yes 
Formstack No 
Intulse Yes 
ReviewInc Yes 
Xinix Yes 
Zapier Yes 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

$109.00/month
Plans start at $109/month and are customized to each agency.
Free Trial Yes 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows Yes 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person No 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

Agency Advantage

Founded

1990

Country

United States

Website

www.agencyadvantage.com

Vendor Details

Company Name

AgencyBloc

Founded

2008

Country

United States

Website

www.agencybloc.com

Product Features

Insurance Agency Management

Claims Management Yes 
Commission Management Yes 
Contact Management Yes 
Document Management Yes 
Insurance Rating No 
Life & Health Yes 
Policy Management Yes 
Property & Casualty Yes 
Quote Management Yes 

Product Features

Commission

Affiliate Management No 
Agency Commission Yes 
Commission Calculations Yes 
Commission Scheduling Yes 
Commission Tracking Yes 
Compliance Management No 
Flat Commissions Yes 
Incentive Programs No 
Multi-Tiered Commissions Yes 
Percentage Commissions Yes 
Sliding Scale Commissions No 
Split Commissions Yes 

CRM

Calendar/Reminder System Yes 
Call Logging Yes 
Document Storage Yes 
Email Marketing Yes 
Internal Chat Integration No 
Lead Scoring No 
Marketing Automation Integration Yes 
Mobile Access No 
Quotes / Proposals No 
Segmentation No 
Social Media Integration No 
Task Management Yes 
Territory Management No 

Insurance Agency Management

Claims Management No 
Commission Management Yes 
Contact Management Yes 
Document Management Yes 
Insurance Rating No 
Life & Health Yes 
Policy Management Yes 
Property & Casualty No 
Quote Management No 

Insurance Policy

Cancellation Tracking No 
Claims Tracking Yes 
Policy Generation No 
Policy Issuance No 
Policy Processing Yes 
Quotes / Estimates No 
Rating Engine No 
Reinstatement Tracking No 
Reinsurance Administration No 
Renewal Management Yes 
Underwriting Management No 

Quoting

Automated Quoting Yes 
Catalog Management Yes 
Client Portal No 
Contact Management No 
Customer Accounts No 
Customizable Branding No 
Discount Management No 
Forms Creation Yes 
Pricing Management No 
Product Configurator Yes 
Proposal Management Yes 

Alternatives

AgencyZoom Reviews

AgencyZoom

Vertafore

Alternatives

Commissionly Tracker Reviews

Commissionly Tracker

Commissionly
Macaw AMS Reviews

Macaw AMS

Nest Innovative Solutions
Macaw AMS Reviews

Macaw AMS

Nest Innovative Solutions
Eclipse Reviews

Eclipse

North American Software Associates
InsureEdge Reviews

InsureEdge

Damco Solutions