AgencyBloc

Overall: We have been very satisfied with Abloc. Even with work arounds it has very much helped us streamline our daily work flows. And now that the Sales Pipeline is available, we are better able to track our leads even better than we had hoped for.
Pros: We had been looking for a better way to keep track of any and all actions that had occurred on a client’s policy. Abloc gave us the ability to track all activities and have an easy way to find the history for any action taken over time.
Cons: Tracking leads was a huge issue for us. We felt hindered on being able to track a lead from first contact to issued policy in a way that worked for us.

Read Full Review Here

Overall: Implementing this in 2011 was a huge undertaking with our separate databases for information and commissions, and our old program did not necessarily play the nicest, but since we’ve been using it over 8 years now, it is so worth the switch. They have implemented new, useful tools for agencies going to this program since we switched, and it seems like they are always working on new things to make it better. I like being consulted when they are thinking about new items to roll out and how that would affect what we do, or if it is even worth it. Our reps are great and they are always a quick response away from a question or concern.
Pros: I like the web-based platform so we can access it anywhere. Prior to this, we were tethered to a server database. I also like that it is integrated between the database and commissions, as our prior commissions and information databases were not the same.
Cons: Many of my issues with things were learning to use it after we were used to our old database. I know there are some things we don’t need or use that I wish you could turn on/off, but that is a VERY minor complaint.

Read Full Review Here

What do you like best?
I like being uber-organized! Now that the first spreadsheets are well done being uploaded, I find myself using the Activities and Notes tabs most often. The Reports capability is very good and can quickly compile information I need in a snap. Having all the space and flexibility in creating a contact/adding details is nice as well. Assigning categories and priorities and the next mode of contact are helpful features. I can even assign a follow-up user other than myself.

What do you dislike?
This CRM does everything we need it to do. We have 6 people in our office using a different primary function but we can all build on the same task(s). It has really helped our team’s cohesion in regards to getting and staying organized.

Read Full Review Here

What do you like best?
I appreciate that the reps and Agency Bloc took the time to reach out to us about our experience and listen to our feedback.

I really value a company going out and searching for feedback. Most businesses aren’t proactive and usually wait for negative feedback to reach out.

What do you dislike?
With the Ease integration of Agency Bloc, I wish there were a few more connections. For instance, when I file a document like a summary of benefits, I also have to upload it to Ease. I’d like to alleviate the double work by having them sync.

Read Full Review Here

We have been very satisfied with Abloc. Even with work arounds it has very much helped us streamline our daily work flows. And now that the Sales Pipeline is available, we are better able to track our leads even better than we had hoped for.

Pros

We had been looking for a better way to keep track of any and all actions that had occurred on a client’s policy. Abloc gave us the ability to track all activities and have an easy way to find the history for any action taken over time.

Cons

Tracking leads was a huge issue for us. We felt hindered on being able to track a lead from first contact to issued policy in a way that worked for us.

Read Full Review Here