AGENCY LIST

Agencybloc

Iowa, United States
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CRM and commissions platform for health and life insurance agencies and carriers

AgencyBloc provides an agency management system built specifically for health and life insurance, serving insurance agents and agencies, uplines (GA/IMO/FMO), and health insurance carriers. Its product suite includes AMS+, Commissions+, Engage+, and Quote+, covering commissions processing, data organization and compliance, marketing and lead management, and quoting and enrollment efficiency. The platform is HIPAA compliant and regularly audited for HITRUST and SOC 2 Type II.

AgencyBloc Intelligence, built into AMS+, supports automation across commissions and client data handling, while a ready-for-you digital marketing tool addresses lead generation for insurance-specific audiences. Quote+ is aimed at accelerating small group quoting and enrollment, helping agencies centralize processing, marketing, and compliance functions within a single system.

18
YEARS IN BUSINESS
7
SERVICES

Capabilities

Category

CRM and RevOps

Services

What these services involve

Data Hygiene and Sync
Data Hygiene and Sync for crm and revops buyers. Clear scope, measurable outcomes, and reliable delivery.
HubSpot Implementation
HubSpot Implementation for crm and revops buyers. Clear scope, measurable outcomes, and reliable delivery.
Lead Routing and Enrichment
Lead Routing and Enrichment for crm and revops buyers. Clear scope, measurable outcomes, and reliable delivery.
Process Design and Playbooks
Process Design and Playbooks for crm and revops buyers. Clear scope, measurable outcomes, and reliable delivery.

Agency details

Founded
2008 (18 years)

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Agencybloc is listed on Agency List as part of our global directory of professional agencies. Profiles are compiled using a combination of agency-submitted information, publicly available data, and Agency List classification systems.

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Local context

Agencybloc operates in Iowa, United States serving clients locally and beyond. Agency List organizes firms by geography to help buyers understand the distribution of agencies across regions and markets.

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Data notes

Profile information is derived from agency submissions and public sources. Some attributes may be estimated and are updated over time as additional data becomes available.