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AgencyBloc, Inc.
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Today 8AM–5PM
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AgencyBloc, Inc.

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Join us tomorrow to discuss agency's plans to use technology this year. We'll be going over the results of our survey and agency's plans for database management, commissions processing & digital marketing.
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AgencyBloc, Inc.

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Do you have a sales follow-up process? Don't let a good prospect just walk away!
In order to ensure a prospect never falls through the cracks, you need to have a solid follow-up process in place. Here's an example of a sales follow-up.
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AgencyBloc, Inc.

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E&O preparedness is a combination of E&O insurance, setting guidelines and expectations for your team on client notes, and having the right system in place to keep your client records in order. Are you prepared?
E&O preparedness is a combination of E&O insurance, setting expectations for your team, and having the right system in place to maintain your client records.
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AgencyBloc, Inc.

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See what technology insurance agencies like yours are currently utilizing and what they plan to change for 2017.
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AgencyBloc, Inc.

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We use automation in our daily lives, why not use it in our work lives too?

Automation works in your favor, it simplifies your day, creates a more efficient way of living your daily life and doing your job.
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AgencyBloc, Inc.

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It's time to organize, automate & grow your life & health insurance agency!
Learn how the right technology can help you organize, automate & grow your life & health insurance agency
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AgencyBloc, Inc.

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Having a full pipeline may be what you need to land your next sale.
Increasing sales isn't just about what you say. It's about transferring confidence. Fill your prospect pipeline, build your confidence, and grow your business.
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AgencyBloc, Inc.

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Do you control your time or does someone else? - Find the balance between immediately responding & your productivity.
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Testimonials are good for you & your clients! Carl Maerz of Rocket Referrals explains in his post:
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AgencyBloc, Inc.

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McLaughlin & Smoak Benefits found efficiency, reporting & storage needs were met with AgencyBloc.

Read more about how AgencyBloc has helped their agency:
After almost a year, McLaughlin & Smoak has a single source to track all client information and policy data that seamlessly ties to their commission payments.
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The Millennial niche has a lot of potential for insurers, put the data to work for you.
Data analytic tools are now available to help carriers better understand an individual’s unique risk profile in near-real-time.
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AgencyBloc, Inc.

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What strategies are you using to get close 2016 & start 2017 on the right foot?
Reflecting on accomplishments as well as unfinished goals from the past year will set you up for success in the new year.
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Contact Information
Map of the business location
201 Washington St Cedar Falls, IA 50613
201 Washington StreetUSIowaCedar Falls50613
(866) 338-7075agencybloc.com
Software Company, Business Service
Software Company
Business Service
Information and Technology Services
Services Companies
Today 8AM–5PM
Tuesday 8AM–5PMWednesday 8AM–5PMThursday 8AM–5PMFriday 8AM–5PMSaturday ClosedSunday ClosedMonday 8AM–5PM
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Review Summary
2 reviews
"We moved from a much older server-based agency management system to AgencyBloc."
"AgencyBloc has been a great solution for my health insurance office."
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Sams/Hockaday & Associates's profile photo
Sams/Hockaday & Associates
3 years ago
We moved from a much older server-based agency management system to AgencyBloc. Being web-based AgencyBloc makes it so much easier to manage clients, policies and agents, and requires no software installations or server headaches. Our agents love that they now have direct access to their client info and can update records themselves, rather than going through office staff. The process of calculating and paying commissions has become much more efficient! There's room for improvement still but the guys at AgencyBloc are listening, and seem to be very open to suggestions.
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Tammy Masalonis's profile photo
Tammy Masalonis
3 years ago
AgencyBloc has been a great solution for my health insurance office. I used to struggle with a generic CRM to make it specific to health insurance. There was always something missing. Now it is a breeze to track clients, policies and conversations. I highly recommend AgencyBloc as your CRM if you sell any health insurance product.