AgencyBloc

What do you like best?

Agency Bloc is incredibly user-friendly as an agency management tool not only from a technology perspective, but the support team as well. The representatives at Agency Bloc are at my fingertips to get immediate, consistent and knowledgeable assistance. I am able to count on seeing the same familiar names pop up in chat, emails, and at user meetup. This is incredibly reassuring for a company servicing thousands of health insurance clients. If I don't know how to pull information from my data, the members of the team are trusted colleagues that will construct solutions, training and anything else that we need to succeed!

The platform itself is quick and easy for every line in my team - from producer, CSR, admins, and commissions personnel, it is a system that is quickly picked up and direct with it's data points. This system is a vast improvement over other clunky databases.

What do you dislike?

There are just a few areas of the technology that I wish were improved. While the system is well built and offers customization to our needs, there are a few places where we have suggested we need tweaks to allow fields for specific common data points that have not yet been built. Secondly, the ability to more easily obtain data flow directly from Carriers into Agency Bloc, eliminating the need for manual data entry or repeated uploading is something we are counting on being in development soon. The insurance carriers are all over the map when it comes to conformity of data, but Agency Bloc is just the type of cutting edge, creative and driven company to break into this industry-wide problem and become a data hero!

Something we would prefer is if the workflows involving use of Agency Bloc controlled emails is the ability to have more bells and whistles available in the email itself. Allowing graphics, templates, formatting and other tools (think Constant Contact) would allow for more professional and state of the art communication with our clients. We are company embracing video, photos, and other means to hold our clients attention and be relevant in the digital world.

What problems are you solving with the product? What benefits have you realized?

Just in the past year we have added the commission features to our processes and are finding this to be come easier and easier as time passes. It was a hurdle for our company for a while, but it's coming along and we hope to be able to fully utilize the benefits of those features soon. Being able to tell when we have not been paid correctly by a carrier is a powerful tool that can give us an edge with keeping our financials accurate and put us in an even better position to acquire more business. We are already beginning to see more consistent data in this area allowing us to be more efficient with time and finding costly omissions faster.