AgencyBloc

The #1 Recommended Insurance Industry Growth Platform for health, benefits, and senior insurance agencies

Agency Management Established PE-Backed

Overview

AgencyBloc is the leading agency management platform purpose-built for life and health insurance agencies, brokers, IMOs, FMOs, and MGAs. Founded in 2008 by Adam Lewis, Cory Schmidt, and Marc Reifenrath in Cedar Falls, Iowa, the company began as a bootstrap startup in the Midwest's "Silicon Prairie" and has grown to serve over 6,500 agencies across the United States.

The company's Plus Suite is an all-in-one platform that combines a CRM, marketing automation, quoting and enrollment tools, and commissions processing to help agencies streamline operations and grow more efficiently. AgencyBloc specializes in serving independent health insurance agencies, Medicare-focused agencies, group benefits agencies, and insurance uplines (GA/IMO/FMO).

In September 2021, AgencyBloc received a strategic equity investment from Resurgens Technology Partners, enabling the company to substantially accelerate its sales, marketing, and product development initiatives. In February 2023, the company acquired Radius, a provider of sales enablement solutions with over 8,000 agent users, to expand capabilities for benefits brokers.

Products & Services

AMS+ (Agency Management System)

A comprehensive agency management system designed for group benefits, individual health, and Medicare insurance agencies to manage clients, policies, and compliance.

Key Features

Client and policy management CRM
Automated workflows and task management
Compliance management and tracking
Custom reporting and dashboard analytics
Document management

Target Users: Insurance Agencies, Brokers

Commissions+

Commissions processing platform that helps insurance agencies and uplines streamline commission management and identify missing commissions.

Key Features

Automated commissions processing
Commission reconciliation and tracking
Missing revenue identification
Carrier tracking and payment management
Agent payout management

Target Users: Insurance Agencies, IMOs, FMOs, Uplines

Quote+

All-in-one quoting, proposal generating, and enrollment tool for benefits agencies to streamline sales and renewals.

Key Features

Multi-carrier quoting comparison
Proposal generation
Group benefits enrollment
Renewal management
Sales pipeline tracking

Target Users: Group Benefits Agencies, Brokers

Engage+

Digital marketing platform with websites and email campaigns for insurance agencies.

Key Features

Pre-built marketing content library
Email marketing automation
Agency website builder
Lead capture and nurturing
Campaign analytics

Target Users: Insurance Agencies, Agents

At a Glance

Founded: 2008
Headquarters: Cedar Falls, Iowa
Employees: 51-200
Funding: PE-Backed

Category & Focus

Category: Agency Management
Subcategories: Insurance CRM Commissions Processing Marketing Automation Quoting & Enrollment
Insurance Verticals: Health Life & Annuity Group Benefits
Target Customers: Agents, Brokers, MGAs, IMOs, FMOs