List of AgencyBloc Customers
Agencybloc
115 E 2nd St,
Cedar Falls, 50613, IA,
United States
Cedar Falls, 50613, IA,
United States
1 866-338-7075
Professional Services
150
$25M
Since 2010, our global team of researchers has been studying AgencyBloc customers around the world, aggregating massive amounts of data points that form the basis of our forecast assumptions and perhaps the rise and fall of certain vendors and their products on a quarterly basis.
Each quarter our research team identifies companies that have purchased AgencyBloc for Agency Management from public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources, including the customer size, industry, location, implementation status, partner involvement, LOB Key Stakeholders and related IT decision-makers contact details.
Companies using AgencyBloc for Agency Management include: Premera Blue Cross, a United States based Insurance organisation with 3200 employees and revenues of $3.40 billion, Agencybloc, a United States based Professional Services organisation with 150 employees and revenues of $25.0 million, TLC Insurance Group & Wealth, a United States based Insurance organisation with 125 employees and revenues of $15.0 million, James M. Morrison Insurance Services, Inc, a United States based Insurance organisation with 19 employees and revenues of $3.0 million, Foy Benefits, Inc, a United States based Insurance organisation with 12 employees and revenues of $2.0 million and many others.
Contact us if you need a completed and verified list of companies using AgencyBloc, including the breakdown by industry (21 Verticals), Geography (Region, Country, State, City), Company Size (Revenue, Employees, Asset) and related IT Decision Makers, Key Stakeholders, business and technology executives responsible for the CRM software purchases.
The AgencyBloc customer wins are being incorporated in our Enterprise Applications Buyer Insight and Technographics Customer Database which has over 100 data fields that detail company usage of CRM software systems and their digital transformation initiatives. Apps Run The World wants to become your No. 1 technographic data source!
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| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight |
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Agencybloc | Professional Services | 150 | $25M | United States | AgencyBloc | AgencyBloc | Agency Management | 2014 | n/a |
In 2014 Agencybloc deployed AgencyBloc as its Agency Management System and CRM on its website to centralize customer records for a United States professional services firm with roughly 150 employees. Agencybloc AgencyBloc Agency Management System and CRM supports sales and client services functions, consolidating contact, policy, and opportunity data into a single system of record.
The AgencyBloc implementation emphasized core agency management capabilities including contact and commission management, policy and contract tracking, workflow automation for sales and service processes, email marketing and activity tracking, and operational reporting through dashboards. AgencyBloc was configured to manage client lifecycles, commission calculations and task orchestration, reflecting standard functional workflows consistent with an Agency Management System and CRM.
Operational ownership is aligned to sales and client services, with configuration built around role based access controls and standardized data governance to maintain a single customer view. The deployment is surfaced on Agencybloc's website for client engagement and lead capture, and the implementation stresses systemized sales and client servicing processes rather than custom integration footprints.
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Compensation Programs | Insurance | 10 | $1M | United States | AgencyBloc | AgencyBloc | Agency Management | 2019 | n/a |
In 2019, Compensation Programs implemented AgencyBloc as its Agency Management System and CRM to centralize client, policy, and commission data. The deployment uses AgencyBloc as a cloud SaaS platform embedded on the company's website to capture lead and client intake flows directly into the application. Functional capabilities configured include contact and policy management, commission processing, activity automation, and reporting typical of an Agency Management System and CRM.
The small US-based insurance firm of 10 employees uses AgencyBloc across sales, producer compensation, and operations, with an internal administrator managing configuration and record governance. AgencyBloc forms on the website route web inquiries into the system to support quote follow up and policy lifecycle tracking. The implementation prioritized consolidation of customer records and formalization of commission workflows through AgencyBloc as the Agency Management System and CRM.
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Davenport & Associates Inc. | Insurance | 5 | $1M | United States | AgencyBloc | AgencyBloc | Agency Management | 2020 | n/a |
In 2020, Davenport & Associates Inc. implemented AgencyBloc, an Agency Management System and CRM, to centralize commissions processing and book of business management for their five-person insurance agency in the United States. The implementation consolidated client, policy, and commission records into AgencyBloc's cloud-based environment, enabling access during client meetings and remote work. AgencyBloc's commissions processing module became the primary draw, embedding commission calculations and posting into the same system used for CRM and agency management.
They also adopted AgencyBloc's carrier statement upload capability to ingest statements directly from carriers, reducing manual entry and streamlining reconciliation workflows. Configuration work focused on commission posting rules, statement import mapping, and CRM contact linkage, aligning sales activity with back-office accounting tasks. Davenport & Associates Inc. reported that the updated AgencyBloc interface and layout makes operational tasks simpler and more accurate, improving day-to-day processing and access to book of business information.
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Foy Benefits, Inc | Insurance | 12 | $2M | United States | AgencyBloc | AgencyBloc | Agency Management | 2020 | n/a |
In 2020, Foy Benefits, Inc implemented AgencyBloc as its Agency Management application. The 12 person insurance agency discovered AgencyBloc at the Employee Navigator conference in 2017 and selected the system to achieve a more user friendly, updated platform with a fluid integration to Employee Navigator and built in commission processing capabilities.
The AgencyBloc deployment emphasized core Agency Management capabilities, including commission processing workflows, a carrier tab designed to centralize carrier logins and credentials, a customizable Lead Form builder used for website lead generation, and Dashboard Analytics with Personal Dashboards for operational reporting. Configuration focused on form templates for web intake, commission processing configuration, and dashboard widgets to visualize agency trends during recurring meetings.
Integrations included an explicit, fluid connection to Employee Navigator to synchronize benefits and enrollment related data with AgencyBloc records. Operational coverage centered on sales and operations teams within the agency, with the carrier tab reducing friction for staff who need direct access to multiple carrier portals.
Governance and process changes prioritized embedding Dashboard Analytics and Personal Dashboards into regular management meetings and standardizing inbound lead handling through the Lead Form builder. The agency reports that AgencyBloc helped them manage and process commissions, consolidate carrier access for more efficient workflows, and better illustrate trends to inform next steps.
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James M. Morrison Insurance Services, Inc | Insurance | 19 | $3M | United States | AgencyBloc | AgencyBloc | Agency Management | 2016 | n/a |
In 2016 James M. Morrison Insurance Services, Inc implemented AgencyBloc as its Agency Management system. The small, 19-employee insurance broker evaluated Salesforce but prioritized a purpose-built platform after determining the high customization effort and consultant costs required by generic CRM projects were not aligned with its client focused, client funded operating model.
The implementation emphasized core Agency Management capabilities, including a centralized contact and policy database, commission processing workflows, reporting and analytics, and automation of routine agency tasks consistent with industry-standard functionality. AgencyBloc was deployed as a cloud SaaS solution, with the vendor’s data migration expertise used to transition 18 years of agency records into a consolidated system. Operational scope covered client services and back office operations, and governance focused on standardizing data models and workflow ownership to keep configuration light and avoid heavy custom development.
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Healthcare | 10 | $1M | United States | AgencyBloc | AgencyBloc | Agency Management | 2022 | n/a |
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Insurance | 3200 | $3.4B | United States | AgencyBloc | AgencyBloc | Agency Management | 2020 | n/a |
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Insurance | 10 | $1M | United States | AgencyBloc | AgencyBloc | Agency Management | 2020 | n/a |
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Insurance | 10 | $2M | United States | AgencyBloc | AgencyBloc | Agency Management | 2021 | n/a |
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Insurance | 125 | $15M | United States | AgencyBloc | AgencyBloc | Agency Management | 2022 | n/a |
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| Logo | Company | Industry | Employees | Revenue | Country | Evaluated | ||
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FAQ - APPS RUN THE WORLD AgencyBloc Coverage
AgencyBloc is a Agency Management solution from AgencyBloc.
Companies worldwide use AgencyBloc, from small firms to large enterprises across 21+ industries.
Organizations such as Premera Blue Cross, Agencybloc, TLC Insurance Group & Wealth, James M. Morrison Insurance Services, Inc and Foy Benefits, Inc are recorded users of
AgencyBloc for Agency Management.
Companies using AgencyBloc are most concentrated in Insurance and Professional Services, with adoption spanning over 21 industries.
Companies using AgencyBloc are most concentrated in United States, with adoption tracked across 195 countries worldwide. This global distribution highlights the popularity of AgencyBloc across Americas, EMEA, and APAC.
Companies using AgencyBloc range from small businesses with 0-100 employees - 70%, to mid-sized firms with 101-1,000 employees - 20%, large organizations with 1,001-10,000 employees - 10%, and global enterprises with 10,000+ employees - 0%.
Customers of AgencyBloc include firms across all revenue levels — from $0-100M, to $101M-$1B, $1B-$10B, and $10B+ global corporations.
Contact APPS RUN THE WORLD to access the full verified AgencyBloc customer database with detailed Firmographics such as industry, geography, revenue, and employee breakdowns as well as key decision makers in charge of Agency Management.