Agency Management System

AgencyBloc

AgencyBloc is a web-based customer relationship management system for the insurance industry. It was created to enable health and life insurance companies to provide more efficient, cost-effective service. Through the inclusion of functions like tracking policies, managing agents, and producing reports, the software can improve customer satisfaction. Right from the dashboard, insurance agents may examine the insurance agency’s current activity and take appropriate action.

Pros

• Unlike other similar products, AgencyBloc offers data migration services and can import electronic files to make the data-moving procedure easier.
• AgencyBloc is entirely web-based and doesn’t need to be downloaded or installed. There is also a Windows-compatible version.
• You may upgrade, downgrade, and cancel AgencyBloc’s monthly subscription at any time.
• Insurance firms of any size may use AgencyBloc’s capabilities.
• The software provides a mobile-specific app for iOS and Android smartphones.

Cons

• In contrast to other tools, the program supports English and no other languages.
• The reporting options in AgencyBloc could be improved by customizing them so that users may work on each policy separately.
• AgencyBloc’s initial setup is time-consuming compared to other insurance management software.

Best for:

All-size insurance companies that offer health, life, group benefits, and senior policies.

NextAgency

Next Agency specializes in life and health business. It helps you organize, manage and move from your agency’s data. NextAgency offers cutting-edge technology to manage and maintain your book of business from beginning to end.

Pros

• NextAgency is easy to customize for the way your agency works.
• NextBroker and NextHR help brokers run their agencies more effectively and efficiently.
• Excellent tool for small benefit agency management.
• Easy to use and no long-term contract is required.

Cons

• No commission calculation and scheduling feature.

Best For:
NextAgency helps health, elder, and life agencies as well as general agencies and FMOs save time, money, and clients. They assist large and small agencies alike in becoming more effective.

Applied Epic

Applied Epic is a cloud-based insurance system that facilitates the interchange of insurance data and information between brokers, agents, insurers, and customers. Administration of policies and benefits, license tracking, and document management are its important elements.

Pros

• Can run a lot of useful reports and does a great job with lead management.
• It’s structured and easy to train on.
• Easy to navigate to the necessary policy.

Cons

• Some of the questions in the applications are repetitive.
• The manual is not especially user-friendly.
• Can be difficult to integrate with other software programs.

Best for:

Insurance companies of all sizes sell with the help of the health-on-premise and web-based agency management platform. Companies can manage and track processes, client connections, and accounts while keeping an eye on new business prospects. life insurance, group insurance, and senior packages.