Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
A cloud-based platform guarantees that you can avoid the hassle of purchasing and managing servers in your workplace. Agency Office hosts all its applications and websites from a top-tier data center located in the UK, utilizing a robust array of servers that operate on a virtualized infrastructure. These servers are designed with a load-balanced and highly resilient architecture, featuring automated failovers, real-time backups, consistent off-site backups, and redundant hardware systems. The software is tailored for business transfer agents and commercial property agents. Agency Office offers cloud-hosted customer relationship management (CRM) software and leading responsive websites specifically for commercial property and business transfer agents. With cloud-based solutions, you can rest assured that server management is no longer a concern for your offices. Our design follows best practices for menu and screen layouts, ensuring a user-friendly experience through commonality in interface design. By leveraging these advanced technologies, we enhance operational efficiency and provide peace of mind for our clients.
Description
AgencyBloc's Plus Suite offers a comprehensive set of tailored solutions for health, senior, and benefits agencies, enabling them to streamline their data management, maintain compliance, automate processes, and enhance client and policy management, ultimately facilitating a smoother path to sustainable growth while overcoming various obstacles. This innovative platform is designed specifically to cater to the unique needs of the insurance industry, ensuring agencies can thrive in a competitive landscape.
API Access
Has API
No
API Access
Has API
Yes
Integrations
AgentMethods
No
Ease
No
Employee Navigator
No
Five9
No
Intulse
No
ReviewInc
No
Xinix
No
Zapier
No
Integrations
AgentMethods
Yes
Ease
Yes
Employee Navigator
Yes
Five9
Yes
Intulse
Yes
ReviewInc
Yes
Xinix
Yes
Zapier
Yes
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Pricing Details
$109.00/month
Plans start at $109/month and are customized to each agency.
Free Trial
Yes
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
Yes
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
Yes
Vendor Details
Company Name
Agency Office
Country
United Kingdom
Website
www.agencyoffice.net/cloud
Vendor Details
Company Name
AgencyBloc
Founded
2008
Country
United States
Website
www.agencybloc.com
Product Features
Insurance Agency Management
Claims Management
No
Commission Management
No
Contact Management
No
Document Management
No
Insurance Rating
No
Life & Health
Yes
Policy Management
No
Property & Casualty
Yes
Quote Management
No
Insurance Policy
Cancellation Tracking
No
Claims Tracking
No
Policy Generation
No
Policy Issuance
No
Policy Processing
No
Quotes / Estimates
No
Rating Engine
No
Reinstatement Tracking
No
Reinsurance Administration
No
Renewal Management
No
Underwriting Management
No
Insurance Underwriting and Rating
Broker / Agent Portal
No
Carrier Upload
No
Commercial Lines
No
Comparative Insurance Rating
No
Customer Portal
No
For Casualty Insurance
No
For Health / Medical Insurance
No
For Life Insurance
No
For Personal Insurance
No
Multi-State
No
Multiple Line Rating
No
Product Features
Commission
Affiliate Management
No
Agency Commission
Yes
Commission Calculations
Yes
Commission Scheduling
Yes
Commission Tracking
Yes
Compliance Management
No
Flat Commissions
Yes
Incentive Programs
No
Multi-Tiered Commissions
Yes
Percentage Commissions
Yes
Sliding Scale Commissions
No
Split Commissions
Yes
CRM
Calendar/Reminder System
Yes
Call Logging
Yes
Document Storage
Yes
Email Marketing
Yes
Internal Chat Integration
No
Lead Scoring
No
Marketing Automation Integration
Yes
Mobile Access
No
Quotes / Proposals
No
Segmentation
No
Social Media Integration
No
Task Management
Yes
Territory Management
No
Insurance Agency Management
Claims Management
No
Commission Management
Yes
Contact Management
Yes
Document Management
Yes
Insurance Rating
No
Life & Health
Yes
Policy Management
Yes
Property & Casualty
No
Quote Management
No
Insurance Policy
Cancellation Tracking
No
Claims Tracking
Yes
Policy Generation
No
Policy Issuance
No
Policy Processing
Yes
Quotes / Estimates
No
Rating Engine
No
Reinstatement Tracking
No
Reinsurance Administration
No
Renewal Management
Yes
Underwriting Management
No
Quoting
Automated Quoting
Yes
Catalog Management
Yes
Client Portal
No
Contact Management
No
Customer Accounts
No
Customizable Branding
No
Discount Management
No
Forms Creation
Yes
Pricing Management
No
Product Configurator
Yes
Proposal Management
Yes