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AgencyBloc

AgencyBloc is a life and health insurance industry-specific CRM and Agency Management System for agencies and agents. AgencyBloc Plus Suite combines CRM, marketing automation, quoting, enrollment, and commissions processing into one integrated platform.

What is AgencyBloc?

AgencyBloc's AMS+ is an all-in-one platform built for health, life, and group benefits insurance agencies, providing central CRM with full customer view (policies, communication logs, etc.), task automation, workflow management, and compliance tracking. Commissions+ streamlines commissions processing and management. Engage+ provides digital marketing tools. Quote+ serves as all-in-one quoting, proposal generation, and enrollment tool. The platform enables proactive customer outreach before policy lapses, relevant upsells/cross-sells, and ongoing engagement. Recognized as #1 Agency Recommended AMS in the health insurance space. G2 ranked it #1 in Best Financial Services Software Products for 2025.

Categories:

Education & Auto Vertical GTM — Finance

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AdvisorEngine CRM is a cloud-based wealth management software specifically designed for financial advisors, investment advisors, brokerage firms, and banks. AdvisorEngine delivers a complete wealth management platform that brings together CRM, portfolio management, rebalancing, client portal, digital onboarding, and business intelligence.

Altitude CRM

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Cirrus Insight

Transform your CRM experience with AI-driven sales tools

Cirrus Insight is an AI-powered sales and CRM tool that integrates with Salesforce, Gmail, and Outlook to automate data entry, provide conversation intelligence, and enable sales teams to book more meetings while maintaining clean CRM data.

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Your brand here

Reach our audience of professional directory owners and boost your sales.