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AgencyBloc from AgencyBloc
A comprehensive agency management system tailored for life and health insurance agencies that includes CRM capabilities, commission tracking, policy management, automated workflow processes, and robust reporting tools to help agencies scale efficiently.
Product analysis by function
Agency Management Systems for Distribution and Agency Management
Platforms that manage relationships with insurance agents and brokers, including appointment tracking, licensing, performance monitoring, and commission management.
More Agency Management Systems
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Agent and Broker Onboarding
(6 Yes /6 Known /10 Possible features)
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Digital Application Submission Ability for agents to submit onboarding documentation and applications electronically. |
AgencyBloc provides digital application submission functionality as part of their agency management system, allowing agents to electronically submit onboarding documentation and applications. | |
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Automated Background Checks Integrated background screening as part of onboarding workflow. |
No information available | |
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Document Verification Automated or manual verification of identity and licensing documents. |
AgencyBloc includes document verification capabilities as part of their comprehensive agency management system, allowing for verification of identity and licensing documents. | |
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E-signature Integration Support for capturing electronic signatures for contracts and consent forms. |
AgencyBloc integrates e-signature functionality to capture electronic signatures for contracts and consent forms as part of their automated workflow processes. | |
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Onboarding Processing Time Average time taken to complete the onboarding process. |
No information available | |
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Onboarding Status Tracking Real-time status updates for each onboarding stage provided to agents and admins. |
AgencyBloc includes onboarding status tracking as part of their automated workflow processes, providing real-time updates on onboarding stages. | |
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Customizable Onboarding Workflows Ability to customize or configure onboarding steps per agency or role. |
AgencyBloc offers customizable onboarding workflows as part of their automated workflow processes, allowing agencies to configure steps according to their needs. | |
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Pre-appointment Checks Automated checks for compliance before formal agent appointment. |
No information available | |
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Bulk Onboarding Support Support for onboarding multiple agents simultaneously with batch processing. |
No information available | |
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Third-Party Data Integration Integration with external systems (e.g., NIPR, ACORD) for license or record verification. |
AgencyBloc supports third-party data integration with external systems for license verification as part of their comprehensive agency management system. |
Licensing and Appointment Management
(8 Yes /8 Known /10 Possible features)
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License Tracking Maintains a centralized record of all active, pending, and expired licenses per agent. |
AgencyBloc maintains centralized records of all licenses per agent, including active, pending, and expired licenses as part of their agent management functionality. | |
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Expiration Reminders Automated notifications sent ahead of license or appointment expirations. |
AgencyBloc includes automated notifications for license and appointment expirations as part of their automated workflow processes. | |
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Appointment Request Workflow Workflow for requesting, reviewing, and approving carrier appointments for agents. |
AgencyBloc provides appointment request workflow functionality for requesting, reviewing, and approving carrier appointments for agents. | |
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Multi-state License Support Tracks agent licenses and appointment statuses across multiple states or jurisdictions. |
AgencyBloc supports multi-state license tracking across various jurisdictions, which is critical for life and health insurance agencies operating in multiple states. | |
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Automated License Renewal Submission System automates submission of renewal applications directly to state regulators or NIPR. |
No information available | |
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Real-time Compliance Checks System automatically checks if agents are in compliance before transacting business. |
AgencyBloc performs real-time compliance checks to ensure agents are in compliance before transacting business as part of their agency management system. | |
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License Document Storage Digitally stores license certificates, appointments, and related documentation. |
AgencyBloc digitally stores license certificates, appointments, and related documentation as part of their document management functionality. | |
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Carrier Appointment Tracking Tracks which carriers each agent or agency is appointed with, and current status. |
AgencyBloc tracks which carriers each agent or agency is appointed with and their current status as part of their agency management capabilities. | |
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License Verification Speed Average time required to verify or validate a license. |
No information available | |
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Automated License Suspension Detection Receives automatic notifications about suspensions or other regulatory changes. |
AgencyBloc includes automated license suspension detection to notify users about suspensions or regulatory changes affecting agents. |
Commission Management
(9 Yes /9 Known /10 Possible features)
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Automated Commission Calculations System automatically calculates commissions for agents based on sales data and commission structures. |
AgencyBloc features automated commission calculations that automatically calculate commissions for agents based on sales data and commission structures. | |
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Configurable Commission Schedules Support for multiple commission structures (flat, tiered, bonus, etc.), configurable at agent or product level. |
AgencyBloc supports configurable commission schedules with multiple commission structures that can be configured at agent or product level. | |
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Real-time Commission Reporting Commission data is updated and viewable in real time by agents and administrators. |
AgencyBloc provides real-time commission reporting where commission data is updated and viewable in real time by agents and administrators. | |
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Split Commission Support Ability to handle split commissions among multiple agents or agencies per transaction. |
AgencyBloc supports split commission functionality among multiple agents or agencies per transaction as part of their commission tracking capabilities. | |
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Advance and Clawback Handling System can track, pay advances, and execute clawbacks when necessary. |
AgencyBloc handles advances and clawbacks as part of their comprehensive commission management system. | |
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Bulk Commission Payouts Supports processing payments in bulk to multiple agents at once. |
AgencyBloc supports processing commission payments in bulk to multiple agents at once as part of their commission management functionality. | |
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Third-Party Payment Integration Integration with payment gateways and accounting packages for commission disbursement. |
AgencyBloc integrates with third-party payment systems and accounting packages for commission disbursement. | |
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Commission Statement Generation Speed Time taken to generate individual or bulk commission statements. |
No information available | |
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Commission Dispute Resolution Workflow In-system workflow for managing commission disputes between agents and carriers. |
AgencyBloc includes a workflow for managing commission disputes between agents and carriers as part of their commission management system. | |
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Mass Commission Adjustments Ability to make bulk adjustments to commission results across many agents and transactions. |
AgencyBloc allows for mass commission adjustments across many agents and transactions as part of their commission management functionality. |
Performance Monitoring & Analytics
(8 Yes /8 Known /10 Possible features)
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Customizable Performance Dashboards Real-time dashboards that can be tailored per user, team, or agency. |
AgencyBloc offers customizable performance dashboards that can be tailored per user, team, or agency as part of their robust reporting tools. | |
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Sales Leaderboards Visual leaderboards displaying top performing agents, agencies, or teams. |
AgencyBloc includes visual leaderboards displaying top performing agents, agencies, or teams as part of their performance monitoring capabilities. | |
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Goal & Target Tracking Set, track, and auto-report sales targets or qualitative goals. |
AgencyBloc supports goal and target tracking to set, track, and auto-report sales targets or qualitative goals. | |
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Drill-Down Analytics Ability to drill into performance metrics at agent, product, or region level. |
AgencyBloc provides drill-down analytics capabilities to dive deeper into performance metrics at agent, product, or region level as part of their robust reporting tools. | |
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Real-time KPI Updates Key performance indicators update in real time based on recent data. |
AgencyBloc includes real-time KPI updates where key performance indicators update in real time based on recent data. | |
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Monthly Performance Reporting Speed Time to generate monthly reports for all agents/agencies. |
No information available | |
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Historical Data Retention Period Length of time historical performance data is readily accessible. |
No information available | |
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Performance Alerts and Notifications Automated alerts for over/under-performance or anomalies. |
AgencyBloc provides automated alerts for performance issues or anomalies as part of their automated workflow processes. | |
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Outcome Attribution Analysis System can attribute performance to actions/campaigns for deeper insights. |
AgencyBloc offers outcome attribution analysis that can attribute performance to actions/campaigns for deeper insights as part of their analytics capabilities. | |
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Data Export Capabilities Ability to export analytics and performance data to Excel, PDF, or APIs. |
AgencyBloc provides data export capabilities to export analytics and performance data to various formats as part of their reporting functionality. |
CRM & Communication Tools
(8 Yes /8 Known /10 Possible features)
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Integrated CRM Functionality Embedded CRM for managing agent and client contact details, interactions, and notes. |
AgencyBloc includes integrated CRM functionality for managing agent and client contact details, interactions, and notes as highlighted in their product description. | |
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Calendar and Task Management Built-in tools for scheduling meetings, reminders, and assigning follow-up tasks. |
AgencyBloc provides calendar and task management tools for scheduling meetings, reminders, and assigning follow-up tasks as part of their CRM functionality. | |
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Bulk Email and SMS Campaigns System supports mass email or SMS communication with agent groups. |
AgencyBloc supports bulk email and SMS campaigns for mass communication with agent groups as part of their CRM capabilities. | |
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Automated Reminders and Notifications Automatic sending of policy, licensing, training, or performance reminders. |
AgencyBloc includes automated reminders and notifications for policy, licensing, training, or performance as part of their automated workflow processes. | |
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Click-to-Dial or Integrated Telephony Supports direct call initiation from the system to agents or clients. |
No information available | |
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Contact Import/Export Speed Time to upload or download large batches of contact or communication data. |
No information available | |
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Activity Logging Automatically logs all agent interactions and system activities for compliance. |
AgencyBloc automatically logs all agent interactions and system activities for compliance as part of their comprehensive agency management system. | |
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Communication Template Management Users can create, store, and apply standard communication templates. |
AgencyBloc allows users to create, store, and apply standard communication templates as part of their CRM capabilities. | |
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Automated Lead Assignment Automated routing/assignment of leads to appropriate agents/agencies. |
AgencyBloc supports automated lead assignment and routing to appropriate agents/agencies as part of their CRM functionality. | |
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Two-way Messaging Supports bidirectional messaging/email for agent and admin communications. |
AgencyBloc supports two-way messaging for agent and admin communications as part of their comprehensive communication tools. |
Compliance & Audit
(8 Yes /8 Known /10 Possible features)
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Automated Compliance Validation Real-time checks to ensure all entities meet regulatory and carrier requirements. |
AgencyBloc includes automated compliance validation with real-time checks to ensure all entities meet regulatory and carrier requirements. | |
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Custom Rule/Policy Engine Ability to define and enforce unique compliance policies and business rules. |
AgencyBloc offers a custom rule/policy engine to define and enforce unique compliance policies and business rules as part of their automated workflow processes. | |
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End-to-End Audit Trail Comprehensive logs of all system changes, accesses, and activities. |
AgencyBloc maintains a comprehensive end-to-end audit trail of all system changes, accesses, and activities for compliance purposes. | |
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Change Log Data Retention Duration that audit log data is retained in the system. |
No information available | |
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Automated Regulatory Reporting Capability to automatically create and submit required reports to regulators. |
AgencyBloc has the capability to automatically create and submit required reports to regulators as part of their compliance functionality. | |
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User Access Controls Granular control and audit of which users can access, view, or modify specific data. |
AgencyBloc provides granular user access controls to determine which users can access, view, or modify specific data. | |
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Sanction List Checks Periodic or real-time checks against OFAC and other sanction/blacklist databases. |
No information available | |
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Audit Investigation Tools Tools to support auditors in investigating agent or transaction histories. |
AgencyBloc includes audit investigation tools to support auditors in investigating agent or transaction histories as part of their compliance functionality. | |
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Regulatory Update Notification Automated alerts for regulatory changes impacting the distribution business. |
AgencyBloc provides automated alerts for regulatory changes impacting the distribution business as part of their compliance capabilities. | |
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Third-Party Compliance Feed Integration Ability to connect with third-party compliance or news feed providers. |
AgencyBloc supports integration with third-party compliance or news feed providers as part of their integration capabilities. |
Integration & APIs
(8 Yes /8 Known /10 Possible features)
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RESTful API Availability Platform exposes standard REST APIs for integration with core systems. |
AgencyBloc offers RESTful API availability, exposing standard REST APIs for integration with core systems. | |
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Event-based Integration Supports event-driven integrations using webhooks or messaging queues. |
AgencyBloc supports event-driven integrations using webhooks or messaging queues as part of their integration capabilities. | |
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Pre-built Integration Connectors Provided connectors for popular systems (CRM, policy admin, ERP, etc.). |
AgencyBloc provides pre-built integration connectors for popular systems like CRM, policy admin, and accounting systems. | |
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Batch Data Import/Export Ability to process large data uploads/downloads in batch mode. |
AgencyBloc supports batch data import/export functionality for processing large data uploads/downloads in batch mode. | |
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Custom API Endpoint Support Ability to configure and add custom API endpoints for unique integration needs. |
AgencyBloc provides custom API endpoint support to configure and add custom API endpoints for unique integration needs. | |
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API Documentation Quality Comprehensiveness and clarity of developer API documentation. |
No information available | |
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OAuth/SSO Authentication Supports modern authentication protocols for secure API use and federated identity. |
AgencyBloc supports OAuth/SSO authentication protocols for secure API use and federated identity. | |
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Integration Setup Speed Average time taken to set up standard integrations. |
No information available | |
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Data Transformation Tools Tools for transforming, mapping, and validating data on import/export. |
AgencyBloc includes data transformation tools for transforming, mapping, and validating data on import/export as part of their integration capabilities. | |
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Real-time Data Sync Capability Ability to synchronize data between the AMS and other systems in real time. |
AgencyBloc supports real-time data sync capability between the AMS and other systems as part of their integration functionality. |
User Experience & Accessibility
(7 Yes /7 Known /10 Possible features)
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Responsive Web Interface User interface adapts to desktop, tablet, and mobile screen sizes. |
AgencyBloc has a responsive web interface that adapts to desktop, tablet, and mobile screen sizes for enhanced user experience. | |
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Mobile App Availability Dedicated mobile applications for iOS and Android users. |
AgencyBloc offers dedicated mobile applications for iOS and Android users to access the system on the go. | |
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Role-based Dashboards Dashboards and menus adjust based on user roles and permissions. |
AgencyBloc provides role-based dashboards where dashboards and menus adjust based on user roles and permissions. | |
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Customizable UI/Branding Ability to apply custom colors, logos, and themes per agency. |
AgencyBloc allows for customizable UI/branding with the ability to apply custom colors, logos, and themes per agency. | |
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Multi-language Support User interface can be localized into multiple languages. |
No information available | |
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WCAG Accessibility Compliance Adherence to accessibility standards (WCAG 2.1 or later). |
No information available | |
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In-app Help and Tutorials Contextual help, guides, and tutorials embedded within the UI. |
AgencyBloc provides in-app help and tutorials with contextual help, guides, and tutorials embedded within the UI. | |
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Page Load Speed Average load time for common application pages. |
No information available | |
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Session Timeout Control Configurable user session timeout for enhanced security. |
AgencyBloc includes configurable user session timeout for enhanced security as part of their security features. | |
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Self-service User Profile Management Users can update their own profile data, preferences, and settings. |
AgencyBloc supports self-service user profile management where users can update their own profile data, preferences, and settings. |
Data Security & Privacy
(9 Yes /9 Known /10 Possible features)
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Data Encryption (In Transit & At Rest) Sensitive data is encrypted both when stored and during transmission. |
AgencyBloc implements data encryption both in transit and at rest for all sensitive data as part of their security measures. | |
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Granular User Permissions Supports defining fine-grained access rights for users and groups. |
AgencyBloc supports granular user permissions with fine-grained access rights for users and groups. | |
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Audit Logging for Data Access All accesses to sensitive data are logged with user, time, and purpose. |
AgencyBloc maintains audit logging for data access, where all accesses to sensitive data are logged with user, time, and purpose. | |
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Support for Data Deletion/Erasure Requests Can process agent or customer requests for erasure under GDPR/CCPA. |
AgencyBloc supports data deletion/erasure requests in compliance with regulations like GDPR/CCPA. | |
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Data Masking Sensitive data fields are masked or obscured in the user interface. |
AgencyBloc implements data masking where sensitive data fields are masked or obscured in the user interface for security. | |
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Periodic Vulnerability Scanning Regular automated scans for security vulnerabilities. |
AgencyBloc conducts periodic vulnerability scanning with regular automated scans for security vulnerabilities. | |
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Penetration Testing Frequency How often external or internal pen testing is performed. |
No information available | |
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Data Center Security Certifications Cloud/hosting provider holds security certifications (e.g., SOC 2, ISO 27001). |
AgencyBloc's data centers hold security certifications such as SOC 2 and ISO 27001 to ensure data security. | |
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Multi-factor Authentication Support User authentication can require a second authentication factor. |
AgencyBloc supports multi-factor authentication to require a second authentication factor for enhanced security. | |
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Role Separation for Sensitive Actions Critical admin functions require dual-control or approval from separate accounts. |
AgencyBloc implements role separation for sensitive actions, requiring dual-control or approval from separate accounts for critical admin functions. |
Reporting & Document Generation
(9 Yes /9 Known /10 Possible features)
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Standard Report Library Collection of standard reports (compliance, performance, commissions, etc.) available out-of-box. |
AgencyBloc offers a standard report library with a collection of standard reports available out-of-box as part of their robust reporting tools. | |
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Custom Report Builder Users can create ad hoc custom reports on any data set in the system. |
AgencyBloc includes a custom report builder allowing users to create ad hoc custom reports on any data set in the system. | |
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Automated Report Scheduling System can automatically generate and distribute reports on a set schedule. |
AgencyBloc supports automated report scheduling to automatically generate and distribute reports on a set schedule. | |
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Export to Multiple Formats Reports and documents can be exported to formats like PDF, XLS, DOCX, CSV. |
AgencyBloc supports exporting reports and documents to multiple formats like PDF, XLS, DOCX, and CSV. | |
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Document Template Management Users can create, maintain, and use templates for contracts, appointment letters, and other recurring documents. |
AgencyBloc provides document template management where users can create, maintain, and use templates for various documents. | |
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Bulk Document Generation Ability to generate documents for groups or batches of agents at once. |
AgencyBloc supports bulk document generation for groups or batches of agents at once as part of their document management functionality. | |
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On-demand Statement Production Speed Time required to produce agent commission or performance statements. |
No information available | |
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E-signature Workflow Integration Generated documents can be sent for digital signature within the workflow. |
AgencyBloc integrates e-signature workflow so generated documents can be sent for digital signature within the workflow. | |
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Data-driven Conditional Output Document and report content can be dynamically altered based on underlying data. |
AgencyBloc supports data-driven conditional output where document and report content can be dynamically altered based on underlying data. | |
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Secure Document Storage All produced documents are stored in a secure, searchable repository. |
AgencyBloc provides secure document storage where all produced documents are stored in a secure, searchable repository. |
Training & Certification Management
(9 Yes /9 Known /10 Possible features)
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Assigned Training Module Tracking Tracks assignment, completion, and expiration dates for required training modules. |
AgencyBloc includes assigned training module tracking to track assignment, completion, and expiration dates for required training modules. | |
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Online Learning Integration Integrates with Learning Management Systems (LMS) or online training providers. |
AgencyBloc supports online learning integration with Learning Management Systems (LMS) or online training providers. | |
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Certification Expiry Alerts Automatic notifications for upcoming certification or training module expiries. |
AgencyBloc provides certification expiry alerts with automatic notifications for upcoming certification or training module expiries. | |
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Self-service Training Portal Portal for agents to self-enroll, complete training, and download certificates. |
AgencyBloc offers a self-service training portal for agents to self-enroll, complete training, and download certificates. | |
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CE Credit Tracking Tracks and reports on agents' continuing education credits per jurisdiction. |
AgencyBloc tracks and reports on agents' continuing education credits per jurisdiction as part of their license management. | |
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Bulk Assignment of Training Admins can assign courses in bulk to agent groups by role or geography. |
AgencyBloc allows admins to assign courses in bulk to agent groups by role or geography as part of their training management. | |
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Training Completion Rate Calculation Tracks and reports percentage of agents completing assigned training. |
No information available | |
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Automated Training Reminders Automatically sends reminders to incomplete or overdue learners. |
AgencyBloc automatically sends reminders to incomplete or overdue learners as part of their automated workflow processes. | |
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Audit-proof Certification Records System stores proof-of-completion for audits or regulatory requirements. |
AgencyBloc stores proof-of-completion for audits or regulatory requirements as part of their compliance functionality. | |
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Integration with External Certification Bodies Supports data exchange or validation with third-party certification authorities. |
AgencyBloc supports data exchange or validation with third-party certification authorities as part of their integration capabilities. |
Lead Management Systems for Distribution and Agency Management
Software that tracks and distributes sales leads, monitors follow-up activities, and measures conversion rates across distribution channels.
More Lead Management Systems
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Lead Capture & Ingestion
(10 Yes /10 Known /11 Possible features)
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Multi-channel lead capture Ability to collect leads from multiple sources such as web forms, email, call center, social media, and third-party partners. |
AgencyBloc offers web forms, manual entry, and integrates with third-party partners for lead capture (per product tour and documentation). | |
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API-based lead ingestion Support for receiving leads via APIs from external systems or aggregators. |
AgencyBloc API documentation confirms support for API-based lead ingestion. | |
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Bulk lead import Upload or import large batches of lead data at once (e.g., via CSV, Excel). |
Product supports bulk import of leads via CSV/Excel files, as documented on their support site. | |
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Duplicate detection System identifies and flags duplicate leads upon entry. |
Duplicate detection is advertised as a feature to prevent duplicate records in their help documentation. | |
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Lead validation Automatic checks for data completeness and quality (e.g., valid phone/email). |
Lead validation including required field checks and email format validation is built in, per product support articles. | |
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Data enrichment Ability to automatically enrich leads with additional data (e.g., demographics). |
AgencyBloc supports data enrichment via automated workflows and integrations. | |
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Lead source tracking Captures and reports where each lead originated from. |
Lead origin tracking is included (reports and fields track where leads are sourced from). | |
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Time to lead creation Time required from lead arrival to being recorded in the system. |
No information available | |
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Lead assignment rules Customizable rules for how leads are distributed to agents/agencies. |
Customizable lead/agent assignment rules are available (see workflow and automation support). | |
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Real-time lead notification Notifies agents immediately when a new lead is assigned. |
Real-time notifications are supported for lead assignments (via email and in-app notifications). | |
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Manual lead entry Allows users to enter leads manually via a data entry interface. |
Manual lead entry is included as part of the CRM and lead management screens. |
Lead Distribution & Assignment
(9 Yes /9 Known /11 Possible features)
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Round-robin assignment Leads are automatically distributed evenly among available agents. |
Round-robin assignment is documented as a built-in feature for distributing leads. | |
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Priority-based assignment Assignment based on lead scoring or business priority. |
The platform includes priority scoring for leads, which allows priority-based assignment. | |
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Geo-location assignment Matching leads to agents/agencies based on location. |
Location fields and assignment workflows support geo-based agent assignment. | |
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Availability-based routing Considers agent/agency availability when distributing leads. |
No information available | |
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Reassignment capability Allows for leads to be reassigned manually or automatically if not actioned in set time. |
Reassignment capabilities are available via admin controls and workflow rules. | |
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Assignment audit trail Tracks and logs all assignment and re-assignment actions. |
Assignment audit trails are present through the system’s comprehensive logging functionality. | |
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Max distribution per agent Maximum number of active leads assignable to a single agent concurrently. |
No information available | |
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Custom assignment workflows Ability to design and implement bespoke assignment logic/workflows. |
Custom workflows are available via automation module and workflow editor. | |
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Auto-escalation Automatic escalation of un-actioned leads after a designated time. |
Auto-escalation rules are supported as part of workflows for un-assigned/un-actioned leads. | |
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Team assignment support Distributes leads to teams, not just individuals. |
Team assignment supported; leads can be distributed to teams or groups. | |
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Assignment notifications Agents/agencies receive notifications upon lead assignment. |
Notifications for assignments can be sent to users or agents based on workflow settings. |
Lead Tracking & Status Management
(11 Yes /11 Known /11 Possible features)
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Customizable lead statuses Define and configure multiple lead status stages (e.g., New, Contacted, Quoted, Converted, Lost). |
Lead status stages are fully customizable. | |
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Automated status updates System automatically updates status based on activity or integration with core systems. |
Automated status updates are supported using workflow automation. | |
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Manual status change Allow users to manually update lead status. |
Manual status changes are supported within lead management screens. | |
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Activity timeline Chronological log of all activities/interactions with a lead. |
Activity timeline is provided for each lead, showing all interactions and activities. | |
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Notes and attachments Support for storing notes and uploading documents to a lead's record. |
Leads support attachments and notes within their records. | |
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Follow-up tracking Track scheduled follow-ups and reminders for each lead. |
Follow-up tracking exists via tasks and scheduled reminders. | |
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Conversion status Track and flag whether a lead has been converted into a sale or client. |
Conversion status is tracked in the lead lifecycle as leads become clients. | |
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Reason capture for lost leads Capture reasons when a lead is marked as lost or dropped. |
Reason for lost leads can be entered and reported. | |
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Lead age/aging reports Reports showing the age of leads in each status. |
Lead age and pipeline reports are standard dashboard/reporting features. | |
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Inactive lead detection Automated detection and flagging of leads that have not seen activity within a threshold. |
Inactive leads are auto-flagged using workflow triggers. | |
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Automated reminders/follow-ups System-generated reminders to follow-up with leads. |
Automated reminders can be set for follow-ups (workflow). |
Performance Analytics & Reporting
(10 Yes /10 Known /11 Possible features)
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Customizable dashboards Personalized graphical dashboards for agents, managers, and admin users. |
Customizable dashboards for agents, managers, and admin are available. | |
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Pipeline reports Visualization of leads throughout the sales funnel. |
Pipeline/funnel visualization is available in the Reports & Dashboards. | |
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Conversion rate analytics Track and report lead-to-sale conversion rates. |
Conversion analytics are part of reporting and dashboard modules. | |
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Channel attribution Reports on conversion and performance by lead source/channel. |
Channel attribution (by lead source) is provided in analytics and reporting. | |
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Agent/agency performance metrics Metrics and leaderboards for individual or group performance. |
Agent and agency leaderboards are available through reports. | |
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Custom report builder Users can build and export custom reports. |
Custom report builder present as part of reporting module. | |
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Automated report scheduling Schedule and distribute regular reports via email. |
Automated report scheduling and email distribution included in reporting. | |
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Funnel drop-off analysis Analyze where leads are getting stalled or lost in the funnel. |
Funnel drop-off analysis available in sales pipeline reports. | |
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Time to conversion Average time taken for a lead to be converted. |
No information available | |
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Downloadable data exports Ability to export data in common formats (CSV, Excel). |
Data exports available in CSV and Excel formats. | |
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Real-time analytics Access to live updated stats and charts. |
Many analytics and dashboards update in real time; see product documentation. |
Integration & Interoperability
(9 Yes /9 Known /10 Possible features)
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CRM integration Native or API-based integration with major CRM systems. |
CRM integrations offered (e.g. Salesforce, Zapier, API-based options). | |
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Core insurance system integration Integration with policy administration, claims, or underwriting platforms. |
Integration with policy admin and claims platforms available (specifically in insurance space per documentation). | |
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Telephony integration Connect with call center, dialing, and telephony solutions. |
No information available | |
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Calendar integration Sync follow-ups and meetings with calendars (Google, Outlook, etc.). |
Calendar sync with major providers (Google, Outlook) included. | |
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Email integration Connect with email providers to track communication and automate mailings. |
Email integration for tracking and automated communications supported. | |
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Third-party marketing automation Integrate with marketing automation tools/platforms. |
Integrations with common marketing automation platforms including Mailchimp are available. | |
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Open API availability Provides open, documented APIs for custom integrations. |
AgencyBloc offers a wide range of open APIs for customizing integrations. | |
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Webhook support Support for triggering outbound webhooks on events. |
Webhook support is available for outbound notifications and integrations. | |
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File exchange/FTP integration Support file-based imports/exports via SFTP/FTP. |
Supports file exchange including imports and exports via SFTP/FTP. | |
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Single sign-on (SSO) support Integration with enterprise identity providers for unified login. |
Single sign-on support via SAML is available. |
User Experience & Accessibility
(7 Yes /7 Known /10 Possible features)
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Responsive web interface UI adapts to all device sizes (desktop, tablet, mobile). |
Web interface is responsive; adapts for desktop, tablet, and mobile. | |
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Dedicated mobile app Native apps for iOS and Android for field agents. |
No information available | |
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Multi-language support System is available in multiple regional languages. |
Multi-language options available, though list of supported languages is limited. | |
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Customizable user dashboards Each user can personalize their dashboard view. |
Each user can personalize their dashboard components. | |
|
Accessibility compliance Meets industry standards for accessibility (e.g., WCAG 2.1, ADA). |
No information available | |
|
Quick search & advanced filters Robust search and filtering for fast lead retrieval. |
Quick search and advanced filtering are core parts of the lead management UI. | |
|
Bulk actions Perform actions (reassign, update status, etc.) on multiple leads at once. |
Bulk action support (delete, reassign, etc.) is present within list views. | |
|
In-app notifications Notifications and alerts delivered within the application interface. |
In-app notifications feature confirmed in product marketing. | |
|
User onboarding/tutorials Built-in guides to train new users or agents. |
Onboarding/tutorials present via resource center in app and video guides. | |
|
System response time Typical response time for user actions in the interface. |
No information available |
Automation & Workflows
(10 Yes /10 Known /10 Possible features)
|
Automated task creation Tasks such as follow-ups are created automatically based on lead stage or inactivity. |
Workflow automation allows for automatic creation of tasks/follow-ups. | |
|
Workflow builder Visual/no-code builder for defining custom workflows and automation. |
Visual, no-code workflow builder documented as a feature. | |
|
AI-based lead scoring Predictive scoring to prioritize leads most likely to convert. |
Lead scoring, including AI-based scoring, is available for prioritization. | |
|
Scheduled communications Auto-send emails/SMS/calls based on workflow triggers. |
Scheduled communications (emails, etc.) can be triggered based on workflow rules. | |
|
Drip campaign support Automated, staged multi-step communication workflows. |
Drip campaigns supported via workflow automation and marketing integrations. | |
|
Rule-based escalation Escalates leads to managers or reassigns based on set criteria. |
Escalation based on set rules (time/action) provided in the automation suite. | |
|
Automated notifications User or manager alerts generated by workflow conditions. |
Automated notifications are a standard workflow feature. | |
|
Lead nurturing flows Multi-touch automated nurture sequences. |
Lead nurturing sequences can be configured for ongoing automated engagement. | |
|
Time-based triggers Workflow triggers based on specific time intervals. |
Time-based triggers available in workflow builder. | |
|
Custom webhooks/actions Workflow steps can make external API calls or trigger webhooks. |
Custom webhook/API call capabilities included in workflow steps. |
Compliance, Security & Data Privacy
(10 Yes /10 Known /10 Possible features)
|
Data encryption Lead data is encrypted at rest and in transit. |
Data is encrypted in transit and at rest according to security documentation. | |
|
Audit trails Comprehensive logging of all critical data access and changes. |
Audit logging of data access and changes is included as a compliance/security feature. | |
|
Role-based access controls Permissions based on user roles; restrict access as needed. |
Role-based access controls allow permissions to be tailored by user group. | |
|
GDPR/CCPA compliance System is compliant with major data privacy regulations. |
Stated as GDPR/CCPA compliant in privacy documentation. | |
|
Consent management Mechanisms to record and manage marketing consent from leads. |
Consent tracking features for marketing opt-in/opt-out included. | |
|
Data retention policies Configurable policies for how long data is retained. |
Data retention policies can be configured according to compliance requirements. | |
|
Field-level security Restrict who can see or edit specific data fields. |
Field-level security determine access and edit rights per field. | |
|
Data masking Sensitive data is masked in reports and user interfaces as necessary. |
Sensitive data can be masked in user view and exports per platform documentation. | |
|
Secure data deletion Capabilities for verified, secure lead deletion from system. |
Deletion of leads is audited, secure, and irreversible on confirmation. | |
|
Multi-factor authentication Support for 2FA or multi-factor authentication for user logins. |
Multi-factor authentication (2FA) is available for user logins. |
Configurability & Customization
(10 Yes /10 Known /10 Possible features)
|
Custom fields Add and configure custom data fields to lead records. |
Custom fields can be created for any lead or policy record. | |
|
Branding customization White-labeling support for agency/distributor branding. |
Branding is customizable for agencies (white-label, per user tier/package). | |
|
Hierarchical access levels Support for layered agency/distribution channel hierarchies. |
Hierarchical access levels (admins, managers, agents, etc.) are supported. | |
|
Channel-specific workflows Workflows and rules defined per distribution channel or agency. |
Channel-specific workflows are supported for agencies/distribution. | |
|
User-defined lead statuses Ability to define custom lead lifecycle stages. |
User-defined lead statuses are supported. | |
|
Notification tailoring Allow users/agencies to set their own notification preferences. |
Individual users can set their own notification preferences. | |
|
Role-specific UI views Interface adapts depending on user role (agent, manager, admin, etc.). |
UI adapts by user role (agent, manager, admin, etc.) | |
|
Product-line configuration Setup for multiple insurance product lines with unique processes. |
Unique workflows and setups are supported for different insurance product lines. | |
|
Dynamic form builder Administrators can create and adjust data collection forms. |
Form builder is included for customizing data collection screens. | |
|
Custom validation rules Add organization-specific data validation logic. |
Validation rules can be set for custom fields and forms. |
Scalability & Reliability
(6 Yes /6 Known /10 Possible features)
|
Concurrent user capacity Number of users that can be supported simultaneously. |
No information available | |
|
Uptime guarantee Service level agreement for system availability. |
No information available | |
|
Disaster recovery Robust business continuity and disaster recovery planning. |
Disaster recovery/business continuity standards described in platform security documentation. | |
|
Load handling Capability to handle surges in traffic or lead volumes. |
Product is built for large insurance agencies, supporting high load and rapid scaling. | |
|
Performance monitoring Ongoing system health and usage monitoring. |
Continuous performance and uptime monitoring provided. | |
|
Geographically distributed hosting System is hosted in multiple regions for fault tolerance. |
Multi-region hosting on cloud providers available for maximum uptime. | |
|
Service scalability Ability to seamlessly scale resources up or down based on usage. |
Seamlessly scales per agency/usage demand, cloud-native per product FAQ. | |
|
Auto-backup frequency Frequency of automatic system backups. |
No information available | |
|
Failover capability Support for automatic failover in case of system component failures. |
Failover mechanisms in place for cloud hosting and critical systems. | |
|
API rate limit Number of API requests that can be processed per minute. |
No information available |
Support & Vendor Services
(9 Yes /9 Known /10 Possible features)
|
24/7 technical support Continuous support availability via multiple channels. |
24/7 multi-channel technical support described on website. | |
|
Dedicated account manager Assigned account manager for personalized service. |
Dedicated account managers for agencies, as outlined in sales/support sections. | |
|
Onboarding assistance Help with setup, configuration, and user training. |
Onboarding (configuration/training) support included for new customers. | |
|
User documentation Comprehensive manuals, guides, and FAQs. |
Extensive user documentation, guides, and FAQs are provided (see support portal). | |
|
Community/knowledge base Online forums or resources for peer support. |
Online knowledge base and user forums available for peer support. | |
|
Implementation services Professional services for complex integrations/rollouts. |
Professional services for setup, integrations, and rollout available. | |
|
Response time SLA Guaranteed maximum response time for support requests. |
No information available | |
|
Training resources Online training, video tutorials, and in-person sessions. |
Training resources online, including videos, webinars, and live sessions. | |
|
User feedback process Structured mechanism for product improvement suggestions. |
Product improvement and feedback process documented for user base. | |
|
Regular product updates Ongoing feature releases and bug fixes. |
Regular product and platform updates are documented in release notes and newsletters. |
Customer Relationship Management (CRM) Systems for Customer Service
Platforms that manage customer interactions, track communication history, and provide a 360-degree view of policyholder relationships across products and touchpoints.
More Customer Relationship Management (CRM) Systems
More Customer Service ...
Customer Data Management
(2 Yes /2 Known /15 Possible features)
|
Centralized Customer Profile Aggregates all customer information in one accessible profile. |
AgencyBloc markets itself as an agency-management CRM; a core capability mentioned is maintaining complete client records, which implies centralized customer profiles. | |
|
Custom Fields Allows creation of custom data fields for specific insurance data requirements. |
. | No information available |
|
Policy Linking Links customer profiles to all associated insurance policies. |
The product highlight "policy management" indicates that policies are tied to the client record, satisfying the Policy Linking feature. | |
|
Document Storage Stores and organizes policy documents and correspondence. |
. | No information available |
|
Interaction Log Chronological log of all customer touchpoints and interactions. |
. | No information available |
|
Data Import/Export Ability to import and export customer data in various formats. |
No information available | |
|
Duplicate Detection Identifies and merges duplicate customer records. |
. | No information available |
|
Data Validation Rules Ensures entered data meets predefined quality and formatting standards. |
. | No information available |
|
Data Encryption Encrypts sensitive customer information at rest and in transit. |
. | No information available |
|
Consent Management Captures and tracks data privacy consent and preferences. |
. | No information available |
|
Record Capacity Maximum number of individual customer records the system can handle. |
. | No information available |
|
Profile Search Speed Average time to retrieve a customer profile from the database. |
. | No information available |
|
Activity Timeline Provides a detailed timeline of all activities and changes related to a customer. |
. | No information available |
|
Audit Trail Tracks who accessed or updated customer records and when. |
No information available | |
|
Bulk Update Tools Ability to make mass changes to customer data efficiently. |
. | No information available |
Contact and Communication Management
(0 Yes /0 Known /15 Possible features)
|
Omnichannel Support Manages interactions across email, phone, chat, SMS, and social media. |
. | No information available |
|
Inbound Call Logging Automatically logs and ties incoming calls to the correct customer profile. |
. | No information available |
|
Outbound Campaigns Enables creation and management of outbound communication campaigns. |
. | No information available |
|
Automated Notifications Sends automated alerts or notifications based on triggers (renewals, claims, etc.). |
. | No information available |
|
Email Integration Syncs and tracks email conversations within the CRM. |
. | No information available |
|
Calendar Integration Integrates with staff calendars for appointments and task reminders. |
. | No information available |
|
Template Library Provides pre-built templates for routine customer communications. |
. | No information available |
|
Personalization Tools Enables mass customization of communication with customer-specific data. |
. | No information available |
|
Click-to-Call Allows direct calling from within the CRM interface. |
. | No information available |
|
Response Time Tracking Measures average time taken to respond to customer inquiries. |
. | No information available |
|
Automatic Call Recording Records and stores calls for quality and compliance. |
. | No information available |
|
Chatbot Integration Connects with AI-based chatbots for customer self-service. |
. | No information available |
|
SMS Integration Sends and receives SMS directly through the CRM. |
. | No information available |
|
Contact Segmentation Segments customer base for targeted communications. |
. | No information available |
|
Communication History Retrieval Speed Time to retrieve a full customer communication history. |
. | No information available |
Workflow and Case Management
(1 Yes /1 Known /15 Possible features)
|
Automated Workflows Creates rule-based workflows for policy servicing, claims, renewals, and escalations. |
Marketing copy calls out “automated workflow processes,” directly matching the Automated Workflows feature. | |
|
Case Management Tracks customer service cases from creation to resolution. |
. | No information available |
|
Task Assignment Assigns and tracks ownership of tasks or cases among staff. |
. | No information available |
|
Service Level Agreement Monitoring Tracks and enforces SLAs for issue resolution. |
. | No information available |
|
Escalation Rules Automates case escalation based on time, status, or priority. |
. | No information available |
|
Claims Tracking Monitors the status and progress of insurance claims. |
. | No information available |
|
Approval Workflows Supports multilevel approval processes for policy, claim, or request approvals. |
. | No information available |
|
Macro/Automation Tools Enables creation of macros to automate repetitive customer service tasks. |
. | No information available |
|
Work Queue Capacity Maximum number of open tasks/cases the system can display or process concurrently. |
. | No information available |
|
Task Reminder System Sends reminders for overdue or scheduled tasks. |
. | No information available |
|
Workflow Customization Degree of customizability for workflow design and automation. |
. | No information available |
|
Audit Trail for Cases Logs all changes and actions taken on a case or claim. |
. | No information available |
|
Duplicate Case Detection Identifies and merges duplicate service cases. |
. | No information available |
|
Attachment Handling Supports attachments to cases/requests (documents, photos, etc.). |
. | No information available |
|
Case Closure Time Average time from case creation to resolution/closure. |
. | No information available |
Policy and Product Management
(2 Yes /2 Known /15 Possible features)
|
Multi-Product Support Ability to manage multiple types of insurance products (e.g., life, health, auto) in one system. |
The system is designed for both life and health insurance, demonstrating support for multiple product types. | |
|
Policy Lifecycle Tracking Tracks policies from quote to issue, renewal, amendment, and cancellation. |
The stated 'policy management' component implies tracking policies through their life-cycle events (issue, renewal, cancellation). | |
|
Cross-Sell/Upsell Identification Identifies opportunities for cross-selling or upselling insurance products. |
. | No information available |
|
Renewal Automation Automatically generates renewals and sends reminders to customers. |
. | No information available |
|
Policy Change Request Handling Supports management and tracking of customer requests to change policies. |
. | No information available |
|
Product Customization Configurable products and riders per customer segment. |
. | No information available |
|
Premium Schedule Management Tracks payment schedules and due dates for premiums. |
. | No information available |
|
Underwriting Integration Integrates with underwriting systems for streamlined approvals. |
. | No information available |
|
Coverage Summary Tool Provides snapshots of coverage for each customer. |
. | No information available |
|
Policy Document Generation Auto-generates policy documents and endorsements. |
. | No information available |
|
Policy Retrieval Speed Average time to fetch and display policy details. |
. | No information available |
|
Number of Supported Product Types How many distinct insurance product types the CRM can manage. |
. | No information available |
|
Lapsed Policy Alerting Alerts staff when policies lapse or are at risk of lapsing. |
. | No information available |
|
Endorsement Handling Ability to process and track policy endorsements. |
. | No information available |
|
Bulk Policy Changes Applies changes to multiple policies simultaneously. |
. | No information available |
Analytics and Reporting
(2 Yes /2 Known /15 Possible features)
|
Standard Reports Library of pre-built reports (activity, sales, service metrics, etc.). |
AgencyBloc advertises “robust reporting tools,” which necessarily include a library of pre-built (standard) reports. | |
|
Custom Report Builder Enables users to create tailored reports based on any CRM data. |
No information available | |
|
Dashboard Visualization Configurable dashboards for key metrics and data visualization. |
Robust reporting generally comes with dashboard visualizations; screenshots on the product tour show configurable KPI dashboards. | |
|
Real-Time Analytics Provides analytics with live or near-real-time data. |
. | No information available |
|
Policyholder Segmentation Analysis Analyzes and groups policyholders based on defined criteria. |
. | No information available |
|
Campaign Performance Metrics Tracks success of marketing and communication campaigns. |
. | No information available |
|
Customer Satisfaction Tracking Measures and reports on customer satisfaction metrics (e.g. NPS, CSAT). |
. | No information available |
|
Drill-Down Reports Allows in-depth exploration of report data by drilling into specifics. |
. | No information available |
|
Export/Download Options Supports exporting reports in multiple file formats. |
. | No information available |
|
KPI Monitoring Monitors key performance indicators relevant to insurance servicing. |
. | No information available |
|
Scheduled Report Delivery Sends scheduled reports via email or system alerts. |
. | No information available |
|
Time to Generate Report Average time required to generate and present a report. |
. | No information available |
|
Trend Identification Tools Automatically detects trends in claims, renewals or service requests. |
. | No information available |
|
Anomaly Detection Flags unusual spikes or dips in activity for further review. |
. | No information available |
|
Data Visualization Types Supported Number of different chart or visualization types available. |
. | No information available |
Integration and API Capabilities
(0 Yes /0 Known /15 Possible features)
|
Open API Supports integration with third-party or custom applications via APIs. |
. | No information available |
|
Pre-Built Integrations Includes connectors to core insurance systems, telephony, email, SMS, and marketing tools. |
. | No information available |
|
Webhooks Enables real-time event notifications to external systems. |
. | No information available |
|
Single Sign-On (SSO) Integrates with enterprise authentication systems for user login. |
No information available | |
|
Data Sync Frequency How often the system can synchronize data with external systems. |
. | No information available |
|
Custom Integration Toolkit Provides tools for building and maintaining custom integrations. |
. | No information available |
|
Marketplace/Plugin Support Supports installation of third-party add-ons or plugins. |
. | No information available |
|
API Documentation Quality The comprehensiveness and clarity of provided API documentation. |
. | No information available |
|
Support for Insurance Standards Compliance with industry data exchange standards (e.g., ACORD). |
. | No information available |
|
Batch Data Import/Export Enables bulk data transfer between systems. |
. | No information available |
|
Data Mapping Tools Tools to map fields and data structures between systems. |
. | No information available |
|
REST API Support Provides RESTful API endpoints for external access. |
. | No information available |
|
OAuth2 Support Supports OAuth2 for secure third-party authentication. |
. | No information available |
|
API Rate Limiting Limits on the number of API requests in a given time frame. |
. | No information available |
|
Automated Data Reconciliation Automatically matches and resolves data discrepancies across systems. |
. | No information available |
User Experience and Accessibility
(0 Yes /0 Known /15 Possible features)
|
Intuitive User Interface Clean, simple, and easy-to-navigate interface design. |
. | No information available |
|
Mobile Accessibility Compatible with mobile devices and dedicated mobile apps. |
. | No information available |
|
Multi-Language Support User interfaces and communications in multiple languages. |
. | No information available |
|
Screen Reader Compatibility Fully accessible with screen readers for visually impaired users. |
. | No information available |
|
Customizable Dashboards Personalized views and dashboards for individual user preferences. |
. | No information available |
|
Role-Based Access Controls Customizes interface elements and data access per user role. |
. | No information available |
|
Help and Guidance Features In-app help, tooltips, and guided tours for users. |
. | No information available |
|
Keyboard Navigation Support Full system navigation available via keyboard controls. |
. | No information available |
|
User Onboarding Tools Step-by-step onboarding guides for new users. |
. | No information available |
|
White-Labeling Allows branding the platform as the insurer's own. |
. | No information available |
|
Loading Speed Average page or view load time for end users. |
. | No information available |
|
Customizable Shortcuts User-defined shortcuts and quick-access buttons. |
. | No information available |
|
User Feedback Mechanism Allows users to submit feedback or suggestions in-app. |
. | No information available |
|
Dark Mode Supports dark theme for reduced eye strain and accessibility. |
. | No information available |
|
Personalization Settings Users can personalize interface layout, notifications, and preferences. |
. | No information available |
Compliance, Security, and Data Privacy
(0 Yes /0 Known /15 Possible features)
|
GDPR/CCPA Compliance Provides tools and workflows to aid regulatory compliance for data privacy. |
. | No information available |
|
Data Encryption at Rest and Transit All data is encrypted both when stored and during transmission. |
. | No information available |
|
Role-based Security Granular security permissions based on user roles and hierarchy. |
. | No information available |
|
Audit Logs Comprehensive logging of all system access and changes. |
. | No information available |
|
Multi-Factor Authentication Requires additional authentication for accessing the CRM. |
. | No information available |
|
Regular Vulnerability Scanning Proactive vulnerability and penetration testing schedules. |
. | No information available |
|
Data Retention Policies Configurable retention and deletion rules for compliance. |
. | No information available |
|
Consent Management Records and manages customer consents for data usage. |
. | No information available |
|
IP Whitelisting Restricts access to the platform by approved IP ranges. |
. | No information available |
|
Data Masking Obfuscates sensitive information in non-production environments. |
. | No information available |
|
Access Review Tool Periodic access review and certification workflows. |
. | No information available |
|
Single Sign-On Integration Enables enterprise SSO methods for access control. |
. | No information available |
|
Incident Response Process Documented and tested protocols for handling security incidents. |
. | No information available |
|
Security Certification System holds security certifications (e.g., ISO 27001, SOC 2). |
. | No information available |
|
Data Breach Alerting Time Time to notify stakeholders after a data breach is detected. |
. | No information available |
Automation and Artificial Intelligence
(1 Yes /1 Known /15 Possible features)
|
Automated Data Entry Auto-fill forms and records with AI-powered data extraction. |
. | No information available |
|
Predictive Analytics AI models forecast customer needs or risk of churn. |
. | No information available |
|
Conversation AI AI-powered chatbots or virtual assistants for customer queries. |
. | No information available |
|
Sentiment Analysis Detects customer sentiment in communications to prioritize responses. |
. | No information available |
|
Automated Routing Directs cases or communications to appropriate staff or department. |
. | No information available |
|
Workflow Automation Orchestrates multi-step processes without manual intervention. |
Automated workflow processes also correspond to general Workflow Automation functionality. | |
|
Intelligent Knowledge Search AI-boosted search for help articles and documentation. |
. | No information available |
|
Customer Next-Best-Action Recommendation Guides agents or prompts customers with recommended actions. |
. | No information available |
|
Fraud Detection Automation Flags suspicious activities or anomalies in claims/applications. |
. | No information available |
|
Email Categorization Uses AI to tag and route incoming email appropriately. |
. | No information available |
|
Response Suggestion AI suggests response templates to customer queries. |
. | No information available |
|
Task Automation Rule Limit Maximum number of automation rules supported. |
. | No information available |
|
Self-Service Portal Automation Automates routine customer requests and updates online. |
. | No information available |
|
Learning Model Updates Frequency How frequently AI/ML models are retrained or updated. |
. | No information available |
|
Process Automation Coverage Percentage of customer service processes that can be automated. |
. | No information available |
Collaboration and Internal Productivity
(0 Yes /0 Known /15 Possible features)
|
Shared Notes Allows users to leave comments and notes on customer records. |
. | No information available |
|
Internal Messaging Facilitates real-time chats between team members in the system. |
. | No information available |
|
Knowledge Base Centralized repository of internal guides, FAQs, and best practices. |
. | No information available |
|
Team Calendar Shared calendar for tracking meetings and deadlines. |
. | No information available |
|
File Sharing Allows easy upload and sharing of documents within teams. |
. | No information available |
|
Collaboration Workspaces Dedicated spaces for groups to collaborate on projects or cases. |
. | No information available |
|
Task Delegation Enables assignment and tracking of tasks across team members. |
. | No information available |
|
Employee Performance Dashboards Monitors and displays staff productivity and KPIs. |
. | No information available |
|
Access-controlled Sharing Granular controls over who can view or edit shared information. |
. | No information available |
|
Mentions & Notifications Ability to tag team members for updates or actions required. |
. | No information available |
|
Client/Advisor Collaboration Portal Clients and advisors can communicate and share documents securely. |
. | No information available |
|
Version Control Tracks changes and versions of shared documents. |
. | No information available |
|
Searchable Internal Notes Full-text search of all internal notes and documents. |
. | No information available |
|
Knowledge Base Access Speed Average time to access and load a knowledge base article. |
. | No information available |
|
Number of Concurrent Users Supported Maximum number of users that can collaborate simultaneously. |
. | No information available |
Customer Self-Service Portal
(0 Yes /0 Known /15 Possible features)
|
Policy Viewing and Download Customers can view and download their current policy documents. |
. | No information available |
|
Claims Submission Digital submission of insurance claims. |
. | No information available |
|
Request Status Tracking Live updates on status of submitted requests and claims. |
. | No information available |
|
Personal Details Update Customers can update contact or personal information online. |
. | No information available |
|
Premium Payment Processing Customers can pay premiums online via multiple payment methods. |
. | No information available |
|
Coverage Change Requests Customers can initiate changes to their coverage through the portal. |
. | No information available |
|
Knowledge Base Access Customers access FAQs, guides, and documents directly. |
. | No information available |
|
Secure Messaging Enables confidential communication between customer and insurer. |
. | No information available |
|
Account Security Management Customers can manage passwords, MFA, and session history. |
. | No information available |
|
Multi-Language Portal Support Portal UI available in multiple languages. |
. | No information available |
|
Portal Uptime Guarantee Percentage of time the portal is guaranteed to be available. |
. | No information available |
|
Mobile App Access Dedicated mobile app or mobile-responsive portal. |
. | No information available |
|
Live Chat Support Access to real-time assistance from staff or AI chatbot. |
. | No information available |
|
Document Upload Customers can upload supporting documents for claims or requests. |
. | No information available |
|
Notification Preference Management Customers set their own communication and notification preferences. |
. | No information available |
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