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Home/Finance/Insurance agency management

AgencyBloc

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An all-in-one platform built to help health and benefits agencies scale.

Facts from agencybloc.com, checked November 13, 2026.
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At a glance

  • AgencyBloc is listed under Insurance agency management, alongside AgencyZoom, AMS360 and Applied Epic.
  • AgencyBloc works with SunFire, ConnectureDRX, HealthSherpa, Employee Navigator, Outlook and others.
  • AgencyBloc's main features: Insurance CRM, Commissions processing, Group benefits quoting, Compliance management, Email marketing, Insurance automation.
  • AgencyBloc's website lists SOC 2 and HIPAA.
  • AgencyBloc has a public API.
  • We haven't confirmed whether AgencyBloc has a free plan.

Facts from agencybloc.com, checked November 13, 2026.

AI summary

The summary writes itself once 5 people have reviewed this tool.

It's built only from what reviewers say: who it's best for, who should think twice, and what comes up again and again.

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What we know so far

Main features
Insurance CRM, Commissions processing, Group benefits quoting, Compliance management, Email marketing, Insurance automation
Works with
SunFire, ConnectureDRX, HealthSherpa, Employee Navigator, Outlook, Gmail
Security and compliance
SOC 2, HIPAA
Public API
Yes
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How AgencyBloc compares

With other insurance agency management tools, on the facts each website lists.

All AgencyBloc alternatives
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    • Integration with SunFire, ConnectureDRX or HealthSherpa
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