AgencyBloc
Pricing Model
Pricing Model
Free
Monthly payment
One-time payment
Annual Subscription
Quote-based
List of Features
List of Features
- Activity Tracking
- Business Analysis Tools
- Commission Management
- Data Backup
- Customized Fields
- Drip Email Marketing
- Easy-to-Use Dashboard
- Email Tracking
- Event Automated Messaging
- Industry-specific CRM
- Lead Form Builder
- Procedure Management
- Real Time Analytics and Updates
- Sales Monitoring
- Two-Factor Authentication
- Work-flow and Task Automation
- Quoting
Pricing Info
Pricing Info
AgencyBloc offers several enterprise pricing options for users to choose from. Give the details a look, and select the best plan for your business. The Grow Plan starts at $109/month
With AgencyBloc, you’ll always get:
- 24/7 access to your data from anywhere on any device
- Unlimited, off-site storage & data backup every 4 seconds
- Serious security—HIPAA, bank-grade encryption, & two-step verification
- Dedicated onboarding & data migration specialist
- Free customer support & help center with videos and step-by-step articles
Add Commissions+ to:
- Import commission statements
- Assign multiple payees, including hierarchies
- Track by revenue type
- Agent statement access
- Uncover missed commissions!
- Create projections & compare actual vs. expected
- Custom reports & real-time analytics
Integrations
Integrations
- Zapier
- All Web Leads
- Intulse
- Employee Navigator
- Ease
- Five9
- Laser App
- NextGen Leads
- ProspectZone
- DataWerx
- Datalot
- Client Circle
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
United American Financial Inc., Barra & Associates LLC, Integrity Senior Benefit Advisors LLC
Available Devices
Windows
Linux
Android
iPhone/iPad
Mac
Web-based
Windows Mobile
Company Size
Small Business
Large Enterprises
Medium Business
Freelancers
Available Support
phone
live support
training
tickets
General Info
AgencyBloc is an agency management system with CRM, commission processing, marketing and other tools specific for health and life insurance agencies.
Company Email
Contact No.
Company's Address
201 Washington St,
Cedar Falls, IA 50613,
USA
AgencyBloc Comparisons
Popular AgencyBloc Alternatives
Pricing Model
Free
Monthly payment
One-time payment
Annual Subscription
Quote-based
List of Features
- Integration with over 400 apps
- Process management
- Process capture, control & analysis
- Management of lifecycle
- Management of enterprise assets
- Compliance management
- Forms management
- Audit trail
- Event tracking
- Data mapping
- Approval process control
- Two-way authentication
- Master process builder
- Notifications, alerts & escalations
- Content & process library
- Dashboard creation
- Advanced permissions
- Conditional & decision logic
- Activity streams
- Checklists
- Steps deadlines
- Intuitive interface
- Collaboration platform
- Customization
Pricing Info
Tallyfy offers three SMB and enterprise pricing plans for users to choose from. Give the details a look, and select the best option for your company:
Basic – $15/user/month
- Most features included
- Limited Storage (5GB)
- Basic deadlines
- No analytics
- No decision trees
Professional – $30/user/month
- All features
- Unlimited storage
- Personal help for pilots and process mapping
Enterprise – By quote
- All features
- Unlimited storage
- Full customization
- Tailored SLA
- Professional services
Integrations
Tallyfy is an open API system, which means you can easily connect it to any third-party app or business systems. Prominent integrations include:
- HotDocs
- Amazon S3
- Zapier
- Webhooks
- Dropbox
- MailChimp
- PayPal
- Teambox
- Salesforce.com
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
Intel, Nestle,HP
Available Devices
Windows
Linux
Android
iPhone/iPad
Mac
Web-based
Windows Mobile
Company Size
Small Business
Large Enterprises
Medium Business
Freelancers
Available Support
phone
live support
training
tickets
General Info
Tallyfy is a simplified business process management solution that simplifies critical approval and decision workflows and allows tracking, measuring and improving processes.
Company Email
Contact No.
Company's Address
911 Washington Avenue, Suite 420
St. Louis, MO 63101
USA
Tallyfy Comparisons
Popular Tallyfy Alternatives
No Business Process Management Software will manate to solve all the needs of a business. While key functionalities of AgencyBloc and Tallyfy should matter you should also thoroughly explore the integrations offered by a given software. Very often your team will already be using other types of B2B software in your company and it’s much better to go with products that integrate well with each other. If you do that you will be able to guarantee a reliable transfer of data between your teams and services, which can significantly reduce time wasted on migrating between one solution and the next.
Page last modified