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
sales@agencybloc.com
Contact No.
Company's Address
201 Washington St,
Cedar Falls, IA 50613,
USA
AgencyBloc Comparisons
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Pricing Model
Free
Monthly payment
One-time payment
Annual Subscription
Quote-based
List of Features
- Customer and contact management
- Email ticketing system
- Personal dashboard
- Flexible task and event management
- Complete traceability with customer and contact logging
- Sales/marketing calendar with Outlook integration
- Product/services catalogue
- File and document management with complete indexing and search
- Mass email
- Web forms
- Sales chat tool for easy web site integration
- Email integration with templates
- Flexible workflow and process management
- Customer project management
- SLA’s with escalations to make sure service targets and customer retention targets are met
- Data import and export capabilities
- Web service API for integration with back end systems
- Completely web based with mobile app
Pricing Info
7For the Small plan, subscription starts at 19 euros per user per month, which gives access to the base module containing the following core functions: group calendar, issue/case tracking, PM reports and statistics, Search, Users & Permissions.
For Medium, subscribers are entitled to the base module plus the following: project management functions, email ticket system, support center and live support chat. Rate is at 33 euros per user per month.
The Large plan is at 47 euros per user per month. It is equipped with all the functionalities for the Small and Medium subscription packages, plus these additional features: CRM, corporate branding, product/asset inventory and enterprise chat. This is recommended for big organizations who want to maximize their functions.
There is also a Pick & Choose pricing plan where each module or core function is priced individually, and you choose depending on what you need.
Integrations
There is a VisionFlow mobile app available. Other integrations not specified.
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
Toyota, Swiss Armed Forces, Brio, Saab, SKF
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
VisionFlow is modular and responsive to your needs and gives you the setup your project requires.
Company Email
info@visionflow.com
Contact No.
Company's Address
Visionera AB
Vegagatan 3
11329 Stockholm, Sweden
VisionFlow Comparisons
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The software analyzed on this page are merely a small part of our entire Business Process Management Software category and you should keep in mind that there may be more reliable services available. If you would like to guarantee you make the best possible choice for your company we definitely suggest that you analyze more software first. You may also want to study our top 10 Business Process Management Software list to see which solutions are currently the best ones and leaders in the market.
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