MENU
GET LISTED
GET LISTED
SHOW ALLPOPULAR CATEGORIES

Compare HappyGoMobile vs. AgencyBloc

Purchasing the appropriate Business Process Management Software product is as straightforward as evaluating the solid and low characteristics and terms offered by HappyGoMobile and AgencyBloc. Here it's also possible to match their overall scores: 8.0 for HappyGoMobile vs. 7.7 for AgencyBloc. Or you can verify their general user satisfaction rating, N/A% for HappyGoMobile vs. 100% for AgencyBloc. We suggest that you take some time to review their differences and decide which one is the better choice for your business. What’s more bear in mind to factor in your company’s or industry’s special situation, for instance, a multilingual solution for a global team or a mobile version to help you work away from your office. People who don't have much time or want a Appointment Scheduling Software suggestion from our experts may want to take a look at these top choices for this year: Zen Planner, Calendly, Square Appointments.
Compare

HappyGoMobile

VS

AgencyBloc

VS

HappyGoMobile screenshot AgencyBloc screenshot
Pricing Details

Our Score

Our Score

8.0 ?

Our Score

7.7 ?

Client Satisfaction

Client Satisfaction

Client Satisfaction

N/A ?

Client Satisfaction

100% ?

Cost

Cost

$5

$59

Pricing Type

Pricing Type

Monthly payment Monthly payment
Complete Review

Complete Review

Product Info

Product Info

A cloud-based, branding-ready, pet-centric software for those in the pet care industry.
AgencyBloc is an agency management system with CRM, commission processing, marketing and other tools specific for health and life insurance agencies.
Quick Links
OS Supported

OS Supported

Windows
Android
iPhone/iPad
Mac
Web-based
Windows Mobile
Windows
Linux
Mac
Web-based
Windows Mobile
Contact No.

Contact No.

4167288061 +1-866-338-7075
Company Email

Company Email

jwaisman@happygomobile.com
Pricing Details

Pricing Details

Learn more about HappyGoMobile pricing Learn more about AgencyBloc pricing
Integrations

Integrations

Unsplash

HappyGoMobile subscription includes a free website!

Our web-builder integrates with Unsplash.com for free, beautiful images.

Stripe

For secure online payment processing.

  • ACAExpress
  • All Web Leads
  • Datalot
  • DataWerx
  • Employee Navigator
  • Five9
  • HPOne
  • Laser App
  • NextGen Leads
  • Norvax-ProspectZone
  • Rocket Referrals
Customer Support

Customer Support

Phone Live Support
Training
Phone Live Support
Training
Vendor's Address

Vendor's Address

Click Less Do More
4 Sunnycrest Rd, North York
Toronto, ON M2R 2T4
Canada
201 Washington St,
Cedar Falls, IA 50613,
USA
Types of Clients

Types of Clients

Small Business | Large Enterprises | Medium Business Small Business | Large Enterprises | Medium Business
Languages Supported

Languages Supported

English English
Available Features

Available Features

HappyGoMobile FEATURES

  • Website & Branding
  • Agenda
  • Scheduling & Calendar
  • Appointment
  • Send Pictures & Notes
  • GPS Check-in / Check-out
  • Clients Dashboard
  • Pets Dashboard
  • Payment Acceptance
  • Invoicing
  • Custom Forms
  • Payroll & Gratuity
  • User Roles & Permissions
  • Packages
  • Memberships

AgencyBloc 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
Cost Details

Cost Details

Owner : $75 per month
Staff : $5 per month per worker
Includes 2 hours free on-boarding support
Optional Payment Acceptance:
Credit Cards: 2.9% + 50 cents per transaction (MC, VISA, AMEX, JCB, etc.)
ACH Bank Transfer: 0.8% + 20 cents per transaction (capped at $5.20 which is nice)
Data import is usually included at no extra cost provided the data is in an excel format supplied by HappyGoMobile. Additional fees may apply for custom migration of data from other systems.

AgencyBloc offers several enterprise pricing options for users to choose from. Give the details a look, and select the best plan for your business.

Agency Management – Plan starts at $59/month

  • $59* per Full User per month
  • $29 per Agent User per month
  • Special tiered pricing begins at 6+ users

Features:

  • Life & Health Insurance specific CRM
  • Real-time Agency & Business Analytics
  • Keep track of activities & assign to-dos.
  • Workflow & Task Automation
  • Email Campaigns ($.02 per-email)
  • Integrated Marketing & Lead Forms
  • Generate book-of-business reports
  • Strategic Industry Integrations
  • Customer Service & Support

Plus Commissions – Plan starts at $158/month

  • $158 for 2 users (minimum) per month
  • $79 per additional user per month
  • $29 per agent per month

Includes everything in Agency Management, PLUS the following:

  • Import Commission Statements
  • Assign multiple payees including hierarchies
  • Track by revenue type
  • Agent Statements (online access available)
  • Uncover Missed Commissions
  • Compare Actual vs Expected Commissions
  • Create calendar year projection
  • Generate commission reports
  • Real-time commission analytics
Prominent Customers

Prominent Customers

United American Financial Inc., Barra & Associates LLC, Integrity Senior Benefit Advisors LLC
Software Comparison

Software Comparison

Compare with Yardi Investment Suite
Compare with Automile
Compare with Shedul
Compare with ClearCare
Compare with Resotto
Compare with Metatask
Compare with QwikSubmit
Compare with VisionFlow
Compare with Adaptive Insights
Compare with Telogis
Compare with LeashTime
Compare with EZChildTrack
Compare with Bizagi
Compare with Taxi Pickr
Compare with ETO
Compare with Circulus
Compare with Teamleader
Compare with APPSeCONNECT
Compare with Microsoft Dynamics AX
Compare with Ultimus BPM Suite
Popular Alternatives

Popular Alternatives

QUICK LINKS

QUICK LINKS

Page last modified

In case you are still having second thoughts about which app will work best in your case it might be a sound idea to investigate each service’s social metrics. These metrics are frequently a way to see how popular each product is and how wide is its online presence. For instance, in case of Facebook HappyGoMobile has 2235 likes on their official page while AgencyBloc profile is liked by 520 users.