AgencyBloc
Pricing Model
Pricing Model
Free
Monthly payment
One-time payment
Annual Subscription
Quote-based
List of Features
List of Features
- Agency Intelligence
- Actional Sales Pipeline Reports
- Client/Customer KPI Report
- Carrier Website Integration
- Rater Integration
- Accounting Tools Integration
- Carrier Downloads
- Document Management
- Built-in ACORD Form Library
- Pre-fill ACORD Forms and Certificates of Insurance
- PDF Writer
- E-mail Marketing
- Personal and Commercial Workflows
- Batch Email
- Text Messaging
- Retention Alerts
Pricing Info
Pricing Info
HawkSoft’s enterprise pricing information is available only by quote. Contact the company for more details, and request a quote.
Integrations
Integrations
HawkSoft works with the following preferred and supported providers, and marketing solution, IT, and download providers:
- Applied Rater
- ITC Turbo Rater
- Assurance Systems (AccuAuto)
- Capital Software
- EZLynx
- IBQ Systems
- QuoteRush
- Vertafore FSC
- PL Ratin
- Quomation
- Agency Revolution
- AgencyBuzz
- Demand Force
- FloridaHomeInsurers.com
- A Local Agent
- Alicor Solutions
- Agency Technologies, Inc.
- Premier Computer Consulting
- The Kotter Group
- True Disaster Recovery
- Connective Technologies, Inc
- IVANS
- Symbience LLC
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
Lakeshore Agency Inc., Williamson Insurance, Zanesville, Ohio; Partners Insurance Agency, Gainesville, Florida
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
An insurance agency management solution that aids Commercial and Personal Line agencies, agents, and their staff by offering sales pipeline and client KPIs reporting, and e-mail marketing.
Company Email
support@hawksoft.com
Contact No.
Company's Address
1230 SE 3rd Ave
Canby, Oregon 97013
USA
HawkSoft Comparisons
Popular HawkSoft Alternatives
Pricing Model
Free
Monthly payment
One-time payment
Annual Subscription
Quote-based
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
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
- 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
Popular AgencyBloc Alternatives
Almost as important as functionalities and client support quality are pricing packages provided by HawkSoft and AgencyBloc. While price should not be the sole element it’s without a doubt an important thing to consider. You should try to find a flexible pricing plan that can be matched with your team size and easily scaled up every time your team grows. You should be certain you don’t opt for pricing plans that have additional tools that you won’t use and always try to contact with the vendor directly as big companies can often count on discounts. You should also try out a free trial or demo of each product to spend at least some time working with it. It’s a helpful experience that doesn’t require you to pay any money and gives you a reliable overview of what it feels like to work with HawkSoft and AgencyBloc.
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