AgencyBloc

AgencyBloc provides specialized management solutions for life and health insurance agencies, enabling them to streamline their operations through an integrated system that combines customer relationship management (CRM), commission processing, and marketing automation. The company focuses on delivering user-friendly tools that facilitate efficient processes, allowing clients to concentrate on building relationships and acquiring new business rather than configuring generic systems. By specializing in the insurance vertical, AgencyBloc ensures that its clients can effectively manage and report on their data in real time, empowering them to scale their operations as they grow.

Tim Robinson

CEO

Cory Schmidt

Co-Founder and CTO

3 past transactions

Radius

Acquisition in 2023
Radius is built specifically for Insurance Agents and Agencies, but every agency does their day to day differently which is why Radius allows for unique customization for each account. Build your own work flows, lead status options, commission structures and more.

FormFire

Acquisition in 2022
FormFire is a technology company based in Cleveland, Ohio, that specializes in providing digital solutions for the medical insurance industry. Established in 2006, FormFire offers a platform that streamlines the processes of health insurance quoting, sold case installation, and group renewal, transforming traditional paper-based methods into efficient online transactions. Its services are designed to enhance the capabilities of brokers by facilitating effective customer management and enabling the collection of comprehensive employee information and medical histories. Through its innovative technology, FormFire aims to improve the overall experience for employees, employers, brokers, and insurance carriers in the small group health insurance market.

GBS

Acquisition in 2018
GBS, Inc. is a software development company specializing in solutions for the insurance and investments industry. Founded in 1979 and based in Boulder, Colorado, GBS has established itself as a leader in insurance agency management software. Its flagship product, AGENCY EXPERT, enhances productivity for agents and agencies by offering a range of features, including client management, advanced prospecting tools, and remote database access. The software facilitates a paperless office environment, supports various data formats for carrier downloads, and provides tools for tracking commissions and auditing. Additionally, GBS's solutions improve communication through mass emailing and integrated word processing, while also offering functionalities for sales force management and production tracking. As of January 2018, GBS operates as a subsidiary of AgencyBloc, Inc.
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