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.
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 digital solutions for the medical insurance industry. Founded in 2006, the company offers a platform that enhances the efficiency of health insurance quoting, sold case installation, and group renewal processes. By digitizing traditionally paper-based methods, FormFire enables brokers, employers, and insurance carriers to manage customer relationships and streamline transactions more effectively. The platform collects comprehensive employee information and medical histories, facilitating better decision-making and improved service delivery in the small group health insurance market.
GBS, Inc. specializes in developing software solutions tailored for the insurance and investment sectors. The company’s flagship product, Agency Expert, enhances productivity for agents and agencies through effective client management, advanced prospecting tools, and comprehensive commissions tracking. Additional features include remote access capabilities, document management for a paperless office environment, and integrated communication tools, which facilitate mass emailing and document sharing. Founded in 1979 and headquartered in Boulder, Colorado, GBS has established itself as a leader in insurance agency management software, providing affordable and powerful solutions to improve operational efficiency. As of January 2018, GBS operates as a subsidiary of AgencyBloc, Inc.
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