AgencyBloc AMS+AgencyBloc
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Related Products
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About
#1 Recommended Insurance Industry Growth Platform
AgencyBloc's Plus Suite of industry-specific solutions helps health, senior, and benefits agencies organize their data, ensure compliance, automate workflows, manage clients and policies, and much more—effectively removing roadblocks for sustainable growth.
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About
Clientjoy is an all-in-one crm to manage Sales Pipeline, Clients, Appointments, Mailbox, Create Proposals, Contracts, Invoices, collect Payments & run Email
Sequences.
It is popularly known to have the power of 8 tools in one without the overwhelm.
Clientjoy CRM is designed & developed keeping small & medium businesses, typically agencies & freelancers in consideration.
It is being actively used by 4000 Agencies & 9000 Freelancers in 90 countries.
Clientjoy CRM has a 14 Day Pro Trial & has primarily put up its Lifetime Deal on Sale for just $129 Per User for Life.
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Audience
Health and Life insurance agencies--from one and two-person agencies to MGAs and IMO/FMOs.
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Audience
Marketing & Advertisement Agency, Consultant or Coach, Freelancer, Any Service Firm/Company/Agency
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Support
Phone Support
24/7 Live Support
Online
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Support
Phone Support
24/7 Live Support
Online
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API
Offers API
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API
Offers API
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
$109.00/month
Free Version
Free Trial
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Pricing
$149 one-time fee
Free Version
Free Trial
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Reviews/
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Reviews/
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Training
Documentation
Webinars
Live Online
In Person
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Training
Documentation
Webinars
Live Online
In Person
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Company InformationAgencyBloc
Founded: 2008
United States
www.agencybloc.com
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Company InformationClientjoy
Founded: 2019
India
www.clientjoy.io
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Categories |
Categories |
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CRM Features
Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management
Commission Features
Affiliate Management
Agency Commission
Commission Calculations
Commission Scheduling
Commission Tracking
Compliance Management
Flat Commissions
Incentive Programs
Multi-Tiered Commissions
Percentage Commissions
Sliding Scale Commissions
Split Commissions
Insurance Agency Features
Claims Management
Commission Management
Contact Management
Document Management
Insurance Rating
Life & Health
Policy Management
Property & Casualty
Quote Management
Insurance Policy Features
Cancellation Tracking
Claims Tracking
Policy Generation
Policy Issuance
Policy Processing
Quotes / Estimates
Rating Engine
Reinstatement Tracking
Reinsurance Administration
Renewal Management
Underwriting Management
Quoting Features
Automated Quoting
Catalog Management
Client Portal
Contact Management
Customer Accounts
Customizable Branding
Discount Management
Forms Creation
Pricing Management
Product Configurator
Proposal Management
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Task Management Features
Collaboration
Create Subtasks
Gamification
Gantt Charts
Mobile Access
Percent-Complete Tracking
Progress Tracking
Recurring Tasks
Reporting/Analytics
Spreadsheet View
Task Board View
Task Planning
Task Scheduling
Task Tracking
Time Tracking
To-Do List View
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Integrations
Zapier
AgentMethods
Authorize.Net
Braintree
Ease
Employee Navigator
Five9
Instamojo
Intulse
PayPal
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Integrations
Zapier
AgentMethods
Authorize.Net
Braintree
Ease
Employee Navigator
Five9
Instamojo
Intulse
PayPal
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