Overview
Ease and AgencyBloc are partnering to bring you a best in class enrollment system seamlessly integrated with a powerful agency management system. This integration allows you to sync data, such as Companies/Groups, Individuals/Group Members, and Policies/Enrollments between Ease and AgencyBloc. This exchange of data will save time and make it easier to service prospects and clients.
AgencyBloc is the #1 agency recommended management system for Life and Health insurance agencies.
For more information, email Steve Ogden at [email protected] or visit agencybloc.com/easeintegration.
Product Features
- Organize your clients, prospects, groups, policies, agents, and carriers all in one place.
- Automate your workflow to work smarter, not harder.
- Grow your book of business with an industry-specific CRM, commissions processing, and integrated business and marketing automation.
Integration Features
- All your data in one place.
- Insightful and impactful reporting.
How to Activate
To get started, visit the Marketplace in your Ease account.