• [Webinar] Overview of AgencyBloc's Phone Integrations
    Video recorded on July 26, 2022 What was covered: 0:00 - 1:01: Introduction 1:02 - 1:55: Webinar Overview 1:56 - 2:39: What is a VoIP? 2:40 - 3:49: Integration Point...
  • Outlook Email Sync
    Overview Outlook Email Sync is an integration with Windows-based desktop versions of Microsoft Outlook. Download our Microsoft Outlook Add-In to sync your Outlook emails to Agen...
  • Ease (Enrollment)
    Overview Ease is a group benefits administration software for brokers and their clients. To learn more, visit Ease’s site. This integration allows you to sync company, employee,...
  • Employee Navigator (Enrollment)
    Overview Employee Navigator is an online group enrollment platform for brokers and their clients. To learn more, head over to Employee Navigator's site. AgencyBloc's integrati...
  • Medicare Edge (Quoting & Enrollment)
    Overview Medicare Edge by Connecture is an online enrollment platform that helps agents and brokers pair beneficiaries with their best-fit Medicare plans. Visit Medicare Edge’s ...
  • PlanCompare (Quoting & Enrollment)
    Overview PlanCompare by Connecture is an online enrollment system for agents to match and enroll their Medicare customers. PlanCompare provides drug pricing and personalized Med...
  • Lead Generation (Lead POST API)
    Overview Add a lead generation integration to simplify acquiring and managing your leads. Please note, you need to be a client of both AgencyBloc and the third-party lead vendor...
  • Intulse (VOIP Provider)
    Overview Intulse is a provider of VOIP business phone solutions. To learn more, visit Intulse’s site. This integration allows you to quickly identify inbound calls, save call l...
  • Screen Pop (Customer Service & Referrals)
    Overview If you have a call center or use a telephone system, you can set up an integration to automatically search AgencyBloc with the phone number for incoming calls. This is ...
  • Five9 (Customer Service & Referrals)
    Overview Five9 is a provider of cloud contact center software. To learn more, visit Five9’s site. The integration with Five9 helps you manage clients by reducing data entry and ...
  • Rocket Referrals (Customer Service & Referrals)
    Overview Rocket Referrals is an online platform that helps increase referrals, boost online reviews, improve retention and build long-term client relationships. Rocket Referrals...