Integrations

Basics of Phone Integrations A phone integration connects a VoIP (Voice Over IP) app to your CRM. VoIP is computer software that makes phone calls over the internet instead of l...

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...

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,...

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...

Overview PlanCompare Edge by Connecture is an online enrollment platform that helps agents and brokers pair beneficiaries with their best-fit Medicare plans. Visit PlanCompare E...

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...

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...

Overview AgentMethods is a website marketing platform for independent insurance agents. This integration creates Individuals and Activities in AgencyBloc for leads in AgentMetho...

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...

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 ...

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 ...

Overview ClientCircle (previously known as Rocket Referrals) is an online platform that helps increase referrals, boost online reviews, improve retention and build long-term cli...