AgencyBloc

CRM Integration Collaborative Workspace Contact History Email Integration Full Customization File Sharing Collaboration Tools File Management API Activity Tracking Calendar Management Activity Dashboard Activity Management Document Management Task Planning Configurable Workflow Dashboard Creation Due Date Tracking Project Workflow Task Scheduling Task Tracking Asset Management Email Templates Content Management Automatic Backup Forms Management Access Control Community Forums Activity Log Agent Collision Detection Canned Responses Community Portal Custom Ticket Statuses Customizable Agent Roles Customizable Ticket Forms Email Tracking Customizable Reporting Budget Tracking Contact Management Andriod And IPhone App Approval Process Control Branded Workspace Built-in Time-tracker Data Backups Data Encryption Email-to-task Syncing File Version Control Contact Database Email Monitoring Call Monitoring Customer Portal Email Archiving General Ledger Filtered Search Financial Reporting Embeddable Help Widget Cancellation Tracking Claims Tracking Commercial Lines MGA Administration ACORD Forms AL3 Downloads Business Specific Tools Captive Brokerage Captive Sales Force Carrier Upload Casualty Insurance Claims Management Dashboard Interface Estimates