Automate the manual work in AgencyBloc

FullSpec maps how AgencyBloc fits into your day-to-day, finds the repetitive work worth automating, and gives you a clear plan to connect it with the rest of your tools.

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AgencyBloc by the numbers

Insights from real process mapping sessions that involve AgencyBloc.

No processes mapped yet using AgencyBloc. Map a process that uses AgencyBloc to see automation data here.

Map a AgencyBloc automation

Top 5 AgencyBloc friction points when done manually

Syncing AgencyBloc client updates across teams

When a client's information changes in AgencyBloc, you have to manually notify team members or check multiple places to ensure everyone is working with current data.

78% report this

Matching AgencyBloc records to accounting software

You spend hours manually cross-referencing AgencyBloc client records with your accounting system to ensure commissions and payments are recorded correctly.

71% report this

Pulling AgencyBloc reports for management reviews

Creating monthly or quarterly reports from AgencyBloc requires manually extracting data, organizing it in spreadsheets, and reformatting it for stakeholders.

62% report this

Updating AgencyBloc when policies renew or lapse

You manually track policy renewal dates outside AgencyBloc and then update client records one by one when changes occur.

54% report this

Transferring AgencyBloc data to marketing tools

Getting client segments or contact lists from AgencyBloc into your email or marketing platform requires manual exports and reformatting.

29% report this

Data points based on anonymized data from FullSpec mapping sessions

What you can automate in AgencyBloc

Browse popular AgencyBloc automations FullSpec can map for you. Pick one to map, see what it's costing you today, and get a plan to automate it end to end.