AgencyBloc + Central

Automate insurance agency workflows and client management with AgencyBloc.

What Is AgencyBloc?

AgencyBloc is a CRM and management platform built specifically for insurance agencies to manage clients, policies, and compliance.

What Is Central?

Central is an AI-powered customer operations platform that handles every aspect of customer interaction automatically, 24/7. From answering calls and messages across multiple channels (phone, SMS, WhatsApp, social media) to qualifying leads, booking meetings, managing follow-ups, and handling administrative tasks, Central ensures no customer is ever left waiting. The platform learns from your website and documents to become an expert in your business, integrating seamlessly with your CRM, calendar, and existing tools to create a unified customer operations system that works like magic.

What You Can Do with AgencyBloc + Central

Automate insurance client communications, policy inquiries, and renewal follow-ups while keeping customer context centralized in Central.

Common Use Cases

New policy inquiry, quote requests, appointment booking, follow-up tasks

How to Connect AgencyBloc to Central

1) Central → Zapier connect. (guide.trycentral.com) 2) Trigger: Central (New lead / New chat). 3) Action: AgencyBloc (Create client / Add note / Create task). 4) Map intake answers → custom fields. 5) Test → On. (guide.trycentral.com)