Bloks for Insurance Brokers & Advisors

Bloks turns every call, email, and document into a single, 360° regulator-ready memory—so you can focus on relationships and revenue, not paperwork.

Capture Every Detail – Records and organizes each interaction, tagging KYC & needs-analysis data automatically and pushing dat to your CRM.

Prep Every Meeting – Delivers a one-page 360° brief—budget, last objections, decision-maker bio, renewal or follow-up dates.

Stay Compliant – Time-stamped notes and audio files stored in line with regulator requirements—ready for audits.

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500K+

Meeting Notes Taken

8+

Hours Saved per Week

<5 Min

Set Up Time

Trusted by Top Insurance Firms

“Brokers chase hundreds of clients; Bloks reminds us exactly when to follow up so deals don’t slip.”

Rob DiLoro

Director

“The less time we spend writing emails or hunting for info, the better. Bloks makes us more efficient and proactive—this isn’t a luxury, it’s a must-have now.”

Vincent Diotte

Director of Operations

“My sales guys love it—we’re maybe using 10% of its power and we're already gaining speed. Can't wait to see what happens when we ramp that up.”

Louis-François Major

CEO, Founder

Built for the Way Insurance Pros Work

Automate Follow-Ups

Bloks schedules reminders and drafts outreach templates.

Visualize Progress

See every lead, policy or renewal at a glance.

AI Insights

Analyse notes to surface upsell and cross-sell opportunities.

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Integrates with leading crms

Why Insurance Teams Love Bloks

Organized Client Data: A single platform for a for your notes, docs, and tasks– automatically pushed to your CRM.

Always Audit-Ready: Timestamped notes and recorded meetings support regulatory requirements.

Proactive Needs-Analysis Follow-Ups: Bloks reminds you exactly when the client said “call me in the fall”

Producer Ramp-Up – new hires see full 360° history on day one.

"Bloks keeps us present with clients and ahead of regulators—exactly where an RIA has to be."

Chief Compliance Officer