For Insurance Brokers & Advisors
Relationsip Intelligence = Growth
Bloks isn’t another AI note-taker; it’s the 360º Relationship Intelligence Engine behind your always-compliant growth.
Why Bloks for Insurance Brokers & Advisors
Meet your Relationship GPT—seamlessly weaving calls, emails, docs, decks, and Internet-intel into actionable KPIs and rich context, powering a firm-wide knowledge base that deepens relationships and speeds renewals.
Always Prepared, Always Personal
Bloks scans your calendar, policy files, email threads, and trusted internet data, then delivers a crisp one-pager with client details, coverage gaps, renewal dates, premium history, quick comps, and life-event cues—ready before every call.
Zero Friction CRM Sync
No more manual entry–KYC fields such as renewal dates, smoker status, dependents, tasks, and next steps flow seamlessly into your CRM with one click. No more dual entry, missed fields, or compliance panic–just current information every time.
One Unified Client Timeline
See every email, client call, meeting, doc, claim update, and important note in a single, unified stream—ending duplicate outreach and commission confusion. Share with your team in one click so everyone’s aligned and clients stay fully covered.
Audit-Ready, Self-Organizing Memory
Every touchpoint stays searchable, shareable, and time-stamped, while 360° intelligence lives adjacent to—never locked inside—your CRM. Instant, audit-ready exports and regulator-friendly logs mean compliance checks pass without extra work.
What Bloks Looks Like in Action
From Prospect Outreach to Bound Policy, see how Bloks transforms every call, email, doc, and data point into underwriter-ready insights at every step of the placement and renewal cycle.
Smart Capture
Capture meetings your way–Zoom, Teams, Meet or in-person–with zero bots and zero friction. Bloks is always in your control. Hit pause for sensitive sidebars and easily pick up where you left off. Your notes, screenshots, and important highlights merge automatically into sharp, accurate summaries that flow straight into your firm-wide memory.
360º Pre-Meeting Briefs
Auto-built, always current snapshots that weave every email, call, and note into rich, CRM-ready profiles, so producers step into each meeting knowing exactly who’s at the table, what matters to them, and what’s changed since the last interaction.
One-Click CRM Sync
Client data, follow-ups, and notes drop straight into Applied Epic, Salesforce, Vertafore, or CSV. Bloks maps each detail to the right field, eliminating busywork and out of date data confusion.
Summaries Your Way
Post-call, Bloks delivers a custom recap in the format and style you prefer, plus action items and auto-drafted KYC/compliance notes—ready for producer sign-off. Follow-ups are scheduled on the exact date the client requested—so timing is never missed.
Ask-Bloks Search & Firm Memory
Type “renewals due in August over $2M premium” and Bloks surfaces every policy, note, and next step in seconds—fueling proactive outreach and minimizing lapse risk.
Shared context. Smarter collaboration.
New producers onboard with the full 360°Rela history—past KYC updates, rate discussions, and objections—sounding seasoned on day one and sharing intelligence without extra admin.
“Sure, I talk to founders, but I'm also running financial models and tracking multiple projects. Keeping track of critical details started to feel impossible.”
“The moment I installed Bloks, it prepared a rich brief for my next meeting — instantly. Then it started taking notes, with zero setup. It just worked.”
“I walk into every call thinking, ‘Coach, put me in.’ Bloks has already briefed me on the people, the history, and the next moves—so I’m sharper and fully present.”
"I’d rather spend my time fully engaged, looking at the person I’m talking to rather than being distracted taking notes."
"It’s only five minutes before a client; I have a quick chat and — boom — Bloks, my assistant, reminds me what we talked about last time.”
Hear from professionals who trust Bloks
Fridays are mine again.
Used to spend time writing notes‚ now I'm back to building relationships and closing business
Stuart Low
Founder and CEO
More calls, less fatigue.
Bloks lets me double my meetings without drowning in admin
Steven Horwitz
Founder and Managing Partner
Like I hired a chief of staff!
It organizes my week better than I ever could.
Scott Sacha
VP Enterprise Data and Analytics
I changed nothing. It changed everything!
I never have to ask Bloks for anything‚ it already knew.
Aileen Crowley
Partner
I'm fully present again!
Bloks handles the admin so I can focus 100% on the person in front of me.
Steve Spurgat
Managing Partner
Stronger relationships, not just more.
Bloks gives me the insights to make every conversation count
Andrew Milne
Fractional CRO
Fridays are mine again.
Used to spend time writing notes‚ now I'm back to building relationships and closing business
Stuart Low
Founder and CEO
More calls, less fatigue.
Bloks lets me double my meetings without drowning in admin
Steven Horwitz
Founder and Managing Partner
Like I hired a chief of staff!
It organizes my week better than I ever could.
Scott Sacha
VP Enterprise Data and Analytics
I changed nothing. It changed everything!
I never have to ask Bloks for anything‚ it already knew.
Aileen Crowley
Partner
Enterprise-grade privacy, loved by compliance teams.
Compliant with financial regulations in Canada and the U.S.
All data stored securely.
- SOC2 Certified Infrastructure
We comply with financial and data security regulations in Canada and the U.S. All data is stored in secure, audited infrastructure.
End-to-End Encryption
We use TLS 1.2+ to secure data in transit and AES-256 encryption to protect data at rest—ensuring your information remains private and secure.
Data Residency Compliance
We support regional data hosting in Canada, the U.S., and Europe—helping you meet legal, regulatory, or client-specific residency requirements.
You Own Your Data
You stay in full control—your data is private, never shared, and never used to train AI models. Only your organization can access it.