For Insurance Brokers & Advisors
Bloks isn’t another AI note-taker; it’s the 360º Relationship Intelligence Engine behind your always-compliant growth.
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.
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.
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.
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.
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 Bloks maps each detail to the right field, eliminating busywork and out of date data confusion.
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.
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.
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.
Every note is encrypted and linked to the right policy.
Louis-François Major
President, Major Group Benefits
Calls end, tasks fire—clients think I never forget.
Justin L.
Senior Benefits Advisor
New reps get instant context—no shadowing required.
Sarah K.
Broker Manager
Summaries surface upsell opportunities my brokers used to miss.
Marc T.
VP Distribution
Time-stamped transcripts give us audit files in one click.
Camille D.
Legal Counsel
Bloks auto-notes every call, so I’m back to selling protection—not typing.
Louis-François Major
President, Major Group Benefits
Used to spend time writing notes‚ now I'm back to building relationships and closing business
Stuart Low
Founder and CEO
Bloks lets me double my meetings without drowning in admin
Steven Horwitz
Founder and Managing Partner
It organizes my week better than I ever could.
Scott Sacha
VP Enterprise Data and Analytics
I never have to ask Bloks for anything‚ it already knew.
Aileen Crowley
Partner
Compliant with financial regulations in Canada and the U.S.
All data stored securely.
We comply with financial and data security regulations in Canada and the U.S. All data is stored in secure, audited infrastructure.
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.
We support regional data hosting in Canada, the U.S., and Europe—helping you meet legal, regulatory, or client-specific residency requirements.
You stay in full control—your data is private, never shared, and never used to train AI models. Only your organization can access it.