Bloks.
Bloks is the Relationship Intelligence platform purpose-built for insurance professionals and financial advisors.
Bloks is the Relationship Intelligence platform purpose-built for insurance professionals and financial advisors.
Bloks is the Relationship Intelligence platform purpose-built for insurance professionals, financial advisors, and client-focused teams. It helps you stay on top of every relationship by automatically capturing insights from meetings, emails, and documents—no bots on calls required.
Bloks doesn't just record a meeting; it builds a private, firm-wide knowledge-base that stays searchable, shareable, and compliant. With the Equisoft integration, that living memory syncs to CRM in seconds—turning every conversation into structured data, tasks, and next-steps your whole team can trust.
From Zoom, Teams, and Meet to in-person meetings, Bloks records with studio-grade quality while you mark highlights or jot notes. The result: crystal-clear summaries you can trust, automatically feeding your living knowledge-base.
Bloks turns your conversations into actions, shareable summaries and CRM ready compliant records.
Bloks stitches signals into rich, CRM-ready profiles—so you open every meeting with a full view of who’s in the room, what matters to them, and what’s changed since you last spoke.
Query any meeting, contact, or your entire network in your native language and get instant, source-linked answers. See it get smarter - and understand your preferences the more you interact with it.
Louis-François Major
Major Group