Agency Management System/CRM for Health & Life Insurance

Powerful Solutions to Support Your Organization from Sales to Quoting to Servicing and Back Again

By The Numbers

The AgencyBloc Advantage

Insurance organizations of all sizes are seeing real results with our industry-specific solutions.

40%Book of business growth
75%Less time processing commissions
50%Less time generating reports
100 HrsSaved in client communications per renewal period

AgencyBloc Solutions

The Plus Suite: Equipping You With Powerful Solutions to Control Your Own Destiny

With a range of insurance-specific solutions for sales enablement, client and policy management, compliance management, quoting and proposals, and commissions management — all with highly recommended customer support — we've got you covered.

AMS+

AgencyBloc’s AMS+, is an all-encompassing, industry-specific sales and servicing management solution designed to help your team be more efficient, increase sales, and improve client retention. Features include:

Learn more about AMS+

Screen showing Individual details in AgencyBloc

Commissions+

AgencyBloc’s Commissions+ solution streamlines commissions processing and management, saves your team serious time, and can help you uncover thousands of dollars in missing compensation. Features include:

Learn more about Commissions+

Screen showing standard Commission report options in AgencyBloc

Quote+

Quote+, an AgencyBloc solution, is an all-in-one quoting and proposal tool group benefits brokers can use to streamline client servicing and retention. Features include:

Learn more about Quote+

Types of Organizations We Serve

Solutions for Insurance Agencies, GAs, IMO/FMOs, Call Centers, & More!

AgencyBloc is the #1 Recommended Insurance Industry Growth Platform serving the health, benefits, and senior insurance space. Our suite of insurance-specific solutions can help your independent insurance agency, GA, IMO/FMO, or call center remain compliant and accelerate growth.

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About AgencyBloc

Headquartered in Iowa, AgencyBloc began as a bootstrap startup in the Midwest's "Silicon Prairie" and was founded in 2008 by internet and technology experts, Adam Lewis, Cory Schmidt, and Marc Reifenrath. After several years of hands-on research and development of custom solutions for health and life GAs, they built and went to market with AgencyBloc, a SaaS (Software as a Service) platform.

AgencyBloc has since become the #1 Recommended Insurance Industry Growth Platform serving the health, benefits, and senior insurance space.

Learn More About Us

Industry Resources

Learn ways to optimize your organization, grow your business, stay compliant, and retain clients more effectively than ever.

See All Resources

PodcastInsurtech Building Blocs Podcast: Episode 4

TemplatesAgent Retention-Focused Email Templates + Workflow Recipes

BlogThe Sales and Marketing Metrics Your Insurance Agency Should Track

PodcastInsurtech Building Blocs Podcast: Episode 3

BlogBest Practices for Texting Health, Benefits, & Senior Insurance Consumers

BlogHow Group Benefits Agencies & Uplines Use AgencyBloc's Quote+ Solution