Future-Proof Your Health Agency

Watch an Overview See Our Solutions

AgencyBloc is the #1 Recommended Insurance Industry Growth Platform, helping health, senior, and benefits agencies organize their data, ensure compliance, automate workflows, manage clients and policies, and much more — effectively removing roadblocks for sustainable growth.

How AgencyBloc's Suite Serves Insurance Organizations

15+Years of Experience in the Industry
6500+Customers Using Our Platform
97%Client Satisfaction Rating

How AgencyBloc helps...

Insurance organizations of all types and sizes use AgencyBloc's Plus Suite to remain compliant and accelerate growth. Select your type of organization above to learn more.

The #1 Reason Clients Leave an Agency is Due to Lack of Communication...

Use these templates to stay connected and send crucial communication for lead nurturing, client retention, cross-selling, and more!

[Free Templates] Cross-Sell Email Templates for Agents & Advisors

[Free Templates] Lead Nurturing Email, Text Message, & Workflow Recipes

[Free Templates] Policy-Related Email Templates for Agents & Advisors

Browse More Resources

Meet AgencyBloc's Plus Suite

Equip your team with powerful solutions that impact your bottom line. 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+ for Sales & Retention

Take the guesswork out of your sales and servicing process with AgencyBloc's AMS+ solution. AMS+ is an industry-specific agency management system that allows health insurance agencies and uplines to streamline efforts while increasing sales, improving client retention, and maintaining compliance. Features include:

Explore AMS+ Features

Commissions+ for Streamlined Processing

Make commissions processing more efficient and reliable with AgencyBloc's Commissions+ solution. Leverage Commissions+ to streamline the commission management process, find thousands of dollars in missing commissions, and gain your sanity back. Features include:

Explore Commissions+ Features

Quote+ for Group Benefits Quoting & Enrollment

Manage the entire group benefits quoting, proposal creating, and enrollment process in one central location with AgencyBloc's Quote+ solution. Quote+ provides benefits agencies with a multi-carrier marketplace, plus HIPAA and HITECH compliant data collection and submission capabilities that simplifies group quoting and enrollment. Features include:

Explore Quote+ Features

See Real Client Experiences

See All Testimonials

"Take the advice from the agencies that have adopted AgencyBloc; most of them have done their due diligence and they chose AgencyBloc. The big players in the industry are using it, so trust in their choice to use AgencyBloc."

Brian P.
Agent Equity Group

"I can personally attest to the fact that we would not be able to keep up with production or maintain the reputation we have without AgencyBloc. It's one of the most valuable advancements our agency has seen. This transition has saved us 4x the cost of AgencyBloc just in administrative work."

Jason S.
Stevens & Associates

"Since implementing Quote+, we've been able to significantly increase our companies under management and the premiums generated by them, while also decreasing our average sales cycle. We can now send initial quotes in 10-15 minutes after we get the census. Quote+ has been a huge benefit and advantage for us."

Clayton R.
Apollo Insurance Group

"I was looking for a new CRM, and I narrowed it down to two: AgencyBloc and one other. I actually tried them both for a month. AgencyBloc won hands down. It's 10 times more user-friendly. I have not been disappointed. It's in one place. It's one area. It's simplistic. And with the new AMS+, I'm gonna be saving over $400 a month just between the phone system and another data program. I cannot say anything negative about it."

Megan S.
Synergy Benefits Consulting