New feature uses Medicare’s published plan data to simplify coverage comparisons and reduce manual preparation for client conversations
CEDAR FALLS, Iowa, October 14, 2026 — AgencyBloc today announced the public beta of AMS+ Annual Review, a feature designed to help insurance agents identify changes to Medicare Advantage clients’ coverage and prepare for the upcoming Annual Enrollment Period (AEP).
Annual Review uses plan data published by the Centers for Medicare & Medicaid Services and information already stored in AMS+ to compare a client’s current plan with next year’s coverage and available alternatives. It presents coverage changes and their estimated financial impact in an easy-to-digest format, helping agents quickly understand what those changes mean for each client.
Building on Rx Collect, Annual Review uses a client’s medication information to also show how changes to prescription coverage may affect individual medications and estimated costs. This adds personalized context beyond the plan-level changes outlined in a carrier’s Annual Notice of Change.
An optional snapshot powered by AgencyBloc Intelligence summarizes changes to the client’s AMS+ record over the past year, giving agents additional context for coverage conversations. Like other AgencyBloc Intelligence capabilities, the snapshot follows the security, privacy, and access control standards that protect AMS+.
"Agents need more than a place to record client information. They need tools that help them act on it," said J. Scott Sanchez, Chief Product Officer at AgencyBloc. "Annual Review helps agents spend less time preparing and more time having personalized coverage conversations grounded in each client’s needs."
The public beta focuses on Medicare Advantage clients, with expansion to additional plan types planned for 2027.
Annual Review is in public beta and will be refined based on agent feedback. Some figures may remain pending until CMS publishes the underlying data, and the feature supports an agent’s professional review of a client’s coverage.
Agencies interested in exploring Annual Review can schedule an AMS+ demo. Current AMS+ customers can connect with their client success manager to get started.
About AgencyBloc
AgencyBloc is the #1 Recommended Insurance Industry Growth Platform that serves the health, senior, and benefits industry with a suite of solutions to support operational and growth needs of independent insurance agencies, GAs, and IMO/FMOs. To learn more about AgencyBloc, visit www.agencybloc.com.
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on Wednesday, October 14, 2026
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