What Does “Building The Bloc” Mean? 

In 2024, AgencyBloc evolved from a single-system solution to a broader platform — introducing AMS+ and the rest of the AgencyBloc Plus Suite to bring you more powerful tools and functionality. But we know the transition hasn’t been seamless. Some workflows feel clunky, and some key features haven’t delivered the simplicity you expected. That’s why we’re going back to the foundation and building forward, together.

“Building The Bloc” is our commitment to continually improving AMS+ and connecting the dots between our broader solution set by listening to your feedback, prioritizing usability, and delivering updates that actually make your day easier. This page is your monthly window into what’s new, what’s next, and how we’re making meaningful progress — one update at a time.

What’s New: Latest Updates

May 2025 Update

Small Refinements, Big Impact

What's New:
  • Enhanced Rx Collect controls: Agents can now indicate required profile fields in Rx Collect forms to ensure cleaner, more complete client data (AMS+) 
  • Rolled out new Individual Search experience to a test group, delivering faster performance, better matching, and a more unified user interface (AMS+)
    • This update will be rolled out more broadly pending any additions or changes based on our test group’s feedback

AMS+ Individual Search user interface

Why the Changes:

While May didn’t include big new product launches, it brought important usability improvements based on your feedback. These changes aim to reduce friction, improve system consistency, and give you more control over everyday workflows. From cleaner Rx data collection to faster search and more intuitive navigation, we’re focused on making AMS+ more efficient in the places you use most.

How it Helps You:
  • Rx Collect Enhancements: Ensure clients provide you with the right information you need up front, reducing back-and-forth and saving time
  • Individual Search Improvements: Find what you need faster, match on more fields, and lay the groundwork for powerful bulk actions — all with a more consistent experience across Leads and Individual records

Past Updates

  • Smarter VoIP, Simpler Workflows, and a Bold Look Ahead

    What's New:
    • Released top-requested VoIP enhancements (AMS+):
      • Automatically reassign unassigned call recordings after nightly sync
      • Upload custom hold music or voiceovers
      • Automatically associate call recordings with multiple matching records
      • Add more than 3 participants to conference calls (up to 250)
    • Enabled text message delivery of Rx Collect surveys for easier client engagement (AMS+)
    • Unveiled 2025 product vision and roadmap at the BlocBuilder Conference in Phoenix
    • Launched the Early Adopter Program for our upcoming Content Marketing tool (Engage+)

    Screen showing VoIP dialer in AMS+

    Why the Changes:

    April focused on one of the most consistent pain points we heard throughout AEP: call recording management. High call volume, especially from new or shared phone numbers, made it difficult to organize and track conversations. These enhancements — all driven by direct user feedback — are designed to reduce manual work, improve data accuracy, and give you more control over how your agency communicates.

    At the same time, we rolled out new ways to collect prescription data via text (Rx Collect), gave a public preview of our product vision, and launched a new early adopter program to ensure we’re innovating with our users, not just for them.

    How it Helps You:
    • VoIP Updates: 
      • Stop wasting time manually assigning call recordings — let our nightly sync do the work.
      • Brand your agency more professionally with custom hold music or messages.
      • Automatically link recordings to all applicable client records, especially for shared household numbers.
      • Host larger team or client calls with ease — no 3-person cap.
    • Rx Collect via Text: Send prescription surveys by text in just a few clicks — ideal for clients who prefer mobile-first communication.
    • BlocBuilder Product Vision & Roadmap Preview: A transparent look into what’s coming next, reinforcing our commitment to meaningful, continuous improvement. Couldn’t make it to BlocBuilder? Watch the on-demand replay and see what's coming next for AMS+ and the Plus Suite.
    • Engage+ Early Adopter Program: A new opportunity to shape the future of your agency’s content marketing tools — helping us build tools that truly reflect how you work.
    What You Told Us:
    “Call recording management was one of the most frustrating parts of AEP. That’s why April’s update focused on VoIP — not just adding features, but eliminating friction. We’re excited to continue rolling out VoIP enhancements and even a mobile app for calling and texting prior to 2025’s AEP.”

    —Sarah Brammer, Product Director AMS+

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  • Streamlining Data Collection, Admin Controls, and Group Proposals

    What's New:
    • Launched Rx Collect, our built-in prescription and provider data collection feature for Medicare agents(AMS+)
    • Rolled out unified “My Agency Settings” page combining Sales and Servicing settings into one streamlined experience (AMS+)
    • Released major proposal enhancements in Quote+, including custom cover page with agency branding, print to PDF option, age-banded rates, side-by-side comparisons (existing vs. renewal vs. new), and employer contribution visuals (Quote+)

    Screen showing Rx Collect form

    Why the Change:

    This month’s updates are all about reducing friction — whether it’s in preparing for a Medicare appointment, managing your agency setup, or presenting small group proposals. For Quote+, we focused on giving brokers more flexibility and polish when building proposals — and more clarity for employers evaluating their options.

    How it Helps You:
    • Rx Collect: Ditch the spreadsheets and collect data seamlessly from clients — all within AMS+ — so you can quote faster and with fewer errors.
    • Unified Agency Settings: Save time and avoid confusion by updating your agency preferences in one central location.
    • Quote+ Proposal Enhancements: Build better-looking, more informative proposals that help you win business — with side-by-side plan comparisons, employer contribution breakdowns, and branded PDF deliverables you’ll be proud to share.
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  • Behind-the-Scenes Fixes That Keep You Moving

    What's New:
    • Added pagination to the SMS Messages tab to prevent loading errors (AMS+)
    • Upgraded our PlanCompare Edge for Agencies integration to support future Rx Collect data (AMS+)
    • Introduced a National Producer Number (NPN) field to meet carrier submission requirements (Quote+)

    Screen showing SMS messaging tab in AMS+

    Why the Change:

    While this month’s updates may not be flashy, they’re foundational improvements to ensure AMS+ and Quote+ work more reliably — especially during your busiest seasons. We’re continuing to optimize performance for high-volume users, invest in forward-looking integrations, and stay ahead of changing compliance requirements from carriers.

    How it Helps You:
    • SMS Pagination: Faster load times and fewer errors when managing a high volume of text messages, so your client communications never slow you down.
    • PlanCompare Edge Enhancements: We’re laying the groundwork for future Rx Collect data support — giving you more flexibility and integration options moving forward.
    • NPN Field Added: Stay compliant with new carrier rules (like UnitedHealthcare’s) without extra work. Just enter your NPN once and submit with confidence.
    Why We Build:
    “AMS+ brought powerful tools together — but not every part of the experience feels seamless yet. That’s why we’re doubling down on refinement, simplicity, and listening to what you need most.”

    —Cory Schmidt, Founder & CEO

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  • Setting the Foundation for a Stronger Year Ahead

    What's New:
    • Launched semi-custom, compliance-friendly done-for-you website solution (Engage+)
    • Added ability to change Scope of Appointment (SOA) date to a past date (AMS+)
    • Enabled import and conversion of Sales Records with attachments (AMS+)

    Screen showing example of Engage+ website

    Why the Change:

    We kicked off 2025 by focusing on foundational updates that directly support how you manage clients, stay compliant, and grow your business. Many of you told us you needed more flexible workflows for Medicare compliance and faster ways to centralize your sales documentation. At the same time, other clients wanted a faster, easier path to building or reinforcing their presence online — without worrying about design, content, or CMS compliance.

    How it Helps You:
    • Engage+ Website Launch: Get a modern, professional website without the hassle of DIY design — all built with insurance-specific compliance needs in mind.
    • SOA Date Editing: Save time and reduce rework by updating SOAs when dates are entered incorrectly — especially helpful during busy enrollment periods.
    • Sales Record Importing: Quickly move your existing sales records into AMS+ and attach supporting documents to keep everything in one place.
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On the Horizon

What We’re Working On

We don’t just release features — we solve real problems that agents and agencies face every day. We’re always innovating and iterating — and while timelines can shift, here are some of the areas we’re actively exploring based on your feedback:

  • Email & Workflow Enhancements: A more modern, intuitive experience with smarter automations across all record types — making it easier to stay in touch and work efficiently.
  • Upgraded VoIP & SMS Tools: A streamlined setup experience, clearer call quality, and new tools (a companion mobile app) for communicating with clients and teams wherever you are.
  • Medicare Quoting Integrations: Deeper integrations with leading quoting and enrollment tools to ensure smoother, faster, and more connected AEP workflows.
  • Engage+ Content Marketing: Ready-to-use, compliance-friendly marketing tools designed specifically for insurance agencies — no design or writing skills required.
  • Quote+ Employee Class Logic: More flexibility in your quoting workflows with the ability to customize coverage and employer contributions by employee class.

Want to See What Else Is in the Works?

You can view our full quarterly roadmap anytime inside AMS+. We update it regularly to reflect what’s in progress, what’s coming soon, and what’s newly launched.

View Product Roadmap in AMS+