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The AMS+ Advantage

Your Centralized Insurance Agency Solution

AMS+ is built for health insurance organizations, from independent retail agents to wholesale IMO/FMOs and everyone in between. It gives agencies the tools to manage all business operations in one connected location. Instead of scattered tools and inaccurate spreadsheets, AMS+ provides teams with a single system to track all of their operations cohesively. From marketing to compliance management to workflow automation, AMS+ has the tools to make your agency's work truly flow. This allows your team to work more efficiently and use the time saved to focus on revenue-generating opportunities.

AMS+ Features   |   AMS vs. CRM   |   Testimonials   |   FAQs

All-In-One Agency Management System

An AMS Customized for You

Stop looking for the most up-to-date information across multiple scattered places — look to AMS+ instead. AMS+ is built for the health insurance industry, and our tools reflect your team's everyday needs. From single-agent teams to multi-agent agencies, organizations use AMS+ to run their operations without a bunch of manual data management. Whether you sell group benefits, ACA health insurance, Medicare products, life insurance, or a mix, we have the tools you need to organize, automate, and grow.

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Award-Winning AMS

AgencyBloc's AMS+ Solution Named Cloud CRM Solution of the Year by The Cloud Awards

Recognized for our dedication to the health, benefits, and senior insurance industry, our AMS+ solution won the 2026 Cloud Award for the Cloud CRM Solution of the Year.

Read More in Our Press Release

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Reduce Complexity with an Industry-Specific CRM

Centralize your entire office into one CRM that helps your team work together. Start with our out-of-the-box tools, then add your customizations to make AMS+ unique to you. With features like a full phone system, online scheduling tools, task management, email marketing, and texting, your agency can eliminate the various tools and connect the dots.

Explore the Insurance CRM

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Always Know Which Coverage Your Clients Have

Search, connect, and add notes, summaries of benefits, and other critical documents to policy records to make tracking significantly easier. Policies in AMS+ can connect to individual, group, agent, and carrier records to provide a full-breadth view of the policy's details.

See the Policy Management Tools

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Support Agents Without Dropping the Ball

Whether you're a small agency or a large retail/wholesale upline with multiple downlines, agent management tools are critical. AMS+ provides solutions for agent communication, task management, and license/insurance automation all in one.

Start Managing Agents Effectively

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Stay in Touch Without Living in Your Inbox

Are you manually sending every email, creating every task, and checking off each box? That's time-consuming and hinders your agency's growth. Use built-in insurance-specific automation in AMS+ to stay connected to prospects, retain clients, and renew policies.

Streamline Your Day-to-Day

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Convert Referrals Into Confident Clients

Give agents the tools they need to succeed in new business and renewals. Level up the entire process with customizable lead forms, data collection tools, and pre-built quoting and enrollment integrations to take each lead from curious to client.

Explore the Sales Tools

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Feel Confident & Audit-Prepared

Compliance is stressful for everyone — agents, owners, and admin. Take the stress out and put a trustworthy process in place with the built-in compliance tools in AMS+ for Scope of Appointment, ACA Consent to Contact, ACA Attestations, Broker Compensation, and phone recordings.

Destress Compliance

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See What's Happening in Your Business — Fast

Every AMS+ account comes with ready-to-use analytics and reports to give your team better insight into both day-to-day operations and a bird's-eye view of productivity. From top-level graphs and charts to standard and custom reports, your team can quickly get to the data you need for better agency awareness.

See Reporting in Action

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Protect Your Clients & Your Reputation

AgencyBloc takes security very seriously. All of our solutions, including AMS+, are HIPAA-compliant and backed by our SOC 2 Type II report. Whether in transit or at rest, we take pride in protecting your crucial data and ensuring smooth data migrations.

Learn How We Protect Your Data

AMS vs. CRM

See the Difference Between an Insurance AMS vs. a Generic CRM

The tools your health insurance agency uses matter. An insurance-specific agency management system (AMS), such as AMS+, helps your agency work smarter and increase productivity, rather than spending time customizing a generic solution to fit your industry needs.

Compare an AMS vs. a CRM

See How AMS+ Helps Agencies Like Yours

This full-service independent agent improved efficiencies and sales with AMS+...

Benefits Now took their group benefits, Medicare, life insurance, and ancillary business from spreadsheets to AMS+. They needed a solution to improve their data tracking and reduce the time spent manually managing contacts. Now, they can find all of their clients' information in one location and trust the accuracy of their data.

"For years, I spent over 50% of my time trying to manually track clients, to-do lists, etc. AgencyBloc has literally change my entire business and my whole sales process. I cannot recommend it more highly." — Ashby C.

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Frequently Asked Questions About AMS+

AMS+ FAQs

  • An agency management system (AMS) is a centralized platform that helps health insurance agencies manage clients, policies, compliance, and renewals in one secure place. AgencyBloc’s AMS+ solution is purpose-built for health, benefits, and Medicare agencies, automating manual processes and improving accuracy across quoting, onboarding, and compliance.

  • AgencyBloc AMS+ solution streamlines every step of your agency’s workflow, from lead tracking and policy management to compliance management and client communications. Agencies using AMS+ solution report saving dozens of hours per week while gaining real-time visibility into revenue and renewals, helping teams scale with fewer administrative tasks.

  • Unlike generic CRMs or other AMS tools, AgencyBloc AMS+ was designed specifically for health, benefits, and senior insurance agencies. It offers industry-specific automation, customizable workflows, and compliance tracking to help agencies maintain data accuracy and regulatory alignment. The platform also integrates seamlessly with quoting, marketing, and commissions tools for a complete end-to-end experience.

  • Yes. AgencyBloc AMS+ is built with enterprise-grade security, including encrypted data storage, access controls, and HIPAA compliance standards. It also supports audit tracking and data retention policies to help agencies stay compliant with CMS and other insurance regulations.

Still Have Questions?

Let's talk. Whether you're just starting out or ready to take your business to the next level, AMS+ can help your team scale while staying organized and audit-ready.

Schedule a Meeting