The Challenge
Data is Siloed, Unorganized, & Manually Managed
Data is the basis of any insurance agency, no matter size. But if data (client records, policy records, etc.) is disorganized, scattered across multiple tools, and requires manual updates, it's unreliable. This is often an issue with spreadsheets, generic CRMs, and homegrown solutions. If work doesn't flow, it causes friction, frustrations, and missed opportunities.
Common roadblocks include:
- Manual data updates or overly customized software open the door to errors, duplicates, and inconsistent data
- Disconnected communication tools prevent growth and hinder client retention efforts
- Multiple tools silo data, increase expenses, and reduce efficiency
FAQs About Insurance CRMs
An Insurance CRM is a customer relationship management system tailored to insurance agencies. It combines client profiles, policy data, communication history, and workflow automation in one unified platform. Unlike generic CRMs, it includes insurance-specific tools like renewal management, claims tracking, and compliance features.
An insurance CRM is commonly referred to as an agency management system (AMS) for individual health, group benefits, and Medicare insurance agencies. AgencyBloc's AMS+ solution is the #1 Agency Recommended AMS for the health insurance space.
With a 360° view of each customer (including policy history, communication logs, etc.), an insurance CRM enables agents to proactively reach out before policy lapses, offer relevant upsells/cross-sells, and maintain engagement. Automated reminders and segmentation help you deliver timely, personalized communications that drive loyalty and improve client retention.
Key features health insurance agencies should look for include:
- Centralized customer and policy information
- Automated renewal alerts and task reminders
- Communication logging (calls, emails, notes)
- Segmentation and marketing campaign tools
- Dashboards and analytics for pipeline and retention
- Role-based access and compliance/audit support
To begin, request a demo and we’ll show how AMS+ integrates with your existing workflows. Our onboarding process includes importing your contacts/policy data, setting up automations, and training your team. Once configured, you’ll immediately start managing leads, renewals, and outreach from a single system.
You've got questions. We've got answers.
Schedule a demo today to get more of your agency's AMS+ questions answered.
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