Best Insurance Agent Management Software

Track All of Your Agents, Downlines, & More

AMS+ centralizes your entire book of business into one location. Sell group benefits, individual insurance, senior products, life insurance, or a combination? No problem. Manage agents, too? AMS+ is built for both B2C and B2B insurance agencies. Track and support internal agents, 1099s, and contracted downline agents all in one insurance-specific solution.

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The Challenge | The Solution | FAQs

The Challenge

Managing Agents Can Feel Scattered & Disorganized

Whether you have a few agents or a full downline hierarchy, it’s crucial to have tools in place that help you communicate with and nurture agents. Using tools designed only to support client workflows makes prioritizing and retaining agents difficult and unreliable.

Common roadblocks include:

Tools built solely to track prospects and clients only focus on the needs of those individuals, leaving your agents unaccounted for and undersupported
Third-party task managers reduce visibility into workloads, achievements, and missed opportunities
Disconnected communication tools prevent growth and agent retention efforts
Lack of customized access within the CRM or AMS leaves agents feeling overwhelmed or unable to see the data they need
Manual commissions management tools increase frustration and time spent creating each unique agent statement

Graphic showing agent management features in AMS+

Our Solution

An AMS That Supports Agent Management

AMS+ is built for both retail and wholesale agencies. Sell one or support both, our industry-specific agency management system centralizes your process to manage all of your revenue streams in one place.

Leverage agent-focused tools to help your agency attract, nurture, support, and retain agents:

Workflow Automation: Stay on top of crucial deadlines for agents with pre-built automation for E&O and license management.
Task Management: Assign tasks, monitor completion, and get an overview of workloads, all within the same AMS.
Customizable Access: Customize visibility for each agent or user in your AMS+ account to ensure security and reduce confusion.
Reporting: Understand the performance of each agent individually to better support growth.

Maintain strong relationships with AgencyBloc’s Commissions+ solution that helps your team easily:

Build agent-specific payout structures that you can quickly map to all qualifying carrier commission statements.
Manage and process incoming commission payments from carriers and uplines efficiently.
Identify missing compensation before you close out commission runs.
Account for overrides, agent bonuses, chargebacks, and more for accurate bookkeeping.
Provide and send detailed agent statements to every contracted agent in your book of business.
Report on and analyze received and paid commissions to identify top-performing agents, products, and carriers.

Want to see how this works in action?

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The Manual Way vs. the AMS+ Way

Challenge	How AMS+ Solves It
Tracking each agent's book of business in a spreadsheet	AMS+ securely ties all prospects, clients, and policies together for a complete view of an agent’s book with high-level charts to supplement growth potential conversations
Managing upcoming license expiration dates for each agent and communicating next steps	AMS+ has built-in automation tools that track expiration dates and trigger communications to inform agents when they need to take action
Keeping agents' books of business separate while still being able to monitor success and growth	AMS+ has customizable visibility and access permissions that define which users can see what information, while retaining a macro view that leaders can leverage
Customizing a retail-only system to fit agent management needs	AMS+ is built for health insurance agencies who serve individuals/business directly and support downline agents
Manually tracking each agent's payout structures, bonuses, and chargebacks	Commissions+ has customizable rate tables and payee schedules that simplify even the most complex agent payout structures
Creating, editing, and sending each agent statement separately	Commissions+ automatically generates agent statements for each agent and commission run

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.

You've got questions. We've got answers.

FAQs About Agent Management Tools in AMS+

What is agent management in an AMS and why do agencies need it?
Agent management is a tool agencies use to oversee their downline, contracted, or in-house agents, all inside the same system. With AgencyBloc's AMS+ solution, you can assign tasks, communicate updates, monitor performance and workloads, and manage credentials (licenses, E&O, etc.) in a centralized, automated environment.
How does AMS+ streamline communication with agents?
AMS+ uses workflow automation to notify agents of new assignments and updates automatically (via email or task assignment). Agents then see tasks and records tied to contacts or policies, reducing back-and-forth communication and ensuring nothing falls through the cracks.
Can AgencyBloc AMS+ help me manage agent licensing, E&O, and renewals?
Yes. AMS+ stores licensing and E&O documentation and dates in each agent’s profile and automatically triggers reminders for renewals or expirations. This helps maintain compliance, reduces the risk of audits, and ensures agents are set up for success.
How do I get started with the agent management tools in AMS+?
To see our agent management tools live, request a demo. Once you have an AMS+ account, you can begin assigning agent roles, uploading credentials, and automating communications. Our team will walk you through setting up agent profiles, permissions, task workflows, and reminders.

Schedule a demo today to get more of your agency’s AMS+ questions answered.

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Trusted by Retail & Wholesale Agencies

What Our Clients Are Saying

"The best impact has been agent retention. I have retained more agents by giving them an opportunity to use AgencyBloc under my agency. It's really gonna change and transform the way they conduct business, and it's gonna transform the way that they handle their business on a professional level." — Elka S.

See why other agencies are switching to AMS+.

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How Retail & Wholesale Agencies Manage Agents in AMS+

Built for Agencies Managing One Agent — or One Hundred

Whether you’re a solo agent planning your first hire or a large upline supporting dozens of producers, managing agents looks different at every stage. AMS+ adapts as your agency grows, helping you support agents, protect access, and maintain consistency without adding complexity.

Independent Retail Agents

Future-Ready Growth Plan

You might be a one-agent shop today, but growth often starts sooner than expected. AMS+ gives independent agents a foundation to add team members confidently — without scrambling to reorganize systems, data, or access later. This way, your growth feels intentional rather than chaotic.

Multi-Agent Retail Agencies

Intentional Support, No Micromanagement

As your agency grows, success depends on giving agents what they need. Usually, this means not giving them access to every data point. AMS+ helps you clearly define roles, manage licenses and tasks, and stay aligned across the team — without turning agent management into a full-time job.

Large Retail & Wholesale Agencies

Agent-Focused, Yet Scalable

Uplines and large agencies rely on strong agent support to drive recruitment, performance, and long-term retention. From licensing and access control to shared workflows and communication, AMS+ provides the structure to onboard, manage, and support agents consistently while maintaining flexibility and personalization.