The Challenge

Lacking Lead Forms Prevents Buyers From Choosing Your Agency

The world operates primarily online. Insurance consumers look to online options first to find, inquire, and buy their insurance products. If your agency doesn’t have an easy-to-use lead form, you’re missing out on potential clients — plain and simple.

Common pain points when using manual lead generation processes include

  • Fewer leads and referrals to work
  • Lack of opportunity to connect with buyers where they’re shopping — even if you’re primarily referral-based
  • Significantly decreased growth potential 
  • Increased amount of time spent finding and working leads
  • Decreased interest from new agents looking for agency employment

The Solution

Capture Leads & Know What To Do Next

AMS+ eliminates these frustrations with customizable lead forms that help your agency get in front of qualified buyers when they’re most interested:

  • Capture qualified leads directly from your website with customizable, easy-to-use lead forms that make it simple for prospects to raise their hand when they’re ready to talk.
  • Act on new leads the moment they come in with lead forms built into AMS+, giving your team instant alerts so follow-up happens fast, when interest is highest.
  • Manage every lead in one connected system with new inquiries automatically creating lead records in AMS+, unlocking tasks, automation, and reporting that help ensure no opportunity goes unchecked.

Want to See How it Actually Works?

Explore the customizable lead forms to see how you can make a 24/7 lead generation tool.

Schedule a Demo

Cloud Awards logo

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

Additional Resources

Learn ways to optimize your organization, grow your business, stay compliant, and retain clients more effectively than ever.

See All Resources

Lead Management Best Practices for Insurance OrganizationsBlogLead Management Best Practices for Insurance Organizations
Your Agency's Complete Lead Generation PlaybookBlogYour Agency's Complete Lead Generation Playbook
The Health Insurance Agent's Guide to Cross-SellingBlogThe Health Insurance Agent's Guide to Cross-Selling
5 Essential Tips for a Productive and Profitable Open Enrollment SeasonBlog5 Essential Tips for a Productive and Profitable Open Enrollment Season
Cross-Sell Email & Text Message Templates for Agents & AdvisorsTemplatesCross-Sell Email & Text Message Templates for Agents & Advisors
Top Tips from Sales Experts: Leveling Up Your Sales Game for Enrollment SeasonWebinarTop Tips from Sales Experts: Leveling Up Your Sales Game for Enrollment Season

Jen

Trusted by Agents & Admins

What Our Clients Are Saying

"Our office moved to AgencyBloc 3 years ago, and we haven’t looked back. We've connected the workflows to AgencyBloc's Lead Forms to automatically create a record and notify our team of the new lead. All in all, AgencyBloc has made our great office even better." — Jen K.

See why other agencies are switching to AMS+. Schedule a meeting with one of our experts.

Supercharge Your Entire Sales Process

Lead generation is the beginning of the sales process, but it doesn’t end there. Explore more sales automation tools dedicated to your agency’s growth and future.

Ready to Gather Leads 24/7?

Stop looking for leads and give your prospects an easy-to-use form to connect with your agency. See how AMS+ can help your team generate more leads with less effort.

Request a Demo

Insurance Lead Tracking & Lead Management Software FAQs

  • Secure insurance lead forms let prospects submit their information online so your agency can capture interest at any time, even if it's outside business hours. With AMS+, customizable lead forms can collect qualified lead information directly from your website and automatically create new lead records in your agency management system. From there, your team can use tasks, automation, and reporting to manage the next steps.

  • Insurance agencies need secure online lead forms because today’s buyers expect simple digital ways to connect. Without an easy-to-use form, your agency may miss prospects who are actively looking for guidance. Insurance lead management software helps your team capture those opportunities when interest is highest and gives prospects a clear path to raise their hand.

  • Secure lead forms help agencies reduce the risks that come with collecting sensitive information through disconnected, manual processes. Instead of relying on scattered emails, paper forms, or spreadsheets, your agency can collect lead information through a connected system and manage it within your insurance agency lead management software. This keeps lead data more organized and easier for the right team members to access when they need it.

  • Yes. Insurance lead management software like AMS+ can automatically send new inquiries into your agency management system. When a prospect submits a lead form, AMS+ can create a lead record, alert your team, assign tasks, and unlock automated follow-up workflows. That gives agents a faster, more organized way to manage new opportunities from the start.

  • Secure lead forms help agencies respond faster by removing the delay between form submission and follow-up. With lead management software for insurance agents, new leads can flow directly into AMS+, trigger instant alerts, and create follow-up activities for the right team member. That helps your agency act quickly while the prospect’s interest is still high.

  • Agencies should look for insurance lead management software that includes customizable lead forms, automated lead routing, task management, reporting, and insurance lead tracking software capabilities. The right platform should not only help your agency capture leads but also show your team what to do next. AMS+ connects lead forms with automation, reporting, nurturing tools, and policy renewal workflows, helping your agency manage the full sales process in one system.

Explore More Insurance Software Solutions