Agency Management System (AMS) Features

Overview

Sales, Retention, & Compliance Tools in One

Manage your company’s leads, prospects, and clients all in one centralized location. Convert more prospects and turn the dial up on your sales team’s initiatives with insurance-specific sales enablement tools. Then, close the loop and improve client retention with dedicated customer and policy management tools designed for the health, benefits, and senior market insurance space.

Benefits

Health insurance CRM
Client & policy management
Integrated sales and servicing automation tools
Downline agent & agency management
Task management & online scheduler
Built-in insurance VoIP
Lead routing & lead assignment
Electronic compliance management

Explore AMS+ Sales & Servicing Tools

EXPLORE MORE INSURANCE SOFTWARE SOLUTIONS

AMS+, Agency Management System

All-encompassing, industry-specific sales and servicing agency management system
Commissions+

Streamlines processing and management, saves your team time, and helps you uncover thousands of dollars in missing money
Engage+, Insurance Digital Marketing Solutions

Ready-for-you insurance digital marketing tool for streamlined communication and engagement
Quote+, Group Benefits Quoting

Accelerates small group quoting and enrollment, helping agencies and GAs manage employee benefits

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Frequently Asked Questions About AMS+

AMS+ FAQs

What is an Agency Management System (AMS)?
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.
How does AgencyBloc AMS+ improve efficiency for insurance agencies?
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.
What makes AgencyBloc AMS+ different from other AMS platforms?
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.
Is AgencyBloc AMS+ secure and compliant?
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.