Overview

Explore the Insurance-Specific Tools in AMS+

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
Hovis & Associates logo and Heather H. headshot

Featured Case Study

Hovis & Associates

See how Hovis & Associates uses Sales Pipeline, Automated Workflow, and the Commission Module to create notable time and money savings.

 

Read the full story

Looking for more? Explore our suite of industry solutions.

  • AgencyBloc’s Commissions+ solution streamlines commissions processing and management, saves your team serious time, and can help you uncover thousands of dollars in missing compensation.

    Learn More

  • Quote+, an AgencyBloc solution, is an all-in-one quoting and proposal tool brokers can use to streamline client servicing and retention.

    Learn More

See Real Client Experiences

"The software is very user-friendly and it's very easy to train new employees. The new hires have a very small learning curve; they're up and running day one. Adding clients is very easy and quick. The stability of the software has been the best part of using AgencyBloc."

Denise M.
Choice Enrollment

"Our transition to AgencyBloc was extremely smooth and their support along the way was invaluable. We feel like we finally have a database from the 21st century!"

Caroline D.
Comprehensive Benefits Planning, Inc.

"AgencyBloc is the only CRM designed specifically for the health and life insurance industry, so it required very little customization. It's an intuitive system at a very reasonable cost with excellent and responsive customer service."

Chris G.
Northwest Farmer-Stockman Inc.

"I'd been with GBS since 1998 and have been using AgencyBloc since early 2018. The people at AgencyBloc that worked at GBS Inc. have been the greatest people to work with. They are always there for you when you have an issue and know how to resolve them very fast. In all the years, I have had very few issues. I would recommend AgencyBloc to any insurance agency. There is so much you can do with this program; I personally think this is the best agency program on the market and the most reasonable in cost."

Gary H.
JMH Advisors

"AgencyBloc has helped us build our business. It's the perfect tool for benefits professionals. I think whether you're a general agent, one-man agency, or a 25-person agency, AgencyBloc is perfect."

Dominic S.
Benefit Profiles Inc.