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.


  • 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
Christine P. headshot

Featured VIDEO Testimonial

Canary Insurance Solutions

See how Canary Insurance Solutions uses the features in AgencyBloc's AMS+ solution to create notable time and money savings.


Watch the video testimonial

Looking for more? Explore the Plus Suite of industry-specific 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, proposal generating, and enrollment tool for benefits agencies to streamline sales and renewals.

    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.