A Leading Health Insurance CRM

AMS+ is a health insurance-specific CRM built for independent agencies, GAs, IMO/FMOs, and call centers to help streamline the management of your business. Manage records for individuals, groups, policies, agents, and carriers in one centralized location. Tie these records together for a comprehensive view that helps your team provide better customer service and ensure retention.

Utilize workflow automation, text messaging, and email marketing to communicate with clients, deepen relationships, and increase retention. Dive deeper into the success of your business with high-level and in-depth reporting and data analysis tools to see trends and make decisions for the future.


  • Contact management (individuals, groups, agents, etc.)
  • Built-in VoIP with click-to-call
  • Call recording & storage
  • Communication tracking with agents and clients
  • Activity tracking & task assignment
  • File & document management
  • Retention-focused workflow automation
  • Email marketing
  • Text messaging
  • Reporting & data analysis
The Brokerage, Inc. logo and Cristin H. headshot

Featured Case Study

The Brokerage, Inc.

Learn how AgencyBloc's industry-specific CRM helped The Brokerage Inc.'s IMO grow 34% in sales, increase their number of agents by 58%, and uncover over $40,000 in missing compensation.


Read the full story

Have Questions?

FAQs About Agency Management Software

Insurance AMS FAQs

  • An agency management system (AMS) is different from CRMs because many CRMs are generic and built to be used by the masses, while insurance agency management systems are specifically for this industry. AgencyBloc's AMS+ solution is built for the health and life insurance industry, saving companies time and money from having to do extensive customizations to make it work for them. Learn more about agency management systems.

  • AgencyBloc's AMS+ solution is designed specifically for the health and life insurance industry. While it includes CRM functions, those features are insurance-specific and we provide more specialized services than other generic CRMs. Ultimately, you won't have to spend as much time customizing the software to fit your needs. Check out our 5-minute overview video to learn more.

  • Our goal is to provide your team with powerful solutions that help manage all your data and processes in one place while saving time, effort, and money. With our robust, industry-specific agency management platform, we can make commission processing, quoting & proposals, sales management, reporting, data management, and automation easier than ever. Check out some video and text testimonials from our clients to hear about their experience.

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

"My only regret is that I didn't do this sooner. I wish I had done AgencyBloc from the very beginning. Is AgencyBloc an investment? Yes. Does it cost money? Yes. But is it worth it? Absolutely."

Debra L.
Benefit Choice Advisors, LLC.

"AgencyBloc is our everything. It powers the operations of our entire agency. You can create a workflow for literally anything. We have workflows running in the background for every aspect of our business. Since moving to AgencyBloc, we have never missed a deadline; nothing has fallen between the cracks."

Ashley M.
Next Level Insurance

"My bottom line is really that I wholeheartedly recommend this system."

Morten S.
InsMed Insurance Agency

"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.