Manage your agents’ licenses, certifications, and E&O documentation with customizable insurance workflow automation and document storage.

Give your agents the power to manage their insurance licenses and other professional documents with an industry-specific management system. AMS+ provides the tools to centralize important health insurance agent paperwork, including:

  • State health insurance licenses
  • Errors & Omissions (E&O) insurance
  • Certifications
  • Continuing education (CE) credits

Uploading these documents into AMS+ is easy — simply drag and drop licenses, certifications, E&O, and other paperwork.

Beyond storing documents, your team can use Activities in AMS+ to create a permanent, compliance-friendly record of all interactions. This is helpful for potential E&O issues and can help other agents step in if need be without missing a beat. 

Agent license activity in AgencyBloc

Automated License Renewal Management

nsure agents stay up-to-date on their licenses, E&O, and contracts with automated renewal management. Set up workflows in AMS+ to monitor an agent's upcoming renewal date, send them automated alerts, and ensure they keep their licenses current. Build the workflow once, then it'll run independently for every qualifying agent in your book of business.

See Real Client Experiences

"AgencyBloc allows our agents to operate much more efficiently now that they have access to their data and they can access it from their phones! Everyone here at Sams/Hockaday is really happy with the sense of control they have now with AgencyBloc."

Jason F.
Sams/Hockaday

"I love how this is setup specifically for Life and Health agents. There are an endless amount of customized reports that can be ran. This is setup so that if you are a single person or if you are an agency or even if you oversee multiple agencies this is built for it."

Joshua D.
Davis Insurance Resource

"AgencyBloc has helped our agents to be more efficient and effective with our business and with our clients. It allows me to keep track of our clients for mailing lists, track client notes, and track the commissions earned for each client. We split commissions on many of our shared clients and AgencyBloc simplifies this process for me saving me countless hours of work!"

Shirley V.
Advantage Insurance Benefits

"We began using AgencyBloc in 2014, and it has been a blessing every day since! AgencyBloc allows us to access client information in the office, at home, or out in the field. The customer service provided by AgencyBloc is top-notch! Using AgencyBloc has helped our administrators and agents be more efficient and effective in managing business and our clients."

Cathy D.
American Eagle Insurance Agency, LLC

"With AgencyBloc, we can finally reduce 3 separate applications we were using into one! Our previous CRM was only available to admin staff. Opening access to our agents with AgencyBloc is extremely helpful and has been a timesaver for our admins. AgencyBloc Support always replies with excellent answers, and I receive a response within a day!"

Sara T.
Strong Family Financial LLC

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.

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

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